This documentation relates to an earlier version of JeraSoft VCS.
View User Guide 3.21 or visit our current documentation home page.
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This section enables to generate statistics reports and get state snapshots of clients, balances, package's usage. Customer Dynamics is designed to easily illustrate the data for analyzing and improving efficiency. Here reports are presented in the form of the table. However, you can create a chart to effectively interpret key information and facilitate the decision-making process.


Screenshot: Customer Dynamics section/query form

To create new report 

In order to create a statistic report go to the Statistics and open the Customer Dynamics section. Then you need to fill out the form with next parameters: 

SectionField Description
Filters

On the Filters menu, select convenient parameters for the report. To cancel any filter, click the delete sign  next to the filter.

You can start a quick search by typing filters' names in the bar at the top of a drop-down menu with filters. It will display all filters with taped letters.

Period Specify an interval for the report. Please note, that the "Period" field is mandatory.
Client TypeChoose a respective parameter for statistics data:  Client/Reseller/Calling Card/Call Shop.
Additional Filters

There are following accessible additional filters:

  • By clients: Client Tags, Owner.
  • Extras: Package.
Client TagsSelect labels to filter clients and show more detailed results in the report
OwnerDefine a reseller for the report
PackageEnter a package for the report
Group By

There are following accessible options to group the data in reports:

  • Time: Year, Month, Date.

  • Package Name.

Output



This form contains settings of the output data of the report.

Type

Choose a format of the report from a drop-down list: Web/CSV/Excel XLS/Excel XLSx.

 
Send to

You can send generated reports via e-mail. For example, it is useful when it takes a lot of time to run the report. Also, it is possible to specify several e-mails. This feature is available only for CSV/Excel XLS/Excel XLSx formats of the report, it doesn't work with Web.

 
Currency

Specify a currency for the report. And all values will be automatically converted in the report to the specified currency.

 
Active Duration

Determine the period (in months). If the customer has used any paid services within this period, he will be considered as an active client.

 


After selecting all needed parameters, click “Query” button and the system will generate a report:

Screenshot: Customer Dynamics report example


TitleDescription
Clients Active

This subdivision shows statistic data of customers that actively use services according to the period specified in the "Active Duration" field

  • Qty - Overall number of clients that used any paid services within last "Active Duration" period.
  • Balance Pos - Total of all positive balances for the clients that used any paid services within last "Active Duration" period.
  • Balance Neg - Total of all negative balances for the clients that used any paid services within last "Active Duration" period.
  • Balance - Total of all balances for the clients that used any paid services within last "Active Duration" period.
Clients Overall Active

It displays statistic data of customers that actively used paid services at any time

  • Qty - Total quantity of clients that used any paid services at any time.
  • Balance Pos - Total of all positive balances for the clients that used any paid services at any time.
  • Balance Neg - Total of all negative balances for the clients that used any paid services at any time.
  • Balance - Total of all balances for the clients that used any paid services at any time.
Clients All

It presents all customers according to the filter settings

  • Qty - Total quantity of clients according to current filters.
  • Balance Pos - Total of all positive balances for the clients according to current filters.
  • Balance Neg - Total of all negative balances for the clients according to current filters.
  • Balance - Total of all balances for the clients according to current filters.
Balance Refill
  • Qty - Number of balance refills during period.
  • Total - Total amount of balance refills during period.
  • Avg - Average amount of each refill during period.
Pay As You Go
  • Total - Total amount spent on any services out of subscription plans.
  • Active Avg - Average amount of "Pay as you Go" services usage per currently active customers.
Packages
  • Activation Qty - Number of packages activations during period.
  • Activation Total - Total amount charged for all activations of the packages.
  • Renew Qty - Number of packages renewals during period, including initial "renew" within activation of the package.
  • Renew Total - Total amount charged for packages renewals during period, including initial "renew" within activation of the package.


Also, you can create a template for reports and save specified parameters by clicking "Save Query" button.  A pop-up window with settings will appear and you need to fill out the following form:


Screenshot: New Template form

To find more details about templates, please refer to the Report Templates article in our User Guide.  

Customer Dynamics toolbar: export, chart.

You can export data to a CSV and XLSx file which contains only currently presented data, no automatic request to update data while exporting. Also, it is possible to create charts for easily illustrating a crucial information. And you can generate a report using the same criteria in the Orig-Term report and the CDRs list sections. 

 1.  To download a report in .csv, click the "Export to CSV"  button on the toolbar.

2. To download a .xlsx fileclick the "Export to XLSx"  button on the toolbar. 

3. To create a visual chart, click the "Show Chart"  button on the toolbar. There is more information available on this topic in the article "How to create a statistic chart?" at our Knowledge BaseFrom the drop-down list on this option, you can find the next pre-configured templates for chart:

  • Clients - Active: Qty
  • Balance Refill: Total
  • Pay as you Go: Total
  • Packages: Renew Total

Therefore, you can create a new template based on currently configured charts or select "Blank Chart" to have a new empty worksheet for configuring custom templates

4. You can check an actual date interval by clicking the Info icon  .
 

Best practice example

If you would like to check information of a specific package usage along with it short description (number of activations, renewals, totals, frequency of package use and assignment). Moreover, you can compare results of different periods and plot data in the chart.

Screenshot: Customer Dynamics section/chart


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