Reports is available to staff accounts with report access. If you don't see Reports in your left navigation, an account owner can grant it in your staff role settings.
There are three ways to get data out of Reports, depending on how much you need.
Full data exports
Click Export Data in the top-right corner of Reports and choose one of two exports:
Export Store Overview: your order and transaction data
Export Customers: customer contact info, marketing opt-in status, and rewards balances
Download a single table
Every table in Reports has a download icon in its bottom-right corner. This is the fastest way to pull a specific list, for example the Customer list under Customers, filtered by engagement tier, at-risk status, membership, or opt-in channel.
Some pages also have a dedicated export button for the list they're built around:
Export customer list on the Segment explorer page (Customers)
Export cart list on the Abandoned carts page (Ecommerce)
Export balance list on the Balances page (Rewards)
Export summary on any Drill into list
Save a whole report page
Click the ⋯ menu in the top-right of any report page to download it as a PDF or image with its charts, or download its data.
Note: customer lists and exports include phone numbers, email addresses, and marketing opt-in status. Treat downloaded files as customer data and only share them with staff who need them.
For a full walkthrough of each report, see Reports: Sales, Customers, Ecommerce, Marketing, and Rewards in One Place.