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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
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:
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 Type||Choose a respective parameter for statistics data: Client/Reseller/Calling Card/Call Shop.|
There are following accessible additional filters:
|Client Tags||Select labels to filter clients and show more detailed results in the report|
|Owner||Define a reseller for the report|
|Package||Enter a package for the report|
There are following accessible options to group the data in reports:
This form contains settings of the output data of the report.
Choose a format of the report from a drop-down list: Web/CSV/Excel XLS/Excel XLSx.
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.
Specify a currency for the report. And all values will be automatically converted in the report to the specified currency.
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
This subdivision shows statistic data of customers that actively use services according to the period specified in the "Active Duration" field
|Clients Overall Active|
It displays statistic data of customers that actively used paid services at any time
It presents all customers according to the filter settings
|Pay As You Go|
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
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 file, click the "Export to XLSx" button on the toolbar.
3. To create a visual chart, click the "Show Chart" There is more information available on this topic in the article " button on the toolbar. How to create a statistic chart?" at our Knowledge Base. From the drop-down list on this option, you can find the next pre-configured templates for chart:
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