# Managing Your Client's Customers

* **Detect anomalies instantly** — surfaces customers posted to multiple categories so you can fix classification errors.
* **Double-check new customers** — review new bookings so future categorizations stay consistent.
* **Analyze revenue over time** — view customer count and revenue trends by period for variance analysis and reviews.

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### How to Access Customers in Digits

1. To go to your client's dashboard.&#x20;
2. Click **Customers** in the left navigation menu.&#x20;

{% hint style="info" %}
**Tip:** Set your **Time Period** at the top of the page to control what you’re reviewing.
{% endhint %}

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### Key Insights

* **Total** — unique customers in the selected period.
* **Revenue** — total earnings from all customers.
* **New Customers** — number of first-time customers in the period.
* **Multiple-Category** — customers whose transactions hit more than one category (useful for catching misclassifications).

<div align="left"><figure><img src="https://244617479-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDFOQve38AiXy0BqMKC3C%2Fuploads%2FMzgXOa8ythNSxEX7Tw8e%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Customers_and_Calculator.png?alt=media&#x26;token=e791426e-ae0a-4eac-984d-e0490664ee86" alt="" width="563"><figcaption></figcaption></figure></div>

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### How do I explore the customer list?

Your main view shows each customer’s **Name**, **Total revenue**, **Number of transactions**, and a **transactions table** for the selected period. Click a customer to expand and review their individual transactions.

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### How to Filter and Sort Customer Data

**Customer Filters**

* **Customer Name** — search for any customer.
* **Total Spend** — filter customers by the amount earned from them.
* **Customer Review** — quick toggles like **New Customers** or **Multiple Categories**.

**Sort options**

* Click any **column header** in the transactions table to sort (e.g., **Date**, **Amount**, **Category**).
* Use the **sort icon** in the customer list header to sort customer-level data.

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### How to Export the Customer List

1. Click the **menu** in the top-right (next to *New Transaction*).

<div align="left"><figure><img src="https://244617479-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDFOQve38AiXy0BqMKC3C%2Fuploads%2FHwiNNQfHPXU1GUZx37zV%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Customers.png?alt=media&#x26;token=041dabc7-99f5-44da-b64f-df7add2464fd" alt="" width="212"><figcaption></figcaption></figure></div>

Choose one of the following:

* **Download CSV** — save a CSV of customer transactions to your computer.
* **Export CSV to Documents** — save the CSV to your **Documents** folder for sharing or future access.&#x20;

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### How to Make Edits to Customers

1. Click the **Edit** toggle in the header to enter edit mode.
2. You can:
   * **Edit a customer’s name**.
   * **Change a customer’s category**.
   * **Apply changes in bulk** or one at a time.

{% hint style="info" %}
**Note:** In this view, transaction edits are limited to **party name** and **category** only.
{% endhint %}

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### Frequently Asked Questions

<details>

<summary>Can I fix customers posted to multiple categories?</summary>

Yes. From the customer tab, use **Multiple-Categories** under **Insights** to find them, then use **Edit** to correct categories so reporting is consistent.

</details>

<details>

<summary>Can I see only new customers for the month?</summary>

No. Click the Month/Year in the top left and select a time period from the dropdown.&#x20;

<div align="left"><figure><img src="https://244617479-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDFOQve38AiXy0BqMKC3C%2Fuploads%2F0ozcSgXVpVkgav0CI5Xe%2FCursor_and_Michelle_s_Demo_Clie%E2%80%A6___Customers.png?alt=media&#x26;token=7d2d6671-93b9-485d-b2a7-87d9079fcab3" alt="" width="222"><figcaption></figcaption></figure></div>

</details>

<details>

<summary>Does the Customers tab support exports for review meetings?</summary>

Yes. Use Download CSV or Export CSV to Documents to share with your team or clients.

</details>

<details>

<summary>Why don’t I see a customer I’m expecting?</summary>

Adjust the **time period** or **filters**, check spelling, or review transactions for that customer’s exact **name/category**.

</details>

<details>

<summary>Can I change transaction details here?</summary>

This page lets you edit the **customer name** and **category**. For deeper edits, open the transaction in **Ledger**.

</details>

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