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titleIn this article
Table of Contents

Section overview

The Customer Dynamics section is designed to illustrate the data for analyzing and improving efficiency easily. Here, reports are presented in the form of a table. However, you can create a chart to interpret key information effectively and facilitate the decision-making process.

Screenshot: Customer Dynamics section/query form

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Creating a New Report 

To generate a report, you need to fill in the form and click the Query button. The query form consists of the following parameters: 

Information BlockField Description
Filters

On the Filters menu, select the required parameters for the report. To cancel any filter, click on the delete Image Added icon next to the filter.

You can start a quick search by typing filters' names in the field at the top of a drop-down menu with filters.

Period Specify the time interval for the report and a timezone. Please note that the Period field is mandatory.
Client Type

Select a client type from a drop-down list of the following options:

  • Client
  • Reseller
  • Calling Card
  • Call Shop
Additional Filters

There are the following accessible additional filters:

  • By clients: Client Tags, Owner.
  • Extras: Package.
Client TagsSpecify certain tags 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 the following accessible options to group the data in reports:

  • Time: Year, Month, Date.

  • Extras: Package Name.

Output



This form contains settings for 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 email. Also, it is possible to specify several emails.

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(warning) Attention

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. All values will be automatically converted to the specified currency in the report.

Active Duration

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

A generated Customer Dynamics report is demonstrated on a screenshot below:

Screenshot: Customer Dynamics report

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TitleDescription
Clients - Active

This subdivision shows statistical 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 the last Active Duration period.
  • Balance Pos - Total of all positive balances for the clients that used any paid services within the last Active Duration period.
  • Balance Neg - Total of all negative balances for the clients that used any paid services within the last Active Duration period.
  • Balance - Total of all balances for the clients that used any paid services within the last Active Duration period.
Clients - Overall Active

Here a statistic data of customers that actively used paid services at any time is displayed

  • 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 the specified period.
  • Total - Total amount of balance refills during the specified period.
  • Avg - Average amount of each refill during the specified period.
Pay As You Go
  • Total - Total amount spent on any services out of package 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 the specifiedperiod.
  • Activation Total - Total amount charged for all activations of the packages.
  • Renew Qty - Number of packages renewals during the specifiedperiod, including initial renew within the activation of the package.
  • Renew Total - Total amount charged for packages renewals, during the specifiedperiod, including initial renew within the activation of the package.

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

Screenshot: New Template form

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

Customer Dynamics buttons: export, chart.

You can export data to a CSV and XLSx file, which contains only currently displayed data, with no automatic request to update data while exporting. Also, it is possible to create charts for illustrating crucial information easily:

1. To download a report in .csv, click on the Export to CSVImage Added button above the report.

2. To download a .xlsx file, click on the Export to XLSx Image Added button above the report 

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

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

Therefore, you can create a new chart or select Blank Chart to have a new empty worksheet for configuring a custom chart

4. You can check an actual date interval by clicking on the Info Image Added icon. The displayed data could be different from the Interval specified above if there is no data for the period. 

Screenshot: Customer Dynamics chart

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