Customer Types - Report

The Customer Types report provides a clear breakdown of total bookings created by each allocated customer type within a selected date range. Designed to give you insight into your client demographics and booking trends, it allows you to utilize date range filters, search options, and file exports (Print, Excel, CSV) to easily assess customer distribution, evaluate the effectiveness of specific client groups, and tailor your business strategy to your most active customer segments.

To access the Customer Types Report, go to Reports > Customers > Customer Types.

Using the date pickers, select the start and end dates for the period you want to review. 

This report displays the number of bookings that were created for each customer type between the selected dates.

It includes:

• CustomerType
• Total Number of Bookings for each Type
• Overall Total Number of Bookings

Click the   Filter icon in the top right corner to open the filtering menu, where you can narrow your search by:

Select Location - Enables you to filter by location when using the multi location plans.

Select Area - Enables you to filter by Area Type such as Daycare, Boarding or Grooming.

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

For More Information

On adding Customer Types - Customer Types

On creating a new customer - Adding a New Customer