How to Request a SEAR Report

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