Customer lists are saved views of customer groups that are useful to your business. Share saved customer lists with your team or export them for use in other systems.

Customer lists help you group customers, such as:

• Recent conversions
• Past-due subscribers in North America
• Churned customers sorted by net payments

View saved customer lists in the Customers sidebar.

Here’s what we cover in this article:

• Before you begin
• Default saved lists
• Creating and saving customer lists
  • Adding or removing columns
  • Reordering columns
  • Sorting a list
• Reordering saved lists
• Exporting a customer list
• Updating a customer list
• Deleting a customer list
• Available columns

Before you begin

• Review the permissions for your user role to understand if you can view, create, or manage customer lists.
• Add any custom attributes that are relevant to your business.
• To analyze your customer list or create a customer group, you’ll need to use segmentation. Learn more about working with segmentation.
• Review the default saved customer lists to see if they’re suitable for the needs of your business before creating a customer list.

Default saved lists

ChartMogul offers ten default saved customer lists:

If you’re using ChartMogul CRM, you’ll also have access to the following default saved lists:

Creating and saving customer lists

To create and save a customer list:

1. Navigate to Customers.
2. Make edits to the table:
   1. Apply filters and segments to create the list.
   2. To customize the list, add, remove, or reorder columns, or, sort the list.
3. Click SAVE LIST.
4. Name your list. ChartMogul accepts up to 255 Unicode characters, including emojis.
5. Choose who can view this list:
   • Just me — A list for personal use.
   • Users with a CRM seat — Users who have been assigned a ChartMogul CRM seat.
   • Entire team — All users, with the exception of Lite users.
6. Click SAVE.

ChartMogul creates your saved customer list and adds it to the Saved Lists sidebar.

Adding or removing columns

To add or remove columns:

1. Click EDIT COLUMNS.
2. Select the columns you want to add or remove.
   
3. Click APPLY to update the customer list.

Reordering columns

To reorder the table columns, click and drag a column header to a new position.

Sorting a list

To sort the table by a specific column, click the column header. Click again to reverse the sorting order.

Here’s an example list of top customers by ARR showing a few select columns:

Reordering saved lists

Drag and drop Saved Lists to change their order. Hover over a customer list, click the hamburger   icon, and drag the list to a new position.

Exporting a customer list

ChartMogul gives you the option to export the following datasets to CSV:

• Customers
• Subscriptions
• MRR per customer per month

Learn more about exporting customers, subscriptions, and MRR per customer per month.

Updating a customer list

To update a saved customer list:

1. Locate the list you want to update in the Saved Lists sidebar.
2. Hover over the list and click the Settings   icon.
3. Change the list’s name, save option, or availability.
   
4. Click SAVE to apply your changes.

Deleting a customer list

To delete a saved customer list:

1. Locate the list you want to delete in the Saved Lists sidebar.
2. Hover over the list and click the Settings   icon.
3. Click DELETE LIST.
   
4. Click OK to permanently delete the customer list.

Available columns

Here’s the list of default columns you can include in customer lists. Note that some columns aren’t sortable.