Docs for all releases
Page History
...
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.
...
Information Block | Field Description | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
Filters | On the Filters menu, select the Select the required parameters for the report on the Filters menu. To cancel any filter, click on the delete 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:
| |||||||||
Additional Filters | ||||||||||
There are the following accessible additional filters:
| ||||||||||
Client Tags | Specify certain tags 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 | |||||||||
Group by | There are the following accessible options to group the data in reports:
| |||||||||
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.
| |||||||||
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. |
...
Title | Description |
---|---|
Clients - Active | This subdivision shows statistical data of customers that who actively use services according to the period specified in the Active Duration field
|
Clients - Overall Active | Here a statistic data of customers that Statistic data is displayed related to the customers who actively used paid services at any time is displayedtime
|
Clients - All | It presents all customers according to the filter settings
|
Balance Refill |
|
Pay As You Go |
|
Packages |
|
Also, you You can also 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:
...
Panel | ||||||||
---|---|---|---|---|---|---|---|---|
| ||||||||
Tip To find more details about templates, please refer to the Report Templates article in our User Guide. |
...
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 It is also possible to create charts for illustrating crucial information easily:
...