The Customer Periodic report shows customer metrics by time periods. This report can be used as a management report to be sent to customers at regularly scheduled times. Items which are not relevant in the report can be removed. See detailed information on how scores are calculated.
To run the Customer Periodic Report follow the steps below:
| 1. From the left hand panel click Reports > Profitability > Customer Periodic Report |
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| The Report page displays. | |
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2. Select Time Period and Customer as required
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| 4. Click Generate | |
| Example Report Output: | |
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