Customer Reports
Understand your customer base and their purchasing behaviour.
Standard Customer Report
Customer Lifetime Value Analysis - individual customer value and transactions
Purchase Behavior Timeline - new versus repeat customers
Customer Segment Growth - low, medium and high value customers
RFM Analysis - customers categories by loyalty
Customer Group Distribution - categoried by industry group
Customer Value Segments - low, medium and high value customers
Top Performing Customers - list from highest to lowest
Customer List Report
Overview of all customers:
Name - Customer name
Contact - Phone/email
Total Spent - Lifetime purchases
Visits - Number of transactions
Last Visit - Most recent purchase
Account Balance - Amount owing
Filtering Customers
Filter by:
Has account
Account balance
Last purchase date
Total spent
Top Customers Report
Your best customers by spend:
Go to Reports > Top Customers
Select time period
See ranked by:
Total spent
Number of visits
Average transaction
Use This For
VIP customer identification
Loyalty program targeting
Customer appreciation
Account Balances Report
All customers with outstanding balances:
Customer - Name and contact
Balance - Amount owing
Credit Limit - Maximum allowed
Available - Remaining credit
Last Payment - Most recent payment date
Oldest Invoice - Days outstanding
Aging Report
See how old debts are:
Current (0-30 days)
30-60 days
60-90 days
Over 90 days
Customer Activity
Individual customer history:
Select a customer
View all transactions
See:
Purchase history
Payment history
Account activity
Repairs
Tips
Use Ageing Report to chase overdue accounts.
Identify and appreciate your best customers.
Find customers who haven't visited recently for win-back campaigns.