To run a report to see clients who have spent a certain amount of money at your business, follow these steps:
- Click Reports at the top of the screen.
- Select Customers on the left side of the screen.
- Click Advanced Filters.
- Enter the spent amount in the From and To boxes under Amount Earned to see customers whose amount is within this range. You also can run a report to see clients who have spent a specific amount. For example, if you wanted to see all customers who had spent $2850, enter $2850 in the From and To boxes.
- Click Run Report.
- Export the report to an Excel sheet or PDF and/or print a physical copy.
Filtering a Customer Report by Amount Sent
1. Click Reports at the top of the screen.
2. Click Customers on the left sidebar under Customers.
3. Click Advanced Filters.
4. Enter the spent amount in the From and To boxes under Amount Earned to see customers whose amount is within this range.
You also can run a report to see clients who have spent a specific amount. For example, if you wanted to see all customers who had spent $2850, enter $2850 in the From and To boxes.
5. Click Run Report.
6. You can see all the clients whose total spent amount is within the range you entered.
7. Click Export to export the report to an Excel or PDF. Click Print to get a paper copy.
Comments
4 comments
Is there a way to only do a specific year? I am only able to do the lifetime of each client as far as I can see.
But some clients are bigger spenders having only been to me a few times. I’d like to be able to track this as well
Britany:
You can use Advanced Filters for two date range fields: Customer Since, and Last Visit. In those options, you'll see the calendar selection options that let you specify a specific date range or options such as "This Year" and "Last Year." Without any other filtering options selected, you would get a list of customers who have had visits in the last year, for example. Or you can use a longer range of years, or specific years (January 1, 2000 - December 31, 2000).
That gives you their spending for their entire account. So someone how’s been with me for 3 years comes to the top, even if they only get haircuts. I want to track just money spent in this year.
Have you tried the Transaction List Report? You can select individual customers and the advanced filter options give you many options, including appointment date range and transaction type (like services, classes, products, and more.)
When you go to Reports, it's the first in the list under Sales.
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