To search for a customer click on the search icon and the following screen will be displayed:-
Enter the following:-
In Field: Select which field you wish to search in you can select from Age, Current Points, Member Code, Member Forename, Member Surname, Member Title, and Town/City.
Match type: you can select from Any Part of the Field, Whole Field, Start of Field, Greater Than and Less Than.
Search for What: enter your search criteria. Click on Search Again to initialise your search. A list of customers that match your criteria will then be displayed.
For example, the search above would display all customers whose forename matches Valerie.
Output List
You can output the current list of members to a Report, Statement, or a Mail merge. Click on output list and the following screen will be displayed:-
Report
Using the button you can select a report from the list, the reports are: -
- Members Summary Report - Shows members, and their loyalty details.
- Members Full Detail Report - Shows members, loyalty and card details.
- Transactions Report - Shows a list of transactions per member.
- Points Summary per Scheme - Shows points awarded/redeemed per scheme and Grand Totals.
If you would like the report to use data from a specific date, create a filter and select Transactions-
>Date of Trans and specify the date range to use.
Select where you would like the report to go, either screen, printer or to a file, and click the Go button
To pull out performance reports for specified date ranges you must, first of all, create a filter.
To view reports, select the new filter from the Available List of Filters in the Customer database screen, click Output Current List and select the required report. Specify the date period and click Go.
Reporting
The reports you can get from Instant Drilldown are as follows:
- Daily Members This will give you a report on a daily basis of the amount spent on each member
- on each ECR.
- Members by Product will give you a list of members who have bought each product
- Members by Clerk will show a list of members served by each clerk.
- Products by member give a split down of all the products ever bought by a member
- Products by Clerk shows a list of products served by each Clerk.
- Item history for member graph will track a product's history for a particular member
You may apply ranges/filters to these reports.
Date ranges
- Today Will produce the report using today’s figures
- Yesterday Will produce the report using yesterday’s figures
- Specific Date Will produce the report using a specific date range
- Date Range Will produce the report using data between two given dates
- All Dates* Will produce the report using all available data
Member ranges
- All members* Will produce the report using the full member's database
- Single Member Will produce the report using a specific member
- Member scheme Will produce the report using a scheme of members
Product ranges
- All products* Will produce the report using the full product (plu) list
- Single product Will produce the report using a single product.
- Product range Will products the report using a range of products
Clerk ranges
- All Clerks* Will produce the report using the full clerk database
- Single Clerk Will produce the report using a single clerk
* Indicates the default setting
Any combination of the above can be applied to the reports to give total control over the output.