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Section overview
The Customer Dynamics section is designed to easily illustrate to illustrate the data for analyzing and improving efficiencyefficiency easily. Here, reports are presented in the form of the table. However, you can create a chart toeffectively interpret interpret key information effectively and facilitate the decision-making process.
Screenshot: Customer Dynamics section/query form
Creating a New Report
In order to To generate a report, you need to fill in the form and press click the Query button. The query form consists of the following parameters:
| Information blockBlock | Field Description | |||||||||
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| Filters | On the Filters menu, select the required parameters for the report. To cancel any filter, click on the delete 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:
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| Additional Filters | ||||||||||
There are the following accessible additional filters:
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| 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 by | There are the following accessible options to group the data in reports:
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| 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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| Currency | Specify a currency for the report. All values will be automatically converted in the report 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. | |||||||||
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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 easily for illustrating a crucial informationinformation easily:
1. To To download a report in .csv, click on the Export to CSV
button above the report.
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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 
icon. The displayed data could be different from the Interval specified above if there is no data for the period.
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