New Customers Report

This report provides a list of customers newly registered within a selected date range and supports monitoring overall customer growth.

MAIN SCREEN> MENU> REPORTS> CUSTOMER> NEW CUSTOMERS

On the Main Screen, go to MENU and press REPORTS.

On the CUSTOMER tab, click on NEW CUSTOMERS

Filters

Use the filters to define how the report is grouped and displayed. 

1. Filter by customized range: To view the report, begin by selecting its date range. Press on the START field to input the starting date.

A calendar screen appears, where the date (day, month, and year) can be selected.       
Press on DONE.

Repeat the same process for the END field to set the final date of the report.

2. Filter by a time frame: The report can be filtered by time frame (day, week, month, quarter, year).
Select the field and choose the desired time duration

Depending on whether Day, Week, Month, Quarter, or Year is selected, the side arrows can be used to move forward or backward through those time periods.

3. Filter by user: Allows the report to be filtered based on the employee who processed the transaction.

View
After setting the timeframe, press VIEW to display the report. See the dates when a customer account was created within the time frame selected and how many accounts were created in those days. 

Once displayed, PRINT or EMAIL options are available.