Customer Summary

The Customer Summary Tab contains a set of reports that provides an overall view of customers for the selected product(s). The information about customers is provided as numbers of open customers and a summary of customers month by month for the selected reporting period in comparison with the previous period.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-44 Options for Customer Summary Tab

Filter level	Filter	Filter Type
	Legal Entity	Drop-down list
	Product Type	Drop-down list
	Product	Drop-down list
	As of Date	Date selection
	Currency Type	Drop-down list
	Amount in	Drop-down list
Page	Period Level	Button selection

The reports that are generated are detailed in the following table:

Table 3-45 Report Details

Report Name	Report Description	Sub Report	Sub Report Description
Open Customer Over Time	This report shows the average no of open customers by LOB, in comparison with Pervious Year same period and for Month, would compare with Previous Month and with percentage Change. The period shown in the Table report will be by the period selected at the "As of Date" filter and the Period Level Selection radio button.	Open Customers Over Time- Tabular Report	This Tabular report shows the average number of open customers by LOB, in comparison with Pervious Year same period and for Month, would compare with previous Month and percentage Change. This report shows the LOBs selected at the Dashboard level LOB filter.
		Open Customers Over Time -Graph Report	This report shows the average number of open customers by LOB with percentage change through the graph. The Graph uses a Report Level LOB Filter where a single LOB can be selected to see the trend.
Customers Summary by Month	This report shows the average no of open customers, New Customers, and Closed Customers by LOB, in comparison with the previous year's same period and for Month, would compare with the Previous Month, and with percentage Change. The period shown in the Table report will be by the period selected at the "As of Date" filter and the Period Level Selection Radio Button.	Customer Summary by Month- Tabular Report	This Tabular Report shows the average number of open customers by LOB, in comparison with Pervious Year same period and for Month, would compare with previous Month and percentage Change. This report shows the LOBs selected at the Dashboard level LOB filter.
		Customer Summary by Month-Graph Report	This report shows the average number of open customers by LOB with percentage change through the graph. The Graph uses a Report Level LOB Filter where a single LOB can be selected to see the trend.