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)
  

• 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
  

• Note that when both account and product filters are assigned, the results will include transactions that match either the account or products filter.