The Edge
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WHAT IT IS
The Customer Contacts report provides a way to measure how much information yourassociates are collecting when they enter new customers.
WHAT IT DOES
This report shows how many birthdays, anniversaries, addresses, phone numbers, and emails were added for new customers in a given period.
HOW IT WORKS
To run the Customer Contacts report:
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Click Reports > Customers > Contacts. The Customer Contacts Report filter will appear.
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Options on this report include:
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Customer: Opens the Customer filter allowing you to enter additional criteria to narrow down your results.
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Entered Date: Returns only customers entered in this date range.
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Store: Returns only customers entered at this store.
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Group/Sort By: Groups the results by store, assigned associate, and/or entered associate.
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Show Details: Shows each individual customer. Leave unchecked for a summary only with total counts per associate.
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Show Contacts: Shows all contact methods entered for each individual customer.
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Page Breaks: Break to the next page for each grouping option.
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Use Report Criteria Cover Page: Include the reports criteria page.
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Include Colors on Report: Include colors on this report.
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Enter desired options and click OK to generate the report.
EXPAND YOUR EDGE EDUCATION
Want to know more? Click the button below or visit EdgeUser.com and search Customer Contacts Report for a more detailed breakdown of this report, with images. Continue to empower your business by watching webinars, reading articles from The Edge Knowledgebase, and engaging in discussions with fellow Edge users.
