How to Use Customer Reports?

How to Use Customer Reports?

Customer Reports help you slice and dice through your customer data and turn it into meaningful insights.  

Using Customer Reports

  1. Select the "Reports" module in the Menu.
  2. Pick a report you want to use from the Customer Reports section. 
  3. You can generate the report for any specific interval of time by filling out the "From" and "To" dates in the Zuper Web-App.  
           
    4. Once you fill out the required fields, click on "Generate Report" to download your report. 
        

Organization Master Reports:

  1. Select the "Reports" module in the Menu.
  2. Pick an organization master reports you want to use from the Customer Reports section. 
  3. You can generate the report for any specific interval of time by filling out the "From" and "To" dates in the Zuper Web App.
  4. Once you fill out the required fields, click on "Generate Report" to download your report. 
The Organization Master Report is used to export all the Organization information such as created at, updated at, name, address, and so on. 



Property Master Reports

  1. Select the "Reports" module in the Menu.
  2. Pick a Property Master Reports you want to use from the Customer Reports section. 
  3. You can generate the report for any specific interval of time by filling out the "From" and "To" dates in the Zuper Web App.
  4. Once you fill out the required fields, click on "Generate Report" to download your report. 
The Property Master Report is used to export all the Organization information such as Addresses, Created At, Updated At and so on. 



Finance Reports:

Navigation:  Reports  --> Customer Reports --> Customer Finance Transaction Report | Reports  --> Customer Reports --> Payment Transaction Report

The finance and payment transaction reports are equally important as they help the users know the transactions' insights.

A. Finance Transaction Report:

1. Select the "Settings" module from the left panel, and under the "Customer Reports," select the "Finance Transaction Report."



2. Select the "From (Mandatory Field) and To (Mandatory Field)" date ranges and choose the "Generate Report" Button.



3. The "Finance Transaction Report" will be downloaded from the reports module as follows:



B. Payment Transaction Report:

1. Select the "Settings" module from the left panel, and under the "Customer Reports," select the "Payment Transaction Report."



2. Select the "From (Mandatory Field) and To (Mandatory Field)" date ranges and choose the "Generate Report" Button.



3. The "Payment Transaction Report" will be downloaded from the reports module as follows:



As the reports are critical for the businesses to analyze and get the pattern, our two new reports help them understand their financial and payment transactions as separate reports. 

If you are having any issues, please write an email to support@zuper.co and one of the agents from the support team will get in touch with you.

Note: If the report data is huge, it will not be downloaded as a file immediately. Instead, you will receive a notification email with a link to download the report. 



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