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Collected Customer Info Percentage of Total Customers

The Collected Customer Info Percentage of Total Customers report (its heading reads Collected Customer Info (Percentage of Total Customers)) is a one-line scorecard of how complete your customer records are. For the customers added in the date range it counts how many have an email address, a phone number and a street address on file, and shows each count as a percentage of all customers added in that range. Use it to measure how well the counter staff are collecting contact details, to see whether email and text marketing can reach most of your customers, and to set a target such as 90 percent with a phone number.

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How do I run the Collected Customer Info Percentage of Total Customers report? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Collected Customer Info Percentage of Total Customers.
  2. Click the From : … To : … date box and pick the first and last day. The report opens on the whole history of the store, from the store's beginning date through today, and counts customers by the date their record was added; it reloads when you choose the dates. The × beside the box clears the dates.
  3. Click Show All to reload the report for the same dates.
  4. Click Print to open a PDF copy in a new tab.
Collected Customer Info Percentage of Total Customers table
Collected Customer Info Percentage of Total Customers table

How do I check how well staff are collecting customer contact details this month? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Collected Customer Info Percentage of Total Customers.
  2. Set the From : … To : … box to the first day of the month through today; the report reloads.
  3. Read % With Email, % With Phone and % With Address for the customers created this month, and compare them with the same months earlier by moving the date range back.
  4. Click Print to keep a copy for the staff meeting.

How do I see how many customers can be reached by email or text? #

  1. From the Home Screen, click Reports → Sales & Financial Reports → Collected Customer Info Percentage of Total Customers.
  2. Clear the date box with its ×, or leave the default range, so the whole customer list is counted.
  3. Email Count is the number of customers with an email address, and Phone Count the number with a phone number; Total Customers is the size of the whole list. The Customer Email Report and the Customer SMS History in the Reports section list the individual customers.
About this screen

The table has one line for the store. Store Name is your store's account name. Total Customers is the number of customer records added in the date range. Email Count is how many of them have an email address on file and % With Email is that count divided by Total Customers. Phone Count and % With Phone do the same for the contact number, and Address Count and % With Address for customers with a street address, city, state or zip on file. Percentages are rounded to two decimals. A customer with all three details counts once in each column, so the three percentages are independent and do not add up to 100.

The Add To Favorites switch beside the heading saves the report under Favorites on the Reports page. Which reports you see depends on your admin group permissions.

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