How to Use Top Spending Client Report

This report is used for a specific purpose of seeing which of your clients is spending the most within a time frame. This information could then be used to reward your clients for their loyalty or to help promote to clients who have spent the least.

To access the report:

  • Select Reports in the left menu
  • Select Top Selling Clients

How to Select A date Range In The Report

To do this go to either selecting

  • Quick Date: is option to let you select a quick date in that drop down menu
  • Month: is option to let you select a whole certain month
  • Start Date / End Date: option to manually select what date range you want to be viewed in the report