Customer Analysis report
Posted by Cameron Telfer, Last modified by Duncan Clarke on 20 December 2017 05:47 PM
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This report is accessed via Reports, then Marketing. This report is very useful for seeing at a glance what avenue of marketing has proved most beneficial for your business. This, of course, is only useful if the data is being captured when Customers move in, or sales inquiries are entered. The report displays a pie graph which proportions Customers to each marketing category you have set up, to a maximum of 18 categories. You can choose whether you want the report to be for old (ie: all Agreements that moved-in during the selected date range and are now inactive), active, or for all Agreements. You can also select the date range for the report. You can report on the following:
The options that can be selected for the purposes of this report are added / edited under Maintenance, then Types & Categories. What do the fields refer to?The fields displayed on the report may vary depending on the option you select prior to running the report, but here are explanations for some of the fields used on the report...
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