Customer Activity Report

Customer Activity Report

Customer Activity Report Overview

Comprehending customers' sales behaviors, particularly their purchasing patterns and payment methods at the point of sale, can enhance the store's sales and inventory management. The deeper the understanding of customers' sales behaviors, the more effectively they can be served.

FTx Cloud POS offers detailed sales data for registered customers. The "Customer Activity Report" allows a straightforward review of registered customers' purchase history. This sales data is instrumental in grasping the purchasing and transaction tendencies of the store's clientele.

How the customers can be onboarded in the system (FTx Cloud POS):
  1. Employees/cashiers can register them by entering their profile details at the POS.
  2. A sales manager/super admin can create a customer's detailed profile using Control Center.
This article includes information about:
  1. How to check the "Customer Activity Report"
  2. How to check the sales data for specific customers (customer filter)
  3. How to check the sales data of House Account Customers

1. Reaching the "Customer Activity Report"

  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Customer Activity

Figure 1.1 below will help you understand the navigation better.



Figure 1.1

When you click "Customer Activity," the "Customer Activity Report" screen will open with relevant filtering and sorting options, as Figure 1.2 shows.


Figure 1.2

The report data will be empty initially. To generate a report, choose a date range, select the appropriate filters, and click "Generate Report." 

2. Generating the "Customer Activity Report"

Please follow the steps below to generate the "Customer Activity Report" that meets your requirements. 
  1. Navigate to the Customer Activity Report screen.
  2. Select a date range and click "Generate Report" to view the Customer Activity Report for that date range.
    1. The Customer Activity Report can be tailored to your needs using the Filter By, Date Range & Preset, Store and Location Groups filters, Page Break By Customer, Include Deleted Customers, and Only House Accounts checkboxes. Applying multiple filters allows for greater specificity in the report. For further details on these filters, please refer to point 3. Report Filter Options. 
    2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  3. When you click the "Generate Report" button after selecting the date range, the system will show the customer-wise activity records, as Figure 2.1 shows. 

Figure 2.1

Report Fields: 
  1. Customer: This top bar shows the customer's name. 
  2. Store: This column shows the store's name (location) where the customer purchased items.
  3. Date: This column shows the date and time the customer completed the transaction at the POS.
  4. Reg #: This column shows the POS Register Number where the sale occurred.
  5. Receipt #: This column shows the receipt number for the sale.
  6. Amount Tendered: This column shows how much money was paid by the customer.
  7. Reconciliation Bucket: This column shows the customers' mode of payment, such as cash, Visa, store soupon, loyalty redemption, etc. If the customer returns the items, the tendered amount will be displayed with a negative sign.

3. Report Filter Options

FTx Cloud POS lets you view the Customer Activity Report records according to your preferences using various filter options. You can configure the report with any single filter or combination of multiple filters, as highlighted in Figure 3.1.

Figure 2.2
1: Report Filters: 
  1. Filter By: This filter lets you view the report for the selected customers. Point 3.1 Filter By (Customers) explains further details. 
  2. Date Range and Presets: This filter lets you select the report's time interval. Point 3.2 Date Range & Presets explains further details.  
2: Store and Locations: This filter lets you view the report for the selected stores (locations) or location groups. Point 3.3 Filter Store and Location Groups explains further details. 

3: Checkbox Filters: 
  1. Page Break By Customer: If you tick the Page Break By Customer checkbox when generating a report, each customer's activity data will be printed on a separate page while printing the report.
  2. Include Deleted Customers: When generating the report, tick the Include Deleted Customer checkbox to include the deleted customer's activity data. 
  3. Only House Accounts: When generating the report, tick the Only House Accounts checkbox to include only house account customers' activity data in the report. 

3.1 Filter By (Customers):

The Filter By drop-down lets you select the report data using specific customers. It has two selection options:
  1. Show All: The system selects "Show All" by default. It considers all customers when generating the report for the selected locations. The "Manage" button is disabled for this option. 
  2. Filter By Customer: This option generates the report by selecting specific customers. Once you choose this option, the system will enable the "Manage" button to set up the filters. 
Please follow the steps below to select specific customers. 
  1. Select the Filter By Customer option in the Filter By drop-down and click the "Manage" button.

Figure 3.1.1
  1. The Manage Filters screen will appear, showing the customer list, as Figure 3.1.2 shows.

Figure 3.1.2
  1. 1: Use this Search box to search for a specific customer.
  2. 2: Select the required customers by checking the appropriate checkboxes.
  3. 3: Click the green Arrow button to move the selected records to the Selected Area. 
  1. The Manage Filters screen will look like the one in Figure 3.1.3.

Figure 3.1.3
  1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Click "Apply" to apply the selection. 
  1. As Figure 3.1.4 shows, the selected customers' names are displayed under "Selected Filter Types."

Figure 3.1.4

3.2 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval:
  1. Click inside the Start Date field. The drop-down calendar will appear as shown in Figure 3.2.1.
  2. Select the specific date and time. You can manually enter the date in MM/DD/YYYY format.
  3. Click inside the End Date field and follow the same process. 
  4. After making the appropriate selections for other filters, click on "Generate Report."

Figure 3.2.1
Presets

Use the Presets drop-down to select the specific duration/interval, i.e., Today, Yesterday, This Week, Last Week, etc., to generate the report as shown in Figure 3.2.2.
  1. Please click on the required timeframe and then click "Generate Report." The system will generate and show the report based on your selection. 

Figure 3.2.2

3.3 Filter Stores & Location Groups

The Store and Location Group filter lets you view the report for selected stores (locations) and location groups. Please follow the steps below to apply the filter.
  1. Click the "No Filter Selected" button in the top right, highlighted in Figure 3.3.1.

Figure 3.3.1
  1. The Manage Filters screen will appear, as Figure 3.3.2 shows. 

Figure 3.3.2
  1. 1: Manage Filters Drop-Down: The drop-down shows the list of saved custom filters if there are any. Select the required filter from the drop-down and click the "Apply" button to apply the filter. The Manage Filters button next to this drop-down helps you open the Manage Saved Filters screen. Point 3.3.1 Save and Manage Location Filters explains more details.
  2. 2: Parameter Tabs: You will see two tabs: Store and Location Group. Select the required tab, e.g., Store, to create or apply a custom filter specific to the selected stores. 
  3. 3: Use this Search box to search for a specific store. 
  4. 4: Use this drop-down to view the results (stores or location groups) based on Pricebook Zone. 
  5. 5: Use this drop-down to view the results (stores or location groups) based on three parameters: All Locations, Only Active, and Only Deleted. 
  6. 6: Results: This section shows the list of selected parameters. For example, if you have selected the Store tab, it will show a list of stores.  
  7. 7: Selection Checkboxes: You need to select the required stores by ticking the checkbox. 
  8. 8: Arrow: Click the green Arrow button to move the selected stores to the Selected List. 
  1. The Manage Filters screen will look like the one in Figure 3.3.3.

Figure 3.3.3
  1. 1: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Click "Apply" to apply the selection. You can click the "Save Filters" button to save the custom filter for future use. Point 3.3.1 Save and Manage Location Filters explains the details.

3.3.1 Save and Manage Location Filters

You can also save the configured custom filters for future use.
  1. Click the "Save Filters" button shown in Figure 3.3.3.
  2. The Name screen will appear as shown in Figure 3.3.1.1. Enter the name of the custom filter and click "OK." A success message will appear, and the custom filter will be saved. You can see this custom filter listed in the Manage Filters drop-down.

Figure 3.3.3.1
  1. You can use the saved custom filter from the Manage Filters drop-down whenever needed and delete it when you no longer need it. Open the Manage Filters screen again and follow the steps shown in Figure 3.3.1.2 according to your requirements.   

Figure 3.3.1.2
1: Saved Filter Drop-Down: All saved custom filters will appear in the Saved Filter drop-down. You can select the required custom filter and click "Apply." 
2: Manage Filters: Use the "Manage Filters" button to view and manage the saved filters. The "Manage Saved Filters" pop-up screen will appear when you click the "Manage Filters" button. 
3: Filter Name: The Filter Name list shows all saved custom filters. Click on a filter's name to select it.     
4: You can click "Select Filter" or "Delete."
  1. "Select Filter": Click on the filter's name, then click the "Select Filter" button to select any filter from the list.
  2. "Delete": Use the "Delete" button to remove the filter no longer required from the list. Click on the filter's name and then the "Delete" button. A warning message will appear. Click "OK."
  1. Similarly, you can filter the records by selecting the location group(s). When you set up the filters for locations (stores) and location groups, you can see the chosen details by hovering the mouse cursor over the Filter button, as shown in Figure 3.3.1.3.

Figure 3.3.1.3

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at defined frequencies (Daily, Weekly, Bi-weekly, Monthly, Quarterly, etc.) 

Please refer to Scheduling a Report to learn how to schedule a report.

5. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

6. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 

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