How to use Insights with Customer Properties data

Hello,

Thank you for visiting our Qtrac Knowledge Base library. We hope the below article will assist you. Based on your inquiry, it looks like you are trying to pull Insights Reports with Customer Properties data. In order to accomplish this, you will need the following permissions:

• Insights Access

This guide explains how to include Customer Property fields in Insights reports — so you can view property values alongside visit data and filter or analyze customers by their current properties.

Step 1 — Open Insights

1. Log in to the Qtrac portal.
2. Click Insights in the left-hand navigation menu.
3. You will see a list of available report views (by visit, by customer, by service, etc.).

Step 2 — Add Customer Property Columns to a Report

1. Open or create a Visits report.
2. Click Columns or Add Fields (depending on your portal version).
3. Scroll to the Customer Properties section in the field picker.
4. Select the property fields you want to add (e.g., Risk Level, Student ID, Last Purchase Date).
5. Click Apply or Save View.

Your report now shows each visit row with the customer's property values displayed in the added columns.

Step 3 — Understand the Data You're Seeing

Critical: Property columns in a visit report always show the customer's current property value — not the value they had at the time of that visit.

Example: A customer visited six months ago when they were Low Risk. They abandoned twice last month and are now High Risk. If you pull up their six-month-old visit, the Risk Level column shows High Risk — because that is what they are today.

Use this intentionally: properties give you a current snapshot of the customer, even when browsing historical visit data.

Step 4 — Filter Reports by Property Value

1. In your Insights report, click Filters.
2. Select Customer Property as the filter type.
3. Choose the property (e.g., Risk Level) and the value to filter by (e.g., High Risk).
4. Apply the filter.

Your report now shows only visits belonging to customers who currently hold that property value.

Useful filter examples:

Step 5 — Export the Report

1. Once your columns and filters are set, click Export.
2. Choose your format (CSV or Excel).
3. The export includes all selected property columns alongside the visit data.

Notes

• Properties vs. visit fields in reports: Visit fields (service, outcome, wait time, abandonment) reflect what happened during that specific visit. Property fields always reflect the customer's current state. They can be viewed side by side but represent different things.
• If a customer has never had a property set (no rule has fired for them yet), their property columns will be blank in all reports.
• Properties are not filterable by historical value — you can only filter by what the customer's property is right now.

If you still have any questions please feel free to reach out to our Qtrac Support Team.