ClickCease
CRM Reports

CRM stands for “Customer Relationship Management”. It’s important for maintaining a solid relationship with your customers and helps to build on their trust and loyalty, encouraging repeat business.


 

  1. Navigate to the “Admin” section and log in.
  2. Select “Reports” located in the sidebar menu.
  3. Press on the “+” icon to expand a report category, or the “-” icon to collapse a report category.
  4. Reports within the “CRM” category is as follows:
    • CRM:
      • Parameters – N/A
      • Points – Displays the number of points earned by each customer in a given span of time.
      • Visit – Displays the number of separate purchases by each customer in a given span of time.
  5. You can either email, preview, export, or print these reports.

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