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Introduce Customer data insights

Pelcro Product

📝 Problem Statement

Currently, analytics teams cannot export activity data (e.g., Name, Link, Country, Platform, Agent, Time, Page Viewed) from the "Activity" tab. Instead, they must manually copy information from each customer’s dashboard. This process is repetitive, time-consuming, and prone to human error.

💡 User Story

As a business owner,

I want to be able to export the complete user activity log (with fields like Name, Link, Country, Platform, Agent, Time, Page Viewed) directly from the activity tab into a CSV file

so that I can easily analyze reader behavior, build reports, and derive insights without manual copy-pasting.

🎯 Definition of Done (DoD)

A feature is done when:

  1. Add a new page under customers > Customers Activity

  2. Create a list view for the Analytics DB, aligned with the work already completed.

  3. In this view, admins should be able to filter by:

  4. Customer ID

  5. Event Type

  6. Add the ability to export data directly from this view.

  7. Export can be done in at least one structured format (CSV).

  8. Exported file contains complete logs (not limited to what’s visible in the UI or paginated results).

Posted by Rana Haleem ·
Status: Available5 comments

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Comments5

  • An Anonymous User

    •

    Jul 1

    Our Senior Content team was able to make a data driven decision from this feature. Your work is very important to our Job to be done framework. Thank you, yes you have made our dreams come true.

    • Michael Ghattas

      Team•

      Jul 4

      Very happy to hear. We are also now working on allowing you to take actions based on these events in the automation tool. We would love to get your thoughts on how we can further improve this feature. Would you be available to hop on a call sometime next week?

  • Rana Haleem

    Team•

    May 10

    •

    Merged request

    Introduce Customer Logs

    🔍 Problem Statement

    Currently, Pelcro clients cannot view detailed audit information for customer-level actions such as account updates, address changes, or subscription modifications. These events occur without visibility into who performed the action or when it occurred. This lack of traceability limits operational oversight, complicates support investigations, and creates accountability gaps — especially in multi-collaborator environments. Additionally, offline or manually created payments do not indicate which collaborator created them, making reconciliation and audit reviews difficult.

    💡 User Story

    As an administrator or client support agent,
    I want to see detailed logs of customer-related updates and payment creation activities (including who performed each action),
    so that I can track account changes, ensure accountability, and improve audit visibility directly within the customer’s view.

  • An Anonymous User

    •

    Sep 25, 2025

    This is something I have been dreaming about for our content team.

    • Michael Ghattas

      Team•

      Sep 26, 2025

      We will make it come true then. In the meantime, we can send you these exports manually till its available on the platform as an export. Just reach out to us at support@pelcro.com and we’ll send it to you. Just please provide a drop box or google drive link to upload the data to.