When running a customer activity analysis you can choose from a number of different options for configuring the report. In this article we’ll look at how you can customize your report.
- To get started, go to the the Data Entry main window, click Reporting and then select Customer Activity Analysis Reports.
- Click the Configure and Generate Report tab.
- Under Select Report Type, choose from one of the following options:
- Summary Report
- Itemized Purchased Report (CSV Only)
- Individual Check-In Report (CSV Only)
- Under Report Options, choose any of the following as applicable:
- Include activity start date in report results: If unchecked the report will include results beginning with the next day for each customer.
- Include extended customer details: This will include current status, type and subtype.
- Include customer email address
- Include customer age
- Under SALES - Revenue Account Filter, choose any revenue accounts you wish to filter the report by from the dropdown menu or use All Accounts.
- Under SALES - Product Filter, choose any products you wish to limit the report by.
- Note that when both account and product filters are assigned, the results will include transactions that match either the account or products filter.
- Click Generate Report to create your report. You will then be able to print, save or email the report.
- Click Save CSV to save the report as a CSV file that you can then open in Excel.
- Click Close to exit.
Comments
Please sign in to leave a comment.