How do I Generate Report for Customers by Market?

Updated on July 19, 2017 12:16am by Admin

Reports are generated to analyze and craft new marketing and sales strategies. You can create reports based on markets, territories and segments. Customer recordsby market allows you to view the detailed list of customers who belong to the selected market.

Steps to Generate Report for Customers by Market

  1. Log in and access Customers App from your universal navigation menu bar.
  2. Click on Reportsreporticon located at the app header bar.
    customers

  3. You can view "Sales Report" and "General Reports" in left navigaiton panel.
  4. Click on “Customers by Market” in general reports.
    customers
  5. Provide the following information:
    • Customer Category - Select a category from pre defined list.
    • Market - Select a market from predefined list.
    • Segment - Select a segment from predefined list.
    • Start Date - Start date.
    • End Date - End date.
      customers
  6. Click on "View Report" button to view report in dashboard. 
    customers
  7. Click on "Export" button to view report in spread sheet.
    customers
  8. After selecting "export" option you can see the spread sheet for report as shown in below image.
    customers

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