How To Generate A Detailed Customer Report?
Introduction
Customer report is a snapshot of the customers created in the application. The report depicts the group to which the customer belongs to along with the date and time when that customer was created. It also gives you the total value of sales made by that customer.
Steps To Generate A Customer Report
To generate a Customer Report, navigate to Home > Reports > Customer Report, and perform the following steps:
Select the Customer Group.
Specify the Date Range for which the report is to be generated.
Click on the Search button.
Customer Report for the specified fields is populated.
Export the Customer Report
Customer Report can be exported using the "Export" button. Click on the Export button and navigate to the location where you intend to save the Customer Report. Click on the Save button to save the file.
Print the Customer Report
Customer Report can be printed using the "Print" button. Click on the Print button to print the report.
Report Data
Customer
Displays the customer ID and name.
Customer Balance
This is the outstanding account balance for the customer.
Creation Time
Displays the Date and the Time when the Customer was created.
Last Sales Date
Displays the Date and the Time when the last sale was made by the customer.
Sales Value
Displays the value of sales to the customer.
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