SELECTION REPORTS – Mailing Labels and
Customer Listings
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN SELECTION REPORTS.
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You can create reports
in Retail Advantage
POS Software and
Point of Sale
Software
based on whatever Customer information you desire. Examples
of selection reports include but are not limited to: Customer list with date of birth,
First or Last Visit, or Customer Referrals.
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Once you are in the Customer Selection Reports screen, click on Select Report (it is the 4th button at the
bottom of the window). A screen with a split
window will appear.
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The left side window
contains a list of all the available fields in the Customer’s record. For example, if you pull up a Customer’s name
in the Customers screen from the main frame, you will see the Customer’s name,
telephone number, address, dates for their first and last visit, referral information,
preferences, et cetera.
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Choose fields from the
left side by double-clicking on each one you desire or highlight the field by clicking on
it once then click the Select Field button. The fields that you select will be moved to the
right side of the screen.
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Select the Customer Listing button to view and print a
listing of the Customers with the selected fields, or you may also select the Mailing Labels button to print out mailing
labels to send marketing material to the Customers listed.
You can also send Broadcast Emails
to your Customers through the selection reports.
1.
NEW CUSTOMERS REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN NEW CUSTOMERS REPORT.
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This report will give you
a listing of all New Customers within a specific date range.
The date refers to the Customers’ first visit date.
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You can run this report
for Customers serviced by one specific employee (if you have specific employees assigned
to Customers) or for all the employees (this includes Customers who do not have a specific
employee servicing them).
2.
CUSTOMER MONTHLY REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN MONTHLY REPORT.
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The Customer Monthly
Report is designed so that you can view a bar graph for any given year that shows, by
month, when your Retail/spa received new Customers. You can also do a comparative report
for two different years.
3.
HISTORY REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN HISTORY REPORT.
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Use this report to review
Customers Point of Sale history. You can
specify the date range and click OK. The
History Report displays the services and inventory items for the Customer within the
specified date range.
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After clicking on the Preview Report button, you will be able to print
this report.
4.
CUSTOMER SCHEDULE REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN CUSTOMER SCHEDULE REPORT.
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You can print a copy of
each Customer’s appointments by a specified date range.
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After clicking on the Preview Report button, you will be able to print
this report.
5.
LAST VISIT REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN LAST VISIT REPORT.
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By specifying a date, you
can print a list of the Customers who last visited the Retail/spa on that particular date.
6.
REFERRAL REPORT
SELECT
FROM THE MENU BAR CUSTOMERS THEN REPORTS THEN REFERRAL REPORT.
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Choose the type of
referral you want a report for and then click on the Preview Report button to print a list of the
Customers with that specific referral. Or you
can print mailing labels to send out marketing literature to those Customers.
7.
CUSTOMER PREFERENCES REPORT
SELECT
FROM THE MENU BAR CUSTOMERS THEN REPORTS THEN PREFERENCES REPORT.
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Choose the category and
preference or you can choose all categories and preferences, you will get a listing when
you click on Preview Report or you can print
mailing labels for the listed Customers.
8.
NON-RETURNING REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN NON-RETURNING REPORT.
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With the Non-Returning
report, you can print a list of Customers who visited the Retail/spa only once and never
came back. Just specify the date range for
their First (and only) visit then click the Preview
Report button to print the list or Mailing
Labels to print mailing labels to send out a flyer or postcard.
9.
BIRTHDAY REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN BIRTHDAY REPORT.
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The Birthday Report gives
you the ability to print a list of Customers’ birthdays by month. You can also print mailing labels from each list if
you want to send them a birthday card, postcard or flyer.
10.
MISSING
INFORMATION REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN MISSING INFO REPORT.
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You can print a report
based upon Customers who have the following information missing from their record:
Employee, Date of Birth, Zip Code or Telephone number.
11.
GIFT
CERTIFICATES REPORT
SELECT FROM THE
MENU BAR CUSTOMERS THEN REPORTS THEN GIFT CERTIFICATES REPORT.
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This report provides you
with a list of Gift Certificates purchased within a specified time range. The report will give a listing that includes the
Customer’s name, Purchase Date, Initial Amount, Last Date Used, and Remaining
balance.
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