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Export customer data from EPOS Manager

Extract customer database to Excel.

Jon Lee avatar
Written by Jon Lee
Updated over 3 months ago

To export an Excel file containing all customer data from EPOS Manager, follow the steps below to create or use a loyalty query:

  1. Click Reports and select Loyalty Reports.

  2. Click Loyalty Queries.

  3. Click New and type in a description, unless you already have a query created.

  4. Click Add and use the drop-down to select the information you want to export.

  5. Enter the operator, then select your value and click OK.

  6. Click Test, then select Excel to generate the export.

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