The Contacts report allows you to view and download customer information—such as names, email addresses, and phone numbers—for a specific date range and set of booking criteria.
You need to have the Contacts report visibility permission enabled to view this report. If you can't see the Contacts report, contact your FareHarbor administrator. Learn more about Permission groups.
To open this report:
- Navigate to the Reports section of your Dashboard.
- Select Customers and marketing from the sidebar.
- Select Contacts (under the Customers section).
To export a Contacts report:
- Generate the report
- Use the Download (
) option from the report toolbar.
Note: Downloaded files use FareHarbor’s standardized CSV format.
How you can use the Contacts report
There are many different ways you can use the Contacts report to collect the contact information you need. Here are just a few examples:
- Gather phone numbers of customers who are participating in a specific activity
- View a list of all customers booked by a specific affiliate
- Compile your customers’ contact information for an email campaign or another form of outreach
Remember that there are laws about sending unsolicited emails, even if someone willingly provided their contact information to you. Learn more here.
Filter options
Filters allow you to view customers for bookings that meet certain criteria. If a customer has more than one booking, they will show up on the report if at least one of their bookings meets the filter requirements.
Below are the default filter settings for the Contacts report:
- Item: Filter for all items or one specific item.
- Booking source: If you work with affiliates, you have the option to filter by customers booked by one specific affiliate, customers not booked by an affiliate, or customers booked by all affiliates.
- Created by: Filter by the user who created the booking. Choose a specific user, online customers only, or everyone.
- Cancelled bookings to include: By default, the report will show customers for cancelled bookings that have not been refunded. You can also choose to include customers for all cancelled bookings, no cancelled bookings, or only cancelled bookings.
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Depending on your needs, you can further filter the results by selecting either or both:
- Only show email opted-in contacts
- Only show FareHarbor Waiver contacts
Working with the contacts table
After you generate the report, contacts appear in a table designed for large result sets.
To filter and sort results in the table you can:
- Use the search field above the table to filter by name, email, phone, postal code, country, or language.
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Click a column heading to sort that column.
- Choose how many rows to show per page via the Rows per page option at the bottom of the page (100 rows is the default).
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Move between pages using the controls at the bottom of the page.
Report columns
The report will show you customer names, email addresses, and phone numbers, along with a few extra details:
- The Opt-In column tells you if a customer opted into receiving future emails when their booking was created. Contacts with a check mark in this column have given you permission to add them to a mailing list.
- The Postal Codes column contains billing zip codes for any cards charged or saved on the bookings that match your filter options. Remember that this might not necessarily be the same zip code as the customer’s home address.
- Click a contact’s name to open their contact details. From there, you can edit the contact information or open related bookings. Contact name links are only available in the Dashboard and are not included if you download the report.
- If you’re using Translations, the Contact Language column tells you which language the customer booked in. Emails sent from FareHarbor will be sent in this language.
Additional options
If you want to be able to see additional booking details along with customer information, you can create a Detailed bookings report and select the Include customer phone and email option.
As with all reports, you can share, download, or print the Contacts report if needed.