Running the Report


To run the Customer Performance report:

  1. Click Reports > Analytics > Customers > Performance

     
  2. Specify the Sale Date range you wish to analyze.  Leave other fields blank.
  3. If you do not want to include open layaways (i.e. not picked up) as sales, check the Exclude Open Layaways option.
  4. If you want to base the calculation on total money collected instead of total sales made, check the Based on Tender option.
  5. Click OK to generate the report.

 

 

Updated on Tue, 12 Dec 2023 by Angela Chiaravalle

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