The Customer Products Report helps you identify the products that each customer purchases repeatedly. This allows you to create tailored promotions to increase loyalty and focus on products that maximize profit and better meet customer needs.
Access the Report
Go to Reports > Sales > Products Sold by Customer Report.
Click the report to view details.
Search in the Report
Enter the customer name in the search field.
Filter the Results
Click Filter.
You can filter results by:
Date range
Customer name
Customer phone number
Product name
SKU
Product tracking information
Click Apply.
Sort the Data
Click the Sort by field.
Select the desired sort option to display the report data.
Report Data
The report displays each product purchased by customer and the selected period.
Customer Name | The name of the customer who made the purchase. |
Customer Phone Number | The phone number of the customer registered in the platform. |
Product Name / SKU | Based on the data added in the platform. |
Quantity | The total quantity of the product purchased by the customer. |
Product Tracking Information | Available only for tracked products with batch number or serial number. |
Export the Report
Click Export.
Select xlsx.
The Excel file will be downloaded directly to your device.
FAQs
How can I identify the top-selling products for a customer?
Search by the customer name in the designated field, then click the Sort by field and select Highest Quantity First.
How can I view the batch number or serial number of a product purchased by the customer?
This information appears in the Tracking Information column.
Why don’t all the data appear in the report?
Use the scroll bar below the table to view all columns, or click Export to display all data in an Excel file.