Customizing the Customer Activity Analysis report

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.

  1. To get started, go to the the Data Entry main window, click Reporting and then select Customer Activity Analysis Reports.
  2. Click the Configure and Generate Report tab.
  3. Under Select Report Type, choose from one of the following options:
    • Summary Report
    • Itemized Purchased Report (CSV Only)
    • Individual Check-In Report (CSV Only)
  4. 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
  5. Under SALES - Revenue Account Filter, choose any revenue accounts you wish to filter the report by from the dropdown menu or use All Accounts.
  6. 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.
  7. Click Generate Report to create your report. You will then be able to print, save or email the report.
  8. Click Save CSV to save the report as a CSV file that you can then open in Excel.
  9. Click Close to exit.

 

 

 

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