Everything you'll need to request a SEAR, including required data and where to go
A SEAR report is created using a series of transactions - for example - purchases over time, orders over time, etc.
Requesting a SEAR
You can request a SEAR from the analytics page on our platform.
Simply click 'Get SEAR' to get started. This will take you to the SEAR request form where you'll need to manually enter some additional information, and select which report sections you'd like included. The report sections include 'Customer Categories', 'Customer Personas', and 'Customer Behavior.'
Click 'Generate SEAR', and on the next page you'll be prompted to upload the data we will use to create the SEAR.
Data Requirements for Every SEAR Report Section
If you are requesting multiple report sections, please submit ONE (1) file with all the necessary data fields included.
NEW CUSTOMER / FASTEST NEW CUSTOMER SEAR
Required:
- Transaction Date
- Item Unique Identifier (SKU, Name, etc.)
- 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
- Contact Info (name, email, address, etc)
Preferred (but optional):
- Method of Acquisition
- Customer ID
- Transaction ID
- First Purchase Date
REPEAT CUSTOMER / FASTEST REPEAT CUSTOMER SEAR
Required:
- Transaction Date
- Item Unique Identifier (SKU, Name, etc.)
- 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
- Contact Info (name, email, address, etc)
Preferred (but optional):
- Method of Acquisition
- Customer ID
- Transaction ID
HIGH AOV SEAR
Required:
- Transaction Date
- Item Unique Identifier (SKU, Name, etc.)
- 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
- Contact Info (name, email, address, etc)
Preferred (but optional):
- Method of Acquisition
- Customer ID
- Transaction ID
HIGH MARGIN CUSTOMER SEAR
Required:
- Transaction Date
- Item Unique Identifier (SKU, Name, etc.)
- 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
- Contact Info (name, email, address, etc)
- Item Cost or Margin
Preferred (but optional):
- Method of Acquisition
- Customer ID
- Transaction ID
PRIMARY / SECONDARY / EMERGING PERSONA SEAR
Required:
- Transaction Date
- Item Unique Identifier (SKU, Name, etc.)
- 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
- Contact Info (name, email, address, etc)
Preferred (but optional):
- Method of Acquisition
- Customer ID
- Transaction ID
- First Purchase Date
- Referral Date (Date of Initial Outreach)
- Item Cost or Margin
TOP PURCHASES / EMERGING PURCHASES / PURCHASE COMBOS SEAR
Required:
- Transaction Date
- Item Unique Identifier (SKU, Name, etc.)
- 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
- Contact Info (name, email, address, etc)
Preferred (but optional):
- Method of Acquisition
- Customer ID
- Transaction ID
- First Purchase Date
- Referral Date (Date of Initial Outreach)
- Item Cost or Margin
TOP LOCATIONS / EMERGING LOCATIONS SEAR
Required:
- Transaction Date
- Item Unique Identifier (SKU, Name, etc.)
- 2 out of the 3 following: Item Quantity, Item Price, Item Subtotal
- Contact Info (name, email, address, etc)
Preferred (but optional):
- Method of Acquisition
- Customer ID
- Transaction ID
- First Purchase Date
- Referral Date (Date of Initial Outreach)
- Item Cost or Margin