01What it is
The customer report shows customers who had a job in the chosen date range. You pick the range with a shortcut (30 days, 90 days, 12 months) or from and to dates, and the tiles compare the result with the previous period of the same length.
A returning customer is one with more than one job in the range. The region comes from the customer's postcode in Poland.
With several locations, the location switch in the top bar narrows the report.
- NEW AND RETURNING
- Tiles compared with the previous period.
- GEOGRAPHY
- Customers' cities, regions and countries.
- DEMAND
- The types of work ordered most often.
02What it is for
Who brings the money
The ten most valuable customers on one chart.
Where to advertise
The cities and regions customers come from.
What to sell
The work customers order most often.
Do customers come back
A returning customers tile for the chosen period.
03Main options
The report has tiles compared with the previous period and three tabs.
New, returning and most valuable
Charts and the customer table.
- New customers over time and people versus companies
- The ten most valuable customers
- Table: jobs, revenue, average job value, first and last visit
Cities, regions and countries
Customers by where they live.
- Customers by city and share by region
- Customers by country, when there is more than one
- The city table with CSV export
Types of work
The work ordered most often and its share of revenue.
- Jobs, customers and revenue for every type of work
- A job with two types of work counts in both
04Tasks step by step
- STEP 1Open Modules › Reports › Customers.
- STEP 2Pick the 90 days range and compare the tiles with the previous period.
- STEP 3In Who they are click a customer to open their card.
- STEP 1Set the date range.
- STEP 2Use Export CSV in the Actions menu. The file has the same filters as the list.
05Actions
The most common tasks in the customer report.
Date range
30 days, 90 days, 12 months or a custom date range.
Location
The switch in the top bar.
Export CSV
The table with the current filters.
06What it connects to
Choose a module to see where the report gets its data.
Customer list
A customer name in the report leads to their card.
Go to the topicCustomer listSales funnel
Where enquiries come from is shown in the sales funnel.
Go to the topicSales funnel