Loyalty Customer Analysis Report

This report offers a wide range of filters so a detailed list can be created reflecting customers’ requirements making it easier to create targeted marketing or promotions.

1. In System Menu, Reports > Report Generator

2. Customer Reports

3. Select Loyalty Customer Analysis

4. Select Open Report

5. Location Pre-Selected

6. Select Transaction Date

7. Select Criteria

6. 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)

7. Click find and then select tagged

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

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