Managing Reports

Customer Segmentation Suite comes with one basic Report, available at Customers -> Customer Segment -> Reports.

It provides a customer with a basic chart (both linear and square) with sales per segment. It features the following parameters, located at Top Ribbon:

• Date Period - allows you to generate charts for the most popular periods, like Today, This Week, This Month, and so on.

  Note

  Date widget also provides the possibility of comparison graphs - by overlaying data from different selected periods.
  
  To generate such comparison chart, you need to check Compare To checkbox at the date selection dialog and select a comparing period.
• Graph type - is a switcher button, which switches chart from square box visualization to linear graph. While a square box is useful for the growth/shrinking segment track, linear is good for detecting trends.

Under the chart, you can also find a small statistical table, which displays the most important data in segmentation analysis:

• Segment - sensical name of segment.
• Number of customers - the number of customers assigned to a particular segment (displayed both in percent and absolute value).
• Number of orders - the number of orders, placed by customers, belonged to a particular segment (also displayed both in percent and absolute value).
• Total Qty Ordered - number of products bought with orders, shown in Number of Orders column.
• Discount Amount - the amount of discount, provided in orders, shown in Number of Orders column. Useful for tracking rewarding and discounting programs' efficiency.
• Shipping Amount - the amount of shipping fees, paid in orders, shown in Number of Orders column. Useful in an analysis of shipping methods.
• Tax Amount - the amount of tax, paid in orders, shown in Number of Orders column.
• Total Refunded - refund amount for particular segment, provided for orders, shown in Number of Orders column.
• Subtotal - subtotals in orders, shown in Number of Orders column.
• Grand Total - actually paid money amount in orders, shown in Number of Orders column.

All these columns are also available as filters, which can be accessed with the Filters button and can be used for building flexible reports.

Data currently displayed in this statistics table also can be exported to both CSV and Excel OOXML formats. For that, you need to use the Export button, located near the Filters button.