Customer List Report

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
Customer Information
Name	Customer last name and first name.
ID	Customer identifier.
Home	Home phone number.
Work	Work phone number.
Email	Primary email address.
Birthdate	Customer birthdate.
Mail Flag	If Yes, indicates customer agrees to receive store promotion information.
Address
Primary	If Yes, indicates the customer's primary address.
Type	Type of address (for example, Home or Work).
Address	Full address.
Purchase History
Last Activity Date	The most-recent date the customer purchased items.
Sale Amount	The total value of all purchases made by the customer within the date range selected.
Number of Sales	The number of sale transactions made by the customer within the date range selected.
Return Amount	The total value of all items returned by the customer within the date range selected.
Number of Returns	The number of return transactions made by the customer within the date range selected.
Merchandise
Merchandise Level (for example, Department, SubDepartment, or Item)	The identifier for the indicated merchandise level.
Description	The description of the merchandise level.
Count	Number of items purchased within that merchandise level.
Amount	Total amount spent on all items in the merchandise level.

Criteria Selections for Customer List Report

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

Figure 11-1 Sample: Customer List Report