Customer Profile Report

This report lists all transaction activities for a customer starting from the date they were first added to NetSuite Point of Sale (NSPOS). You will usually run it after selecting a customer, but you can run it outside of a transaction if you want to manually enter a Customer ID.

Use the report options to run it for a specific date range, print the results, or save and export it in CSV, HTML or other file format.

To run a Customer Profile Report:

Use Find Customer to select the customer.

You can optionally skip this step to enter a Customer ID from the report window.
From the main button bar, tap Reports and then tap Customer Profile. The customer’s report displays.

If the reports button is not visible, press Ctrl+F12 and enter Customer Profile.
To view details, tap the +sign by the Items Purchased and the year.
To show transactions within a date range:
1. For Start Date, clear the Null box and select a date.
2. For End Date, clear the Null box and select a date.
3. Tap View Report.
To print or save and export the report, choose from the options at the top.
Tap X in the upper right to return to the Journal window.

Customer Profile Report fields

Field	Description
Customer Info	Basic customer information, first / last visit dates on which they made a transaction, and the sales associate (operator) ID logged into the register for those transactions.
Sales	Total customer sales for periods over the last year and over the customer lifetime (since they were added to the system).
Top 3 Associates	Sales associates that performed the highest-value sales transactions for the customer over a month and the number of units (items) included.
Items Purchased	Date, location, transaction number (Trx#), sales associate and items purchased, grouped by year and month. Tap +to expand a section.
Action	Type of transaction: Sale or Return.
Unit Retail	Item’s every day retail price.
Unit Discount	Any discount amount applied to the retail price.
Net Sales	Unit Price minus Unit Discount.
Units	Number of items in each transaction, sub-totaled by year and month.
Period Total	Total value of all sales transactions over the reporting period Start and End Dates. If Null is checked for dates, this is the customer’s lifetime net sales total.

Field

Description

Customer Info

Basic customer information, first / last visit dates on which they made a transaction, and the sales associate (operator) ID logged into the register for those transactions.

Sales

Total customer sales for periods over the last year and over the customer lifetime (since they were added to the system).

Top 3 Associates

Sales associates that performed the highest-value sales transactions for the customer over a month and the number of units (items) included.

Items Purchased

Date, location, transaction number (Trx#), sales associate and items purchased, grouped by year and month. Tap +to expand a section.

Action

Type of transaction: Sale or Return.

Unit Retail

Item’s every day retail price.

Unit Discount

Any discount amount applied to the retail price.

Net Sales

Unit Price minus Unit Discount.

Units

Number of items in each transaction, sub-totaled by year and month.

Period Total

Total value of all sales transactions over the reporting period Start and End Dates. If Null is checked for dates, this is the customer’s lifetime net sales total.

To run a Customer Profile Report:

Customer Profile Report fields

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