The Customers Table
The Customers table lists your accounts and their data, so you can compare and prioritise them. It can show:
Engagement Levels for each account and product
Subscription information, such as renewal dates and ARR
Account assignment, such as CSM and team manager
Account information, such as region, segment and employee count
Custom fields unique to your organisation
Key metrics, such as active users
The top of the table shows how many customers match, and their total ARR.
Why use the Customers table
CS leaders can use saved views to review team performance, track risky and engaged customers, and understand the health of each book of business in minutes each week. CSMs can build views of their own accounts to review with their manager and agree actions on churn risk.
Choose which customers you see
Use the Customers dropdown to switch between All customers, your Team's customers, and customers assigned to you (Mine).
Choosing All, Team or Mine
Customise the table
Filter
Click the pencil next to Filters.
Choose a column. Use the search box to find it quickly.
Set the filter. For a list field, pick values to Include or Exclude. For numbers and dates, set a range.
Filtering on Account Tier, with Include and Exclude options
Add, remove and reorder columns
Click the pencil next to Columns.
Search Available columns and click a column to add it. Use Add all or Remove all to start again.
In Selected columns, drag to reorder, or click the X to remove a column.Customise the Customers Table
The column editor
If a custom field doesn’t appear in Available columns, an admin needs to turn on its Customer table toggle in Settings > Custom fields. See Make Hook Your Own with Custom Fields.
Sort
Click the pencil next to Sort by.
Find the column and click the up or down arrow to sort ascending or descending.
Sorting the Customers table
Turn on Expand columns to see long values in full.
Views
A view saves a set of filters, columns and sort so you can come back to it. Hook views are set up for everyone in your organisation; custom views are ones you or your colleagues create.
Create a view
Click + New view.
Enter a name and click Save and edit. The new view starts from the filters, columns and sort you have now.
Change the filters, columns and sort, then click Save.
Creating a new view
Edit a view
Choose the view from the View dropdown.
Click Edit this view, or change a filter, column or sort directly.
Click Save to update the view, Save as... to save a copy as a new view, or Cancel to discard your changes.
Save as and Cancel appear when a view has unsaved changes
Favourite and pin views
Open the View dropdown and click Manage views.
Click the star next to a view to add it to Favourite views at the top of the dropdown.
Click the pin next to a view to make it your default when you open the Customers table.
The View dropdown
Manage views, with pin, star and edit for each view
Export
Click Export and choose XLSX, CSV or TSV to download the current table. To download data as it was on past dates, use Export historical data.
Export options
Compare against
Use Compare against to see how metrics and engagement have changed since an earlier date. See Compare Against: Analyse Metrics and Engagement Over Time.
❓ Frequently Asked Questions
How can I see my own book of business?
Set the Customers dropdown to Mine, add the columns you need, and save it as a view.
How can I see the accounts managed by my team?
Set the Customers dropdown to Team. You can also filter on Team manager.
Can I share views?
Copy the URL from your browser's address bar and send it to another Hook user. To make a view available to everyone in your organisation, see Share Reports with your Organisation. To share with someone outside Hook, export the table.
How do I see the users at these customers?
Open the Users table and filter on the Customer column, or click a user-type count on an account's Users tab.
Related articles
Share Reports with your Organisation: make a view available to everyone in your organisation
Top 3 Reports for CS Leaders: example views to build