| Oracle® Retail Xstore Point of Service Reports Guide Release 18.0 F10772-03 |
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This chapter contains information about the following reports:
This report contains a list of customers in the database that match your selection criteria. The basic customer information includes:
Last and First Name
Home Phone, Work Phone
Email address
Mail Flag (If yes, indicates customer agrees to receive store promotion information).
Birth Date
Addresses: (City, State, Postal Code)
Primary (default is HOME, only one address may be defined as the primary)
Other addresses such as WORK, VACATION, and so on
A summary version and a detail version of this report are available. The detail report includes all the summary information as well as additional information that analyzes physical and non-physical purchases by department, class, or item, and units purchased and amount.
If you select a detailed report at the Department merchandise level, Class merchandise level, or the Item merchandise level, a subreport is available below the Purchase History section.
Table 11-1 Customer List Report Parameters
| Parameter | Description |
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Customer Information |
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Name |
Customer last name and first name. |
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ID |
Customer identifier. |
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Home |
Home phone number. |
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Work |
Work phone number. |
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Primary email address. |
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Birthdate |
Customer birthdate. |
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Mail Flag |
If Yes, indicates customer agrees to receive store promotion information. |
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Address |
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Primary |
If Yes, indicates the customer's primary address. |
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Type |
Type of address (for example, Home or Work). |
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Address |
Full address. |
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Purchase History |
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Last Activity Date |
The most-recent date the customer purchased items. |
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Sale Amount |
The total value of all purchases made by the customer within the date range selected. |
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Number of Sales |
The number of sale transactions made by the customer within the date range selected. |
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Return Amount |
The total value of all items returned by the customer within the date range selected. |
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Number of Returns |
The number of return transactions made by the customer within the date range selected. |
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Merchandise |
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Merchandise Level (for example, Department, SubDepartment, or Item) |
The identifier for the indicated merchandise level. |
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Description |
The description of the merchandise level. |
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Count |
Number of items purchased within that merchandise level. |
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Amount |
Total amount spent on all items in the merchandise level. |
Select an option or make entries in any of the following fields to determine report output:
Date Range: Enter a single fixed date, a date range (begin and end dates) or select a relative date option (Yesterday, Last Week, and so on) from the drop-down list.
Assigned Associate: If your system is configured to associate an employee ID with a customer, this field may be used to enter the Associate's ID (the employee ID).
Postal Code: Enter a postal (zip) code.
City: Enter the city name.
State: Enter a two-character state abbreviation.
Store #: Enter a specific store number if you want to restrict the report to only one store.
Merchandise Level: Select Department, Class or Item from the drop-down list.
Starting/Ending Amount: Enter a range of values for the purchase amount. Type the starting purchase amount on the top line and the ending purchase amount on the line below.
Starting/Ending Return Amount: Define a range of values for merchandise that was returned to the store. Type the starting return value on the first line and the ending return value on the line below.
Show Merchandise Level: Yes or No to display the item level details.
Sort Order: Select an option to sort the report by:
Customer Last Name
Postal Code, Customer Last Name
This report provides current and historical information about a customer's loyalty accounts. This report is printed from the Customer Account tab in Customer Maintenance screen. This report shows each transaction which affected a customer loyalty or award account.
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Note: Any activity rows returned from the Oracle Retail Customer Engagement Cloud Services that are marked as voided show a line through the row. |
Table 11-2 Loyalty Account History Report Parameters
| Parameter | Description |
|---|---|
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Date |
The date and time when the transaction took place. |
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Account |
The last four numbers of the card on which the loyalty account exists, followed by the name of the loyalty account. |
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Activity |
The type of activity. This can be one of the following:
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Award Effect |
The effect of the award in terms of monetary effect on the account. |
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Point Effect |
The effect of the points in terms of the number of points changed. |
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Pending? |
Shows a checkmark if the loyalty points are still pending. |
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Store |
The store number where the transaction took place. |
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Trans # |
The Xstore Point of Service transaction number for the activity. |
This report provides summary information about configurable customer accounts (CCAs) such as Pre-Sale accounts and On Hold accounts, as well as other customer accounts such as Layaways and Special Orders.
Table 11-3 Customer Account Activity Summary Report Parameters
| Parameter | Description |
|---|---|
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Account Number |
The customer account identifier. |
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Customer Name |
The customer's first and last name. |
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Phone Number |
The customer's phone number. |
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Account data |
Type: The type of customer account. Status: The status of the customer account |
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Date |
Setup: The date the account was set up. Last Activity: The most recent date for any activity on the account. Last Payment: The most recent date for any payment on the account. |
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Total |
The account total. |
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Payments |
The payment amount on the account. |
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Balance |
The balance due on the account. |
Select an option or make entries in any of the following fields to determine report output:
Base Age On: Select an option from the list including Setup Date, Last Activity Date, Last Payment Date.
Date Range: Enter a single fixed date, a date range (begin and end dates) or select a relative date option (Yesterday, Last Week, and so on) from the drop-down list.
Customer Account Type: Select an account type from the list: ALL, House Account Payment, Escrow, Work Order, Special Order, Layaway, Credit Payment, Sale to Ship, Pre-Sale, On Hold
CCA Account Status: Select an account status from the list: Open, In Progress, New, Closed, Abandoned, Voided, Delinquent, Pending, Ready to Pickup, Closed Escrow, Inactive, Refundable, Overdue
Sort Order: Select Customer Last Name or Setup Date from the list.
