K Customer reports

In this section you have the opportunity to view the individual reports on the topic Mobile People CRM.

Below you can see in the table which information can be viewed in the individual reports.

customer reports Turno. operation operator station profit center Groups Items Voids Loss Rab. VAT Use of goods Num. kinds In-Out-Cash Comparison Tip time
Postal code evaluation                                  
Postcode turnover yes                                
Customer transaction comparison report yes           yes                    
Customer transaction report yes           yes                    
accounts receivable report yes                                
Customer item report yes           yes                    
customer account report yes           yes                    
Customer account booking list yes           yes                    
Prepaid card overview yes                                
Prepaid card overview without grouping yes                                
Prepaid account history yes                                
customer booking report yes           yes                    

 

Option switch for e-mail addresses

The radio button Extended list incl. e-mail outputs the e-mail address of the customers in addition to the customer name and customer number, e.g. in the customer transaction report. Reports with this function offer the switch at this position.

Option switch Do not take into account operations with a negative amount

This option is also only ever decisive when, for example, working with returns and these could distort the customer average.

Example:

1 customer with 50,- turnover

1 customer with 30,- turnover

1 customer with 70,- turnover

= 150,- turnover on 3 customers = 50,- average per customer.

If a customer is paid out 50,- by means of a return, the average, taking into account this return (counter off), is as follows

1 customer with 50,- turnover

1 customer with 30,- turnover

1 customer with 70,- turnover

1 customer (return) -50,- turnover

= 100,- turnover per 4 customers = 25,- average per customer.

Therefore, you should activate the switch in case you work this way.

Back to the parent page: Handling the Report Manager