Overview: What are we talking about?
The Customer Spend Report will generate a report of all customers with at least 1 transaction during a selected date range. This report has the option to export to Excel and print as PDF.
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Report Parameters:
Enter the specific dates and amounts in the corresponding fields by using these parameters below:
| Setting | Description | Helpful Hints |
| From | Starting date to analyze | |
| To | End date to analyze | Include future dates if you'd like to see reservations that have yet to check in/ check out. |
| At Least This Amount Paid | Enter a dollar amount as the minimum amount spent by a customer in order to appear on the report. | Leave this field blank if you would like to include all transactions, regardless of the price charged. (This can include reservations with packages applied, charging $0.00 at checkout) |
| Export |
Check this box to have the Customer Spend Report export to excel when clicking Generate Report. |
Results:
Click the field headings at the top of the generated report to organize by field type.
| Setting | Description | Helpful Hint |
|
Owner: |
Primary owner on the account. | You can click the owner's name to go directly to their owner profile. |
|
Email Address: |
Primary owner's email address | |
| Registered On: | The date the owner's profile was created. Clients who were imported will have the date the import was completed as their registration date. | |
| Source: |
Client's referral source |
|
| Self-registered? |
If yes, the client registered through the customer portal. If no, the client's profile was created by staff or during data import. |
|
| # of reservations: |
The number of reservations the owner has scheduled during the selected date range. This does include all reservations for multiple pet families. |
|
| Last Reservation: |
The start date of the last reservation completed on the owner's account. |
|
| Subtotal: |
This is the total, before tax, of all invoices completed during the selected date range. |
|
| Tax: |
The is the total amount of tax charged on all invoices completed during the selected date range. |
|
| Total: |
This is the subtotal plus tax for total charges processed on the owner's account during the selected date range. |
|
| Payment Amount: |
Total payments collected from the owner during the selected date range. If the Payment amount and Total do not match, that indicates that the owner has an outstanding balance. |
Exporting and Saving the Customer Spend Report:
There are three ways to save or use the generated data from the Customer Spend Report. You can export to excel, print or save a PDF version of the report, or add the list of owners to an Email or SMS campaign. View the screenshot example below:
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