Customer Reports

🔍 What it is: #

These reports provide insights into customer activities, engagement, and behavior within your CRM. You can see detailed data about each customer’s transactions, tasks, and interaction history.

✅ How to Use: #

1. Go to: Reports > Customers
2. Filter the data by:
   • Date range
   • Customer status (active, inactive, etc.)
   • Specific customer(s)
3. The report shows:
   • Total number of active or inactive customers
   • Revenue generated by each customer
   • Number of tickets created, tasks completed, or support issues raised
4. Export the data as a CSV, Excel, or PDF.

💡 Pro Tip: #

Track customer lifetime value (CLTV) by pulling reports on long-term customers and the revenue they’ve generated. This can help assess the effectiveness of your customer retention strategies.