Client Visit Report
The Client Visit report provides visibility into customer visit frequency and spending behaviour during the selected reporting period. It helps analyse customer engagement, identify high-value customers, and support retention strategies.
Date Range Filter
Allows users to display customer visit activity for a selected reporting period.
Features
- Filter customer visits by date range.
- Review visit trends over time.
- Monitor customer engagement.
- Improve customer performance analysis.
Purpose
Used to analyse customer visit activity within a selected period.
Customer Filter
Filters report data for selected customers.
Features
- Search and select customers.
- Display customer-specific visit records.
- Simplify customer analysis.
- Improve reporting accuracy.
Purpose
Used to review visit and spending performance for individual customers.
Client Visit Filter
Allows users to filter report results based on visit criteria.
Features
- Display customers by visit activity.
- Improve visit segmentation.
- Support customer behaviour analysis.
- Simplify reporting.
Purpose
Used to review customer visit patterns.
Export
Downloads the currently displayed report.
Features
- Export filtered visit data.
- Support offline reporting.
- Maintain customer records.
- Simplify business analysis.
Purpose
Creates a downloadable customer visit report.
Client Visit Details
Name
Displays the customer name.
Total Visit
Displays the total number of visits completed by the customer.
Total Spent
Displays the total amount spent by the customer.
Avg Spent
Displays the average spending value per visit.
Features
- Identify active customers.
- Analyse customer spending habits.
- Monitor visit frequency.
- Support customer retention planning.
Summary Section
Total
Displays totals for:
- Total visits.
- Total customer spending.
- Average spending.
Grand Total (No of Customer)
Displays:
- Overall customer count.
- Total visit count.
- Total spending value.
- Average spending value.
Features
- Summarise customer engagement.
- Monitor revenue contribution.
- Improve business visibility.
Best Practices
- Monitor client visit trends regularly.
- Identify customers with high spending behaviour.
- Use visit data to improve customer retention.
- Export reports for business analysis.
- Use insights to improve customer engagement strategies.