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      Customer Management: Reports

      The Reports section allows you to view the Customer sales reports grouped by the selected Period, Customer, Customer channel, and Product.

      To view the report, go to the Customer Management > Reports section. 

      customer reports 1

      Sales by Period

      The “Sales by Period” tab allows you to view all the Customers' sales grouped by each date of the selected time range. 

      You can narrow down the search results by using the following filters:

      • Filter Date: Select the date range.
      • Filter Group: Select the preferred view of the report (By Day / By Week / By Month).
      • Customers: Select a specific Customer.
      • Filter Type: Select the “RETURNS” option to display the transactions for which the Customer was credited. Select the “ADJUSTMENTS” option to display the adjustment transactions.

      The list contains the following information:

      • Period: The date from the chosen time range.
      • Transaction: The number of Customer transactions for the displayed date. 
      • Amount: The total sales amount for the displayed date.

      Sales by Customer

      The “Sales by Customer” tab allows you to view the sales report grouped by each Customer. 

      customer reports 2

      You can narrow down the search results by using the following filters:

      • Filter Date: Select the date range.
      • Clients: Select a specific Customer.
      • Filter Type: Select the “RETURNS” option to display the transactions for which the Customer was credited/. Select the “ADJUSTMENTS” option to display the adjustment transactions.

      The list contains the following information:

      • Customer: The name of the Customer in the system.
      • Transactions: The total number of the Customer’s transactions.
      • Amount: The total sales amount for the Customer.

      Sales by Channel

      The “Sales by Channel” tab allows you to view the sales report grouped by Customer channels. 

      customer reports 3

      You can narrow down the search results by using the following filters:

      • Filter Date: Select the date range for the report.
      • Customer: Select a specific Customer.
      • Filter Type: Select the “RETURNS” option to display the transactions for which the Customer was credited. Select the “ADJUSTMENTS” option to display the adjustment transactions.

      The list contains the following information:

      • Channel: The name of the Customer channel (campaign) in the system.
      • Transactions: The number of transactions for the selected channel.
      • Amount: The total sales amount for the selected channel.

      Sales by Product

      The “Sales by Product” tab allows you to view the Customer sales report grouped by each Product in the system.

      customer reports 4

      You can narrow down the search results by using the following filters:

      • Filter Date: Select the date range for the report.
      • Customer: Select a specific Customer.
      • Filter Type: Select the “RETURNS” option to display the transactions for which the Customer was credited. Select the “ADJUSTMENTS” option to display the adjustment transactions.

      The list contains the following information:

      • Product: The name of the Product in the system.
      • Transactions: The number of transactions for the selected Product.
      • Amount: The total sales amount for the selected Product.