Customer reports can be helpful in keeping track of customer data such as their orders, total purchases, delivery address, etc.
- Navigate to the “Admin” section and log in.
- Select “Reports” located in the sidebar menu.
- Press on the “+” icon to expand a report category, or the “-” icon to collapse a report category.
- Reports within the “Customer” category is as follows:
- Customer:
- Detail Report – Compiles all of the requested customer information without performing any aggregation (e.g. a total, average, minimum or maximum value.)
- General Report – A cursory report on a selection of customer accounts filtered by Customer ID, Customer Name, Zip Code, Company, Groups, and Classes or any combination of these.
- Other Report (Sales, Special Events, etc.) –
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- Total Purchases – Displays the total amount of revenue from each customer, as well as the date of their last purchase.
- Last Visit – Displays the date of the last purchase of each customer.
- Special Events – N/A
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- Customer:
- You can either email, preview, export or print these reports.