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Portals
  • Portals
  • Central Administration Server (CAS)
    • Configuration
      • Company Details
        • Company Information
          • QSR
            • Recipe/Modifiers
        • Mail
        • Payroll Settings
          • Creating or Modifying Employee Payroll Records
        • Merchant Email Configuration
        • Invoice Setup
      • Payment Settings
        • Payment Gateway
      • POS Settings
        • Back Up
          • Difference in Selective and Full Backups
        • Cash Drawer
        • Feedback Settings
        • Opening/Closing Bank
        • Other POS Settings
        • Package Handling
        • Related Item Recommendations
        • Quick Pick
        • Reorder Levels
        • Speed Keys
        • Reset Settings
      • Customer
        • Customer Static Category
        • Customer Frequency Based Category
      • Dashboard Settings
      • Integration
        • Ecwid
        • Mailchimp
        • Xero
          • Sign Up for Xero
        • Quick Books
      • Report Settings
        • Over Stocked/Under Stocked Settings
        • Reporting Date
          • Configure Reporting Date
          • Configure Reporting Date Button
          • Modify Reporting Date
    • Management
      • User
        • Employee
          • Create Employee
            • Role Hierarchy
          • Modify Employee
          • Modify Password
          • Modify Rights
            • CAS Rights
            • POS Rights
      • Hierarchy
        • Venue
        • Warehouse
        • Zone
        • Store
          • Create Store
          • Sales Projection
          • Virtual Store
        • Register
          • Create Register
          • Setup Register
          • Replace Register
          • Receive Register Backup
          • Terminate Register
        • Reporting Group
        • Modify Hierarchy
          • Modify Hierarchy Settings
          • Overriding Tax Rates
          • Override Min-Max Cash Drawer Amount
      • Inventory Classification
        • Master Item
          • Details on UPC
          • Master SKU
          • Modify Master Item
            • Mass Modify
          • Item Type
            • Package Items
            • Service Items
          • Item Image
            • Google Storage for Image Hosting
          • Inactive Status
          • Variable Priced Item
          • Create Size Brick from Master Item Screen
          • Extended Information : SKU Type
            • Fees
            • Item Alias
        • Serialization Prompt
        • Classifications
          • Departments
            • Merging Departments
            • No Discount Flag
          • Category
            • Merging a Category
          • Subcategory
            • Merging a Subcategory
        • Attributes
          • Attributes Classification
          • Style
          • Color
          • Size
          • Size Brick
            • Attribute Matrix
            • Create Size Brick from Master Item Screen
          • Brand
          • Season
          • Price Matrix
        • Vendor
          • Merging Vendors
        • Packages
        • Units
        • Post Dated Price List
        • Bin Location
        • Modify Inventory
      • Transaction Codes
        • Tax Codes
          • Tax Exempt Sales
        • Discount Codes
          • Multiple Item Discount
          • Variable Discount
          • Inactivate a Discount
          • Activating an Expired Discount
        • Coupon Codes
          • Groupon Coupon Discounts
        • Refund Codes
        • Royalty Levels
        • Price Book
          • Price Book Hierarchy
          • Customer Level Price Book
          • Venue and Store Level Price Book
          • Group Level Price Book
          • Item Level Price Book
          • Difference between a Price Book and Price List
        • Shipping Compliance
        • Prepaid Settings
          • Sample Layaway Disclaimers
        • Fee Settings
          • Inactivate a Fee
        • Modify Transactions
      • Email Alerts
      • Message Broadcast
    • Transactions
      • User
        • Modify Time Card
      • Inventory
        • Warehouse
          • Item Look Up
          • Generate Bar Code Label
            • Bar Code printing on a 2 x 1 roll paper
        • Inventory Adjustment
          • Initiate Adjustment
          • Modify Adjustment
          • Commit Adjustment
          • Reprint Adjustment Receipt
        • Merchandise Transfers
          • Initiate Transfers
          • Commit Transfers
          • Reprint Transfer Receipt
        • Merchandise Receiving
          • Receive Merchandise
            • Merchandise Receiving - from a Purchase Order
            • Merchandise Receiving Serial Info
            • Merchandise Receiving - Create a Bin
          • Merchandise Receipt Adjustment
          • Reprint Merchandise Receipt
      • Purchase Orders
        • Create or Modify Purchase Order
          • Creating a New Item (PO and Receiving)
          • Search for a PO
          • Modify or Delete a Purchase Order
          • Print a Purchase Order
          • Copying of Purchase Orders
        • Purchase Order Approval
          • Purchase Orders - Sending to the Vendor
          • Purchase Order Status Code
        • Purchase Order Tracking
        • Purchase Order Lookup
      • Store Transfer Orders
        • Store Order Tracking
      • Financial
        • Untitled
        • Reconciliation
          • Create
          • Modify
      • Customers
        • Create/ View Customers
          • Modifying Customer Records & Exporting to CSV
        • Create/ View Customers (New)
      • Sales
        • Initiate Manual Sales
        • Commit Manual Sale
        • Suspend Transactions
        • Modify Transactions
      • Invoices
    • Reports
      • Customer
        • Customer Activity
        • Loyalty Programs
          • Loyalty Program TabPOS
          • Loyalty Program WinPOS
      • Employee
        • Productivity
        • Time and Attendance
        • Employee Data
        • Pay Data
        • Sales Person Productivity
      • Inventory
        • Inventory Balance
        • Item Lookup
        • Inventory Adjustment
        • Bestseller List
        • Over Stocked & Under Stocked
        • Receiving Journal
        • Serial Number History
        • Serial Number On Hand
        • Inventory History Report
      • Sales
        • Real Time Sales
        • Periodic Sales
        • Total Sales Report
        • Projected Sales
        • Summary
        • Sales Tax Settlement
        • Store Credit
        • House Account
        • Tax Report
      • Transactions
        • Discount Transactions
        • Coupon Transactions
        • Refund Transactions
        • Cash Balances
        • Attribute Analysis
          • Filter and Consolidate Report
          • Stock Days Info
          • Inventory Turnover Data
          • Attribute Analysis Use Cases
        • Transaction Activity
        • Prepaid Activity
        • Fee Report
        • Tip Report
      • Purchase Orders
        • Status
        • Back Order
        • Variances
      • Warehouse
        • Merchandise Transfers
        • Pending Store Orders
        • Reorder Levels
        • Bin Location
        • Merchandise Receipts
      • Financial
        • Financial Reconciliation
          • Item (SKU) totals with Tax
        • Audit Report
      • Status
        • Register Status
        • POS Unit Status
      • Listings
        • Untitled
        • Hierarchy ID
          • Employee ID List
          • Register ID List
          • Store ID List
          • Venue ID List
          • Warehouse ID List
          • Zone ID List
        • Inventory ID
          • Bin Location List
          • Brand List
          • Category List
          • Color List
          • Department List
          • Item List
          • Measurement Unit List
          • Packaged Item List
          • Price List Listing
          • Season List
          • Size List
          • Style List
          • Sub Category List
          • Vendor List
        • Transaction ID
          • Coupon List
          • Discount List
          • Prepaid Settings List
          • Price Book List
          • Royalty List
          • Tax List
        • Employee List
        • Merchant List
        • Customer Group List
    • Utlities
      • BackUp
      • Restore
      • Advanced User Imports
        • Tips for a Successful File Import
        • Transactions Imports
        • Warehouse Management Imports
        • Item Management Imports
        • Transaction Codes Imports
        • Customer/ Users Imports
        • Classification and Attributes Imports
        • Hierarchy Imports
      • POS Synchronization From CAS
      • Reset Data
      • Report Automation
      • Report Automation Adhoc
      • Smart Imports
        • Tips for Smart Imports
    • Release Notes
      • Release Notes CAS 4.0.4
      • Release Notes CAS 4.0.3
      • Release Notes CAS 3.9
      • Release Notes CAS 3.8
      • Release Notes CAS 3.7.6
      • Release Notes CAS 3.7.5
      • Release Notes CAS 3.7.4
      • Release Notes CAS 3.7.31
      • Release Notes CAS 3.7.3
      • Release Notes CAS 3.7.2
      • Release Notes CAS 3.7.1
      • Release Notes CAS 3.7
      • Release Notes CAS 3.6.4
      • Release Notes CAS 3.6.3
      • Release Notes CAS 3.6.2
      • Release Notes CAS 3.6.1
      • Release Notes CAS 3.6
      • Release Notes CAS 3.5.16
      • Release Notes CAS 3.5.15
      • Release Notes CAS 3.5.14
      • Release Notes CAS 3.5.11
      • Release Notes CAS 3.5.10
    • Modules
      • Discounts, Coupons, and Promotions
      • Email Marketing
      • Predictive Reordering
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  1. Central Administration Server (CAS)
  2. Reports

Customer

PreviousReportsNextCustomer Activity

Last updated 5 years ago

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Go to CAS --> Reports --> Customer

This tab contains the and which generates customer information and transaction activity such as number of transactions the customer has run, the amount of refunds transactions they have done and the amount of coupons they have used.

Go to CAS --> Reports --> Customer :

Customer Activity
Loyalty Programs
Customer Activity Report
Loyalty Programs