# Detailed Metrics

## Locating Customers

In the customer's tab: [**https://upgrade.chat/customers**](https://upgrade.chat/customers)\
**Search for the customer you are looking for by their Email, Username or DiscordID** 

**You can find out how to get the Discord userID by following these directions:**\
[**https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-**](https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-)

![](/files/-Mg1dguwZQV6eeNFus2_)

{% hint style="info" %}
Click the download arrow to download a list of your customers. \
(This will download the current view filter)
{% endhint %}

## Locating Orders

Click your Orders Tab: [**https://upgrade.chat/orders**](https://upgrade.chat/orders)

![](/files/-MglAUW2uZ5junW0SJhX)

{% hint style="info" %}
The orders tab has the same search filters as the customer's individual breakdown has. This allows you to find orders by various different filters.
{% endhint %}

## Search Filters

{% tabs %}
{% tab title="Product" %}
This allows you to search by the different Upgrades you have for sale.
{% endtab %}

{% tab title="Processor" %}
This allows you to search by the way the user paid:\
-PayPal\
-Stripe\
-Free Trial
{% endtab %}

{% tab title="Order Status" %}
**Active:** These are customers who have an active or lifetime subscription\
**Canceling:** These are customers who still have access but are in the processing of cancelling at the end of the billing cycle. \
**Cancelled:** These are no longer customers and are no longer paying.
{% endtab %}

{% tab title="Order Type" %}
**Upgrades:** These are items for sale that include **Bonuses** (Such as Discord Roles, MailChimp Newsletters, etc)\
**Shop Items:** These are people who purchased digital goods from your shop. (Not associated with any Bonus)
{% endtab %}

{% tab title="Billing Type" %}
**Subscription:** These are recurring payments to your service\
**One Time:** These are lifetime access purchases unless you manually remove the customer's access.
{% endtab %}

{% tab title="Coupon" %}
This allows you to search by the different Coupons you have on your service. This will let you sort by which users paid with certain coupons. 
{% endtab %}

{% tab title="Date Range" %}
You can select the date range from when different users purchased.
{% endtab %}
{% endtabs %}

## Understanding Terminology:

## Finding IDs

**You can find out how to get the Discord userID by following these directions:**\
[**https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-**](https://support.discord.com/hc/en-us/articles/206346498-Where-can-I-find-my-User-Server-Message-ID-)\
\
**You can also find this in your dashboard by searching by the customer's email and then clicking on the "Copy ID" link to get their chat service ID.**

![](/files/-Mg1sGUjE9TTHKBJwSXL)

**Reset Filters Button & Download Current View Button:**

![](/files/-MglBH2e2jY5zkdXc1ft)


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