Customer Reports of Lead Commerce allow you to run the following Report Types:
- Customers
- Leads
Each one of the Report Types above can be specified when creating a Customer Report. For example, you might want to run a report that tells you how many leads were generated by the website over the last 30 days. In this case, you would select the Report Type, Leads in order to do so. Report Types are a way of centralizing the area you are most interested in learning about or needing to report on. Additionally, the Report Type drop down on the Details section of the Report drill down page, controls what Attributes are called into the Criteria section. Any Attributes that you have defined for either Customers or Leads will be present on the Criteria tab automatically.
Customer Reports have the following Sections:
Details Section
| Name | This is the name you want to call your report. It should be something that you can easily remember and provide some description of the report itself (i.e. Top Customers by Revenue). |
| Status | This is the Status of the Report. You can have Reports that are Active, Inactive or Archived. |
| Report Type | This is the type of report you want to run. The Report Type is important as it controls what Custom Attributes will be pulled into the Criteria Section. You can change the Report Type selection after you have saved the report for the first time. Report Type is required. |
Criteria Section
The Criteria Section will change dynamically based on the Report Type selected in the Details section. We have indicated which filters you will see based on your Report Type selection.
| Customer Type (Customer, Lead) | Provides the ability to filter your result set by the Customer Type. |
| Status (Customer, Lead) | Ability to filter down the result set to the Customer or Leads status which can be Active, Inactive or Archived. |
| Purchasing History (Customer) | Purchasing History is a filter that allows you to find customers who have either Never Purchased, Purchased Only Once, or Customers who have purchased from you multiple times (i.e. more than once). There is also another option to build a report of both Single and Multiple purchasers, which allows you to isolate the non-purchasers from your result set in your report. |
| Customer Timeframe (Customer) | The Customer Timeframe filter allows you to limit your result set to just Customers who are new to the database. |
| Order Value Minimum (Customer) | The minimum amount a Customer's Order can be in oder to appear in the result set of the Report. |
| Order Value Maximum (Customer) | The maximum amount a Customer's Order can be in order to appear in the result set of the Report. |
| Record Timeframe (Lead) | This filter found on Leads, allows you to sort your Leads by the last time they were updated OR the Creation Date. This allows you to identify Leads that have been neglected by the Last Updated option. You can also build a report based on the Create Date, which would allow you to see how many new leads were created in a particular month for example. |
Columns Section
The Columns section of the Customers Report drill down contains specific data based on the Report Type selection. We have indicated within parenthesis, which columns are available based on the type of report you create.
| Company (Customer, Lead) | The Company associated to the Customer. |
| Customer (Customer, Lead) | The Customers first and last name. |
| Customer Email (Customer, Lead) | The customers email address on file. |
| Customer Fax (Customer, Lead) | The customers fax number. |
| Customer Phone (Customer, Lead) | The Customer phone number. |
| Customer Type (Customer, Lead) | The Customer Type associated to the Customer or Lead. |
| Number of Order Returns (Customer) | The total number of returns that an order has. |
| Number of Support Tickets (Customer) | The total number of support tickets the customer has created. |
| Order Total (Customer) | The total amount of Revenue a particular customer has spent with you. |
| Total Orders (Customer) | The total number of Orders a customer has placed with you. |
Process Section
The Process Section of the Sales Report drill down allows you to specify the time period you would like to run your report against. You can choose a start date and end date, in which case, your result set will only include those records that fit that dimension of time.
| Run Report (Button) | This is the button you select to kick off your report each time you want it to run. This will open up a dialogue box with the following options below. |
| Range Start On (Date Picker) | This is the start date of your report. |
| Range End On (Date Picker) | This is the end date of your report. |
| Do Not Include Column Headings (Checkbox) | This option will not include the column headings in the CSV file. |
| Do Not Include Column Sums (Checkbox) | This option will not include the summation of the columns in the CSV file output. |
File Upload Section:
| File Upload | This section displays all files that have been associated to this SKU. |
| Upload Files Button | This button is used to upload one or multiple files to the SKU from your computer. |
| Row level Colorbox | If you click on each file that has been uploaded it will open a dialogue window to allow you to make changes to the file name. |
| File Name | The name of the file |
| File URL | The full path URL of the file. |
History Section:
| User | This column indicates which user made the change to this SKU. |
| Action | This column indicates what was done. |
| Modified On | This column indicates when the change occurred. |
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