So you've learned how to add customers into the CRM and look at their purchase activity. Another really useful tool for your business is generating reports for your customers. Here's how to do that:
To look at how your customers are engaging with your business, you can generate reports at the Reports page. Here, you’ll be able to generate and export reports for:
Loyal Customers
Top Customers by Sales
One-Time Customers
Returning Customers
Just click on what report to generate under the Customers section.
You'll then see the report here. To export the report as a .csv, click on Export at the top right.
