Customer Reports
Customer Reports provide detailed analytics on your customer base, including order history, payment behavior, and engagement metrics. Use these reports to identify your most valuable customers, track outstanding balances, and understand customer purchasing patterns.
Accessing Customer Reports
Navigate to Reports → Customers from the main navigation. The report defaults to showing today's customer activity.
Filters
The filter panel allows you to refine your analysis:
- Date Range: Select start and end dates to analyze customer activity within a specific period
- Order Status: Filter to include only orders with certain statuses
- Generate PDF: Export the customer report as a formatted PDF
- Refresh: Reload the customer data
Overview Cards
The overview section displays aggregated metrics for quick insights:
- Total Customers: The number of unique customers who have placed orders in the selected period
- Total Orders: The combined count of all orders placed
- Total Order Value: The aggregate value of all orders
- Total Paid: The sum of all payments received from customers
- Outstanding Balance: Total amounts still owed by customers
Multi-Currency Support: If customers have placed orders in different currencies, totals will be displayed separately for each currency.
Customer Distribution Chart
A pie chart visualization showing the distribution of orders by customer, making it easy to identify:
- Your highest-volume customers
- Revenue concentration across your customer base
- Opportunities to diversify your customer portfolio
Customer Details Table
The main data table provides comprehensive information about each customer:
| Column | Description |
|---|---|
| Name | Customer name (click to view full customer profile) |
| Customer Since | The date when the customer first placed an order |
| # of Quotes | Total number of quotes generated for this customer |
| Quote Value | Combined value of all quotes |
| # of Orders | Total number of orders placed by this customer |
| Order Value | Combined value of all orders |
| Amount Paid | Total payments received from this customer |
| Balance | Outstanding amount owed (Order Value - Amount Paid) |
| Sales Rep | The assigned sales representative |
| Actions | Quick actions (view customer details) |
Sorting and Pagination
- Click any column header to sort the table by that column
- Use pagination controls to navigate through large customer lists
- Select how many customers to display per page (10, 25, 50, or 100)
Mobile View
On mobile devices, the table adapts to show a condensed view with:
- Customer name
- Order value summary
- Outstanding balance
- Quick details button
Customer Details Modal
Click on a customer or the details button to open a modal with additional information:
- Complete customer contact information
- Full order history within the date range
- Payment transaction history
- Quote history
- Sales representative details
Export Options
PDF Report
Click Generate PDF to create a formatted document containing:
- Summary statistics
- Customer distribution chart
- Complete customer data table
- Date range and filter information
Understanding Customer Metrics
Quote-to-Order Conversion
Compare the number of quotes to orders for each customer to understand conversion rates:
Conversion Rate = (# of Orders / # of Quotes) × 100Customer Lifetime Value
While viewing customer history, consider:
- Total order value over time
- Payment reliability (balance vs. paid)
- Order frequency
Outstanding Balance Analysis
Use the Balance column to identify:
- Customers with overdue payments
- High-risk accounts
- Collection priorities
Tips for Using Customer Reports
- Identify VIP Customers: Sort by Order Value to find your highest-value customers
- Monitor Payment Health: Review outstanding balances regularly to manage cash flow
- Track Sales Rep Performance: Use the Sales Rep column to evaluate team performance
- Analyze Trends: Compare different date ranges to identify customer behavior patterns
- Follow Up on Quotes: High quote values with low order counts may indicate opportunities for follow-up
- Segment Your Customers: Use the insights to create targeted marketing or loyalty programs