The Top Customer Report reports on all customers flagged as an account customer or that have had a script dispensed in the pharmacy. This report allows you to capture a specific number of top customers, for a specific date range by selecting one of the following criteria to generate a report:
- Number of Scripts
- Dispense Sales (Total ex GST)
- Dispense Sales (Customer Pay)
- Dispense Gross Profit
- Retail Sales (Inc. GST)
- Retail Gross Profit
From the Minfos Launch Pad:
1. Click the Customer icon.
2. Click the Reports menu and select 7. Top customer reports.
The Top Customer Report window is displayed.
A. Leave the From Customer and To Customer as the default to generate a report displaying all customers.
An individual or specific range of customers can be reported on.
B. Leave the From Club and To Club as the default to generate a report displaying all customers.
An individual or specific range of clubs can be reported on.
C. Select one of the following options to specify the Report Type from the drop box:
D. Select one of the following options to specify the Output Format from the drop box:
E. Enter in the To Date and From Date for the period required.
F. Enter in the number of customers required to be displayed on the report in the Top Number field.
3. Click Okay to generate the report.
The Top Customer List Report is displayed.