The report allows you to produce either a report or an export file that shows the customers who have purchased products for a date range.
From Customer Management:
1. Click Reports from the menu, click B. Clubs and select 2. Club Sales Report
The Club Sales Report window is displayed.
a. Select the range of customers in the From Customer and To Customer fields.
b. Select the range of clubs in the From Club and To Club fields.
c. Select the category from the Sort by drop-down options, if required.
d. Select the range of products or categories in the From and To fields if required. By default, the entire product database is included.
e. Select the date range by entering in the From Date and To Date.
f. Select one of the following Output Format options:
- 0. Sales Report, will print a report as normal.
- 1. Mail Merge will create an export file, allowing you to save the file to a required location or path.
g. Select where the file is required to be saved in the File Path Name field, by clicking Browse.
User-check The file you are exporting contains PII ensure you are following the Australian Privacy Principles. Files containing PII should be deleted or de-identified when it is no longer necessary to be retained.
h. Checking the Show Detail checkbox will show each product or transaction in the product range selected. By default Show Detail is unchecked this option will not display the individual products purchased.
i. Check the Account Customers Only checkbox to include only customers within the selected club that are account customers.
j. Include Opt Out Customers if you are running a mail merge, it is recommended to leave this unchecked.
2. Click Okay to run the report.
The following is an example of a Club Sales Report without Detailed selected.
The following is an example of a detailed Club Sales Report.
This report displays all customers with all individual products that have purchased a product from the selected clubs.