Customer Reports

Reports are vital to any business, and customer reports in particular can provide you with valuable information about the people that love your stores. PayGo lets you track customer profiles, shopping histories and frequent buyer programs right from your Menu Screen.

Accessing Customer Reports Through the Reports Screen

To access customer reports, click the Reports button on your Menu Screen. This will take you to the Reports screen.

In your Reports screen, you will see a box for Customer Reports. In this box, there are three different buttons you can choose from.

Note: When clicking on a button to see a report, certain reports will open a pop-up window to ask if you would like to see the report in full Detail, or as a Summary of the report. A detail view will include all relevant information about the report focus, and a summary will show general information. Detail and summary views are explained in all sections where the choice is available.

Customer List: This is where you can see a list of all of your registered customers. When this button is clicked, you will be taken to a Search Screen where you can set parameters for the search, from state to company to ZIP code, among other choices. The report will show each customer’s name and ID, their phone number, and full address.

Performance by Customer: This is where you   When this button is clicked, a pop-up window will ask you to specify which date range you would like to see the report for. When the date range has been selected, another pop-window will ask you if you would like to specify any additional find criteria. If you choose Yes, you will be taken to an advanced Search Screen that will allow you to search with the customers ID, name, address, or date the customer account was created/modified. You will be given the option to sort by totals, margin or quantity sold. You can also choose to omit sales with no data. The report will show the customer’s name and ID, quantity of sales, the total spent in your stores before tax, last and average cost of goods sold, and the last and average cost of margin.

Customer Sales Detail: This is where you can see reports on individual customer sales. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). A pop-up window will ask if you would like to include gift certificate sales. The report shows each customer within the date range, with the invoice number and date of each purchase. It also show the name, ID number and quantity of each item purchased, and the pre-tax total of each item.

Additional Customer Reports in the Reports Button

In addition to the customer reports shown in the Report button’s Customer Reports section, you can also find additional customer information in other sections.

Today’s Sales by Customer: Found in the Sales Reports box, this is where your will see your sales for the day, broken down by customer. The Detail view lists each customer’s quantity and dollar amount totals, as well as the invoice number and the name and ID of each item that was sold. The Summary shows each customer’s name and ID, the quantity of items bought, the invoice total before tax, percentage of total sales that each customer bought, the last cost of the goods sold as well as the average cost of goods sold, the last cost of the sale’s margin sold (including the percentage of total sales) as well as the average cost of the total’s margin (including the percentage of total sales). Totals for each can be viewed at the end of the report.

Returns: Also found in the Sales Reports box, this is where you can view any returns that your stores might have processed. When this button is clicked, you will be taken to a Search Screen where you can specify a set of dates to analyze (as well as any other search parameters you may choose). The report is broken down by departments, and shows each returns transaction code, invoice number, date posted, item ID and name.  It also shows the quantity of items returned, which user was logged into the system when the return was processed, the name of the customer returning the item and the record type and notes for the return. In addition, it shows your retail price for the item and the amount of money returned. Totals can be viewed at the end of the report.

Customer Reports Through Customer Profiles 

In addition to the Reports function on your Menu Screen, you can also access some customer reports through each customer’s profile. To access customer profiles, you can either click the Find button on your Menu Screen and perform a search, or click the List All button on your Menu Screen and select from a list of all the customers registered within your PayGo system. Select a customer on either list by clicking the Magnifying Glass icon to the left of the customer’s name. This will take you to the Customer Entry screen.

In the Customer Entry screen, you have a few options for viewing reports.

History button: This is where you can view the customer’s sales history.

Credits button: This is where you can see if the customer has any gift certificates or in-store credits. These things are added to customer accounts at the time of transaction, if the customer has been selected in the Sales Screen.

Frequent Buyer Tab: This is where you can see if the customer has been added to any kind of frequent buyer program. In this tab, you will be able to see what frequent buyer level the customer is working towards, as well as their point histories for both their current level and all program levels. This screen will also show you the customer’s point target, current point total, and points remaining until the customer graduates into the next level.

For more on creating a frequent buyer program for your customers, see Creating a Membership Discount.

 

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