Client Contacts reports allow you to see how often customers are being contacted by your associates. Each report measures the percentage of customers contacted on a daily, weekly or monthly basis. To run a report on Client Contacts, follow the steps below:
Click on the Client Contacts button located on the left side of the screen.
Choose a reporting location. Select which store you want to extract the report from. If your business has multiple locations, you can choose to run this report on one, or all of your different locations. The report will filter client contacts for clients assigned to the selected store location.
Establish the time frame you want the report to measure. The system will extract all statistics found within the two dates that you choose.
Click Run Report.
A linear graph will generate displaying the percentage of customers contacted each month. Hover your mouse over each of the little circles in each line to get an exact number of customer contacts for each month.
A chart displaying the same data will generate directly below the graph. Click Download to save this chart to your computer.