Top Spending

What's on the Page?

The Top Spending report (found under Reports → Customers) ranks your top customers by dollars spent or by number of visits. Only sales rung with a customer attached to the receipt are counted.

• Period — Select the time period: Day, WTD, MTD, QTD, YTD, or Custom range. Editing the start or end date fields (calendar pop-ups) automatically switches the period to Custom range.
• Top — Enter the number of customers you want in the report (default 100).
• By — Rank customers by Sales $ or by Visits.
• Class — Optionally limit the report to one or more customer classes (Choose class...).
• Only current store — Check to count only sales from the store you're logged into.
• Group by division — Check to show a separate top-customers list for each division instead of one combined All Divisions list.
• View — Generates the report with your current inputs.

If no customer sales exist for the period, the report shows "There are no customer sales in this period."

Reading the Report

• Number — The unique number assigned to the customer, hyperlinked to the customer page.
• First Name / Last Name — The customer's name, also hyperlinked to the customer page.
• Company — The customer's company name (if applicable).
• Phone — The customer's phone and cell phone numbers.
• Email — The customer's email address.
• Address / City / State / Zip — The customer's address on file.
• Class — The customer's class.
• Visits — The number of separate receipts for this customer in the selected period.
• Period Sales — The total sales dollars from this customer in the selected period.

Use the download icon above the table to export the list to CSV.