The Top Customers report identifies those members of your community who use and pay for your programs the most. The report can include any combination for the Enrichment Courses, ECFE and/or Child Care enrollments as well as payments collected using the One Time Payments feature. The Excel file created includes the payer's first and last name, email and mailing address (if available), participant name(s), a numeric Registration Count, Program Names for the modules included and dollar amount spent (Note: it is based on dollar amount spent, even if refunds were issued).
The Top Customers report can be accessed using these steps:
- Point to Reports
- Select Reports from the list
- Enter the number of customers you'd like the report to include.
- Enter the desired Date Range
- If you wish to report on the Courses Module, leave the Report Courses option as Yes then use the check boxes to filter the report for the desired Enrichment Course Categories. Change to No to exclude that module.
- If you wish to report on the ECFE Module (Minnesota districts only), leave the Report ECFE option as Yes then use the check boxes to filter the report for the desired ECFE Course Categories. Change to No to exclude that module.
- If you wish to report on the Child Care Module, leave the Report Child Care option as Yes then use the check boxes to filter the report for the desired Programs. Change to No to exclude that module.
- If you wish to report on One Time Payments collected, leave the Report One Time Payments option as Yes. Change to No to exclude those payments.
- Select Run Report. Note: Depending on the parameters used, it can take a few minutes to complete.
- When the box on the right changes to green, select View Results on the right to download it.