Customer Segmentation

(Highly recommended Report)

This report will group customers activities based on the frequencies of visits, total spend, and it will give you the opportunity to entice customers back to your store, create targeted promotions etc.

1. In System Menu, Reports > Report Generator

2. Customer Reports

3. Select Customer Segmentation

4. Select Open Report

5. Location Pre-Selected

6. Select Transaction Date

7. Tick criteria

8. Process Now (for all items) or Select Items (Select Items, the search screen in Item maintenance will open, Select category e.g. Front/Dispensary or can drill down through selected sub-categories)

9. Click find and then select tagged

10. Select Process Now or Add to Schedule (See Scheduled Reports - How to setup)

11. When the report appears on the screen, select Show Preview and then print this page (PDF) or Export to Excel