How to generate customer reports?

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CUSTOMER ACTIVITY REPORT

What is a customer activity report?

Customer activity report is a record of the actions performed by the customer. Below are the steps to access customer activity report of a particular brand from Kartify.

Step 1: From the left hand side navigation bar select Reports.

Step 2: Select Customers and from the dropdown select Customer Activity.

Step 3: You will see a list of all the customer activity and you can also filter the list by applying filters.

  • Date Start: Select the day from which you want the report
  • Date End: Select the day to which you want the report.
  • IP: Enter the IP address of the customer you’re looking for
  • Customer: enter the name of the customer you’re looking for

CUSTOMER CREDIT REPORT

What is a customer credit report?

A customer credit report is a record of the credit given to customers. Below are the steps to access the customer credit report from kartify.

Step 1: on the dashboard from the left hand side navigation bar select Reports and then Select Customers and from the dropdown select Credit

Step 2: You will see a list of credit given to customers and you can also filter the list by applying filters.

  • Date Start: Select the day from which you want the report
  • Date End: Select the day to which you want the report.
  • Customer: enter the name of the customer you’re looking for

CUSTOMER ORDERS REPORT

What is a Customer Orders Report?

A customer orders report is a record of all the orders placed by the customer who visit the site. Below are the steps to access customer orders report from kartify.

Step 1: on the dashboard from the left hand side navigation bar select Reports and then Select Customers and from the dropdown select orders

Step 2: You will see a list of all the customer orders and you can also filter the list by applying filters

  • Date Start: Select the day from which you want the report
  • Date End: Select the day to which you want the report
  • Customer: enter the name of the customer you’re looking for
  • Order Status: select the status of orders you want to be displayed

CUSTOMER REWARD POINTS REPORT

What is a Customer reward points report?

A Customer reward points report is a record of the reward points that were awarded to customers. Below are the steps to access the customer reward points report from kartify.

Step 1: on the dashboard from the left hand side navigation bar select Reports and then Select Customers and from the dropdown select rewards

Step 2: You will see a list of all the reward points given to customers and you can also filter the list by applying filters

  • Date Start: Select the day from which you want the report
  • Date End: Select the day to which you want the report.
  • Customer: enter the name of the customer you’re looking for

CUSTOMER SEARCHES REPORT

What is a customer searches report?

A customer searches report is a record of the products and keywords used by the customer to search the site. Below are the steps to access customer searches report of a particular brand from Kartify.

Step 1: on the dashboard from the left hand side navigation bar select Reports and then Select Customers and from the dropdown select customer searches

Step 2: You will see a list of all the customer searches and you can also filter the list by applying filters

  • Date Start: Select the day from which you want the report
  • Date End: Select the day to which you want the report.
  • IP: Enter the IP address of the customer you’re looking for
  • Customer: enter the name of the customer you’re looking for
  • Keyword: keyword is a term used in digital marketing to describe a word or a group of words. Enter it to filter the results

CUSTOMERS ONLINE REPORT

What is a customers online report?

Customers online report is a record of all the customers that are currently online. Below are the steps to access customers online report of a particular brand from Kartify.

Step 1: on the dashboard from the left hand side navigation bar select Reports and then Select Customers and from the dropdown select customer online

Step 2: You will see a list of all the customers that are online and you can also filter the list by applying filters

  • IP: Enter the IP address of the customer you’re looking for
  • Customer: enter the name of the customer you’re looking for

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