Searching for Customers
The Customers page in Firmhouse gives you a comprehensive overview of all subscriptions. You can easily filter, sort and export lists of customers, or click on a subscription to view the full details about it.
Finding and filtering customers
There are a few ways to search for customers in Firmhouse.
Using the search bar
Simply enter a name, email address or subscription ID in the search bar to quickly find a specific customer.
Status and product filter
Use the advanced filters for status, plan (only for plan-based projects) and product to further refine the list. The Product filter works by showing customers who have ordered any of the selected products at any time. The more products you select, the more customers will appear.
Sorting
By default, the list of customers is sorted by ID. More recent subscriptions have a larger ID number, so this is the same as sorting them by creation date.
You can sort by these other columns: Name, Activated at date, and Marked as non-paying at date (only visible when filtering by Non-paying status).
To sort by a column, simply click on its title. Click it a second time to reverse the sort order.
Export the list
When you're happy with the filtered and sorted list, you can quickly export it to a CSV file by clicking the "Export to CSV" button.
The generated report includes the full details about each customer, including country, discount codes used, custom fields, and many more data points.
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