Customer Activity Report- Store Employee

Customer Activity Report- Store Employee

Customer Activity Report Overview

The Customer Activity Report in FTx Cloud POS provides a detailed overview of the registered customer’s interactions with the business. This report helps businesses identify loyal customers, analyze buying patterns, and offer personalized promotions. 
Info
If you access stores in different time zones, note that the system displays the local time of the selected store in the Left Panel.
This article includes information about:
  1. How to generate the Customer Activity Report for the selected date range. 
  2. How to Apply Filter Options to Customize the Report.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report. 

1. Reaching the "Customer Activity Report" 

  1. Step 1: Log into Control Center
  2. Step 2: Choose Store
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Customer Activity Report
Figure 1.1 below will help you better understand the navigation.
Figure 1.1

When you click "Customer Activity Report," the Customer Activity Report screen will open. As shown in Figure 1.2, it provides relevant filtering and sorting options.


 Figure 1.2

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 & Presets 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 coupon, 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 3.1
  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.
  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 Customers" 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. 

3.1 Filter By

The Filter By drop-down lets you select the report data using specific customers. It has two selection options: Show All and Filter By Customer
  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: Search: Use this Search box to search for a specific customer.
  2. 2: Customer List: This section shows the list of all customers. 
  3. 3: Selection Checkboxes: Select the required customers by checking the appropriate checkboxes.
  4. 4: Arrow: 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: Clear Selection: Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon.
  2. 2: Apply: Click "Apply" to apply the selection. 
  1. As Figure 3.1.4 shows, the selected customers' names are displayed under "Selected Filter Types." When you click "Generate Report," the system will generate the report only for the selected customers. 
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.
 Figure 3.2.1
  1. Select the specific date and time from the drop-down calendar. Alternatively, you can manually enter the date in MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."

Presets

The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc.
Please follow the steps below to choose the report's required date range using "Presets." 
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.2.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection. After making the appropriate selections for other filters, click on "Generate Report."
 Figure 3.2.2

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (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 provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen 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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