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Customer Reports

Understand your customers better with analytics and insights.

Available Customer Reports​

Customer List​

Complete customer database:

  • All customer details
  • Contact information
  • Last activity

Top Customers​

Your best customers by revenue:

  • Total revenue
  • Number of purchases
  • Average order value

New Customers​

Track customer acquisition:

  • New customers by period
  • Growth rate
  • Source (if tracked)

Customer Activity​

See customer engagement:

  • Last invoice date
  • Payment history
  • Communication log

Inactive Customers​

Identify customers who haven't bought recently:

  • Days since last invoice
  • Potential re-engagement opportunities

Running a Customer Report​

1. Go to Reports​

Click Reports in the left menu.

2. Select Customer Report​

Choose from available customer reports.

3. Set Filters​

  • Date range
  • Customer group
  • Activity status

4. Generate​

Click Generate to view results.

Understanding Customer Value​

Customer Lifetime Value (CLV)​

How much a customer spends over their relationship with you:

  • Higher = more valuable
  • Focus on retaining high-CLV customers

Recency, Frequency, Monetary (RFM)​

Segment customers by:

  • Recency - How recently they bought
  • Frequency - How often they buy
  • Monetary - How much they spend
SegmentDescription
ChampionsRecent, frequent, high spend
LoyalRegular customers
At RiskHaven't bought in a while
LostLong time since last purchase

Taking Action​

High-Value Customers​

  • Provide excellent service
  • Offer loyalty benefits
  • Prioritize their needs

At-Risk Customers​

  • Reach out with special offers
  • Ask for feedback
  • Re-engage with relevant content

Lost Customers​

  • Win-back campaigns
  • Survey why they left
  • Learn and improve

Exporting Customer Data​

  1. Generate the report
  2. Click Export
  3. Choose format
  4. Download
caution

Handle customer data responsibly and in compliance with privacy regulations.

Tips​

  • Review customer reports monthly
  • Identify trends in acquisition and churn
  • Segment customers for targeted marketing
  • Track customer satisfaction alongside revenue