# Customer Service Report
This report can be found under **Reports** → **Call Center** → **Customer Service**
This report can be used to track all customer activity done in the system. You can see action done by the system as well as any user in relation to a customer's profile.
Choose which filters to refine down search:
**Start and End Date**: Search for actions within the selected dates and times
**Campaign**: The campaign customers are within
**Campaign Category**: Filter to a campaign category
**Product**: The specific product customer bought
**Call Center:** The call center the customer came through.
**User**: The user within the CRM that did the actions.
**Access Level**: Admin/ Customer Service Agent / Affiliate/ API User/ CS Admin/ Sales Rep
**Base Currency**: Filter by a specific currency
**Country**: Filter by a specific country
**Actions**: see below
1. **Partial** - Incomplete order
2. **New Sale Declined** - New sale transaction not successful
3. **New Sale Success** - Successful new sale transaction
4. **QA Declined** - Quality assurance declined
5. **QA Approved** - Quality assurance approved
6. **QA Pending** - Order set to QA pending
7. **Trial Started** - Started recurring trial
8. **Rebill Started** - Rebill initiated
9. **Trial Completed** - Customer completed trial
10. **Trial** **Failed** - Trial transaction not successful
11. **Rebill Forced** - A user forced the rebill to occur immediately
12. **Rebill** **Success** - Rebill success
13. **Rebill Failed** - Rebill declined
14. **Rebill Completed** - Completed all billing cycles
15. **Recycle** **Saved** - Successful recycle billing transaction
16. **Recycle Failed** - Recycle billing transaction not successful
17. **Order Reshipped** - A user reshipped the fulfillment for an order
18. **Void** - A user voided a transaction on an order
19. **Order Cancelled** - Cancelled order
20. **Rebill Restarted** - Rebill restarted
21. **Agent Note** - Note added by agent
22. **Customer Updated** - Updated customer information
23. **Purchase Updated** - Updated recurring purchase
24. **Order Updated** - Updated order information
25. **Fulfillment Updated** - Updated the fulfillment record
26. **Fulfillment Bundled** - Fulfillment were bundled before sending to fulfillment house
27. **Fulfillment Captured** - Tied to customer history messages for capture on shipment being successful
28. **Refunded** - Successful refund transaction
29. **Refund** **Failed** - Refund transaction failed
30. **Blacklisted** - Customer added to blacklist
31. **Chargebacked** - Chargeback transaction
32. **Membership** **Started** - Customer added to membership (plugin)
33. **Membership Cancelled** - Customer removed from membership (plugin)
34. **Membership** **Restarted** - Customer restarted membership (plugin)
35. **Autoresponder** - Email sent to customer
36. **SMS Autoresponder** - SMS sent to customer
37. **Trial** **Skipped** - Cancelled recurring trial
38. **Rebill Cancelled** - Cancelled recurring purchase
39. **Restart Billing** - Billing cycle restarted
40. **Rma** **Pending** - Fulfillment set to pending return
41. **Order Returned** - Return received from customer
42. **Order** **Shipped** - Fulfillment shipped
43. **Order** **Failed** - Fulfillment failed
44. **Order** **Frozen** - Permanent hold on fulfillment
45. **Account Update Success** - Card was updated via CardSync
46. **Account Update Failure** - Card was not updated via CardSync
47. **Fraud Result** - A fraud result was given by a fraud plugin
48. **Consent Received** - Customer gave consent to rebill (Express Consent only)
49. **Consent Denied** - Customer denied consent to rebill (Express Consent only)
50. **Fulfillment Address Hold** - Fulfillment on hold at fulfillment house due to address validation
51. **Order Export Successful** - Order was exported via webhooks
52. **Order Export Failed** - Webhook export failed
53. **Fulfillment Item Updated** - The fulfillment item was changed or updated
54. **Address Verify Success** - Address was verified by SmartyStreets
55. **Address Verify Failed** - Address was not verified by SmartyStreets
56. **Tax Collection Failed** - Tax reconciliation failed
57. **Fulfillment Cancel Failed** - Fulfillment could not be automatically cancelled at fulfillment house
58. **Tax Calculation Failed** - Request to tax service plugin resulted in an error
* **Include Agent Notes** - Will display both system and agent notes
* **Hide** **System** **Actions** - Hide all action done by system (API calls included)
* **Agent** **Notes** **Only** - Hides all notes unless they are done by an agent
59. The More Filters button found in the bottom right of the panel displays the order custom fields filters.
The actions seen above are also the ones that will display with the Action Summary section of this report:
Click on the Total amount of the action you are searching to see the Details tab:
## **Customer Service Report Details**
#### **Action Summary**
* **Action:** Type of Action initialized by User
* **Total:** # of records affected by Action
#### **Action Summary**
* Username - The user who did the actions
* Field Name – The name of the order custom field that was changed
* Field Value – The value for the order custom field that was set
* Total – The total number of times that a user has set a field to that value
#### **Details**
* **Username** - The user who did the actions
* **Customer** - The name of the customer that action was completed on
* **Actions** - What was actually done
* **Message** - Manual agent notes or system generated notes
* **Access Level** - The access level of the user who did the action
* **Date Created** - Date the action was done
* **Is Note** - Will display with a note if agent manually put in a note
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