# 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-)

![](https://3870626768-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LtjPa0xRhBiePPCK7pK%2F-Mg1bw1jihEWUok1GDiz%2F-Mg1dguwZQV6eeNFus2_%2FCustomer%20Dash.png?alt=media\&token=4e4a0b0e-5a4c-451a-99c6-5872420cf4ba)

{% 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)

![](https://3870626768-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LtjPa0xRhBiePPCK7pK%2F-MgkDy4pAgLo-_thTIDY%2F-MglAUW2uZ5junW0SJhX%2FDashboard.png?alt=media\&token=64296d03-0015-4753-b6a3-c5e532b4d864)

{% 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.**

![](https://3870626768-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LtjPa0xRhBiePPCK7pK%2F-Mg1ll0AjAuArSYKK0gZ%2F-Mg1sGUjE9TTHKBJwSXL%2F8.png?alt=media\&token=9f344fb9-17a6-47cb-864a-22b163ee5c32)

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

![](https://3870626768-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LtjPa0xRhBiePPCK7pK%2F-MgkDy4pAgLo-_thTIDY%2F-MglBH2e2jY5zkdXc1ft%2Fimage.png?alt=media\&token=8de05af4-7ed1-4162-ad3a-af84d29f6300)