11 Consumer Reports
Customer List Report
This report contains a list of customers in the database that match your selection criteria. The basic customer information includes:
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Last and First Name
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Home Phone, Work Phone
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Email address
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Mail Flag (If yes, indicates customer agrees to receive store promotion information).
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Birth Date
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Addresses: (City, State, Postal Code)
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Primary (default is HOME, only one address may be defined as the primary)
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Other addresses such as WORK, VACATION, and so on
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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. |
|
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:
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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.
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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).
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Postal Code: Enter a postal (zip) code.
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City: Enter the city name.
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State: Enter a two-character state abbreviation.
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Store #: Enter a specific store number if you want to restrict the report to only one store.
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Merchandise Level: Select Department, Class or Item from the drop-down list.
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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.
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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.
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Show Merchandise Level: Yes or No to display the item level details.
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Sort Order: Select an option to sort the report by:
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Customer Last Name
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Postal Code, Customer Last Name
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Figure 11-1 Sample: Customer List Report
Loyalty Account History Report
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.
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 |
---|---|
Date |
The date and time when the transaction took place. |
Account |
The last four numbers of the card on which the loyalty account exists, followed by the name of the loyalty account. |
Activity |
The type of activity. This can be one of the following:
|
Award Effect |
The effect of the award in terms of monetary effect on the account. |
Point Effect |
The effect of the points in terms of the number of points changed. |
Pending? |
Shows a checkmark if the loyalty points are still pending. |
Store |
The store number where the transaction took place. |
Trans # |
The Xstore Point of Service transaction number for the activity. |
Customer Account Activity Summary Report
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 |
---|---|
Account Number |
The customer account identifier. |
Customer Name |
The customer's first and last name. |
Phone Number |
The customer's phone number. |
Account data |
Type: The type of customer account. Status: The status of the customer account |
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. |
Total |
The account total. |
Payments |
The payment amount on the account. |
Balance |
The balance due on the account. |
Criteria Selections for CCA Reports
Select an option or make entries in any of the following fields to determine report output:
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Base Age On: Select an option from the list including Setup Date, Last Activity Date, Last Payment Date.
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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.
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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, Local Inventory Orders.
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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
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Sort Order: Select Customer Last Name or Setup Date from the list.
Figure 11-3 Customer Account Activity Summary