The SwipeSimple Top Customers Report offers an overview of your top ten customers based on total dollar amount of sales in a date range. It is located in the SwipeSimple Dashboard, nested within the Reports tab. When the Reports item is selected in the sidebar, additional reports will expand below from that selection. Reports are available to SwipeSimple admin users only.
Once the Top Customers Report is selected, a default view will load in the main window with a 30 day date range selected. This report can be filtered by a date range selection as well as by Payment Device if your SwipeSimple Company has more than one. The Payment Device filter is a drop down selection which allows you to select a single device, or choose All.
Using the date range filter:
The date range filter expands when you select the window that displays the current date range selected. SwipeSimple will offer some quick buttons to easily select some frequently used date ranges which you’ll see to the left. To the right, there will be two small calendars which allows for the selection of a custom date range. The first one represents the start date and the second represents the end date for your filter selection. A user must select a date from each calendar and then select the Apply button at the bottom left for the selected date range to take effect in the report. If Apply is not selected, and a user clicks out of the calendar, the date range selection window will be dismissed without updating.
The Top Customers Report displays in a table view with each row representing a Customer which will display as the first column header. Each additional column header will define the content in the table. The report will be limited to ten rows of data, and may sometimes show less depending on customer and transaction volume. For information about SwipeSimple Customers and how profiles are created both manually and automatically, please see this article.
Customer Name: Displays the Customer Name which will link back to the Customer Profile generated in SwipeSimple.
# Of Sales: Displays the total number of sales completed with this customer in the selected date range
$ Of Sales: Displays the total dollar amount of transactions completed with this customer in the selected date range
# Of Refunds: Displays the total number of refunds processes for this customer in the selected date range
$ Of Refunds: Displays the total dollar amount of refunds completed for this customer in the selected date range
Net Total: Displays the total dollar amount of sales with refunds subtracted for this customer in the date range.