Viewing the Customer Sales Report
The Customer Sales Report provides information on customers' purchasing habits such as how much they're spending and what they're buying. You can narrow it down by product type, order type, and customer type.
With this information, you can begin to better understand your customers and their needs. Understanding their needs lets you tailor your product offerings, product prices, and marketing strategies.
By reviewing a customer's order history, you can learn which products they already use, make relevant suggestions for complementary products they might find useful, and know if they have already tried and refunded a particular product.
If you choose to contact your customers to build relationships, asking open-ended questions lets you understand their needs and perhaps help them achieve their goals. Reviewing the customer sales report gives you information to figure out a customer's average order size, which can also help you to make appropriate recommendations.
To View the Customer Sales Report
- Log in to your Reseller Control Center.
- Go to Reports, and then from the Customers menu, select Customer Sales.
- From the Show or Date menu, and then select or enter the date range you want to view.
NOTE: You cannot select a time period greater than one year.
- To add a filter to the report, select from one or more of the following filter options:
- Product Type
- Order Type
- Customer Type
- Click View Report.
You can view a customer's name, address, email address and phone number by clicking the hyperlink under Customer Name, or a customer's complete order history by clicking the hyperlink under Orders. All orders display the time, date and total amount of the order. You can expand each order to see more detail.
