Skip to main content

Table of Contents

Exporting Customers in a Segment


Only available versions of this content are shown in the dropdown

After you populate a Segment, you can export a list of its unique customers.

  1. Use the customer grid to view the customers in the Segment.

    • For Criteria Segments, click the Show customers link in the Segment header panel. This launches a pop-up grid listing the customers in the Segment.
    • For List Segments, the same customer grid is available directly on the Customer list tab of the Segment.
  2. The customer grid displays the built-in Default customer view. If your implementation team defined other views for the customer grid, you can switch to them by selecting the view in the list and clicking View.

    To define a custom data view, create a Report Definition in the Customer- class that has a custom field named DataManagement and value Views.
  3. Export the data view to a CSV file.

    • For Criteria Segments, click Export in the pop-up window which displays the customer grid.
    • For List Segments, ensure that the Segment is checked in, and then click Export on the Customer list tab of the Segment.
Did you find this content helpful?

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.

Ready to crush complexity?

Experience the benefits of Pega Community when you log in.

We'd prefer it if you saw us at our best.

Pega Community has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice
Contact us