Reports
Accessing and Printing Customer-Specific Reports
The Reports window offers a convenient way to access a variety of customer-specific reports. Whether you need insights on customer spend, issue resolution rates, or other metrics, this information is easily accessible from the Customer Reports window.
To view or print your customer reports, follow these steps:
- Accessing Reports:
- Click on the Reports tab to open the reports window.
- From here, a dropdown menu will provide you with a selection of available customer-related reports.
- Available Reports:
The dropdown menu allows you to select from the following key customer reports:- Customer Activity: Displays a detailed history of customer interactions, including transactions, communications, and other related activities.
- Current Spend: Provides insights into the customer’s spending over a specified period, helping you track profitability and spending trends.
- Issue Resolution Rate: Displays the rate at which customer issues have been resolved, offering a performance overview of customer service.
- Viewing or Printing Reports:
To print a report from the Customer Reports window:- Click on the Reports option.
- Select the report you wish to view or print from the dropdown menu.
- Highlight the report, then click View to display the report on-screen, or Print to print it directly.
- If necessary, enter criteria such as date range or customer category to refine the report.
- Click OK to generate or print the report.
- Repeat for Additional Reports:
If you need to view or print multiple reports, simply repeat the process for each report you require.
