The customer value report allows you to enter a date range to see the following data on your customer: 


Main Menu Operations Reporting Customer Value

From the report screen simply select the date range you would like, once you have selected to generate the report the system will queue the report for pickup.

You can also select to "Schedule Report" this allow you to automate the delivery of this report to specific emails and the frequency you would like the report to be sent.


You can view the report from the report pickup screen. There will be a link on the page to take you there.

From the Report Pickup screen simply click to download your file to view the information on the report.

Reports are user specific, so no other user will see this report on their report pickup screen.