The Customer Periodic report shows customer metrics by period. This report can be used as a management report to be sent to customers at regularly scheduled times. Items that are not relevant in the report can be removed. To understand how the report works, see Customer Periodic report logic

Generate Customer Periodic

1. From Reports (on the side panel), go to Classic Reports, and click on Customer Periodic.

The Customer Periodic Report page displays

2. Select the Time Period and Customer as required and click on Generate.

Note: Check the Exclude retired devices box, to exclude devices no longer in use from your report. To define a 'retired device', go to Admin > Settings > Devices. Learn more about defining a retired device.

The report is generated

Customer Periodic Report Logic

Learn how the scores are calculated for the report, by checking out our article.

Schedule Customer Periodic Report

You can schedule the Customer Periodic report to be delivered to your customer's or technician's inbox on a regular day/time of your choosing. Check out this article to learn more about scheduling a report.