TO CREATE A NEWLY REGISTERED CUSTOMER REPORT
A Newly Registered Customer Report is a type of business or marketing report that tracks and provides detailed insights into customers who have recently signed up, subscribed, or registered for a company’s products, services, or platform. This report is commonly used in various industries such as e-commerce, SaaS (Software as a Service), retail, and digital services to analyze customer acquisition trends and patterns.
User Access
Who Can Access
- Pothys admin
- Back Office
- Purchase Manager
- Manager
What User Can Do
- View Reports
- Newly Registered Customer Report
Pre-Requisite Activities
- Created
Business Rules
- Registration Date Cut-off- A newly registered customer is defined as someone who has completed their registration within the past X days (e.g., 7 days, 30 days).
- The time frame can be adjusted based on the business needs (e.g., tracking monthly new customers vs. weekly).
- Customer Status-Only customers with an “Active” or “Verified” status should be included in the report.
- Customer Categories- The report should categorize customers based on registration source (e.g., website, mobile app, third-party integrations).
- Unique Customer ID- Each newly registered customer should be assigned a unique identifier (Customer ID) that ensures no duplicates in the report.
- Data Completeness – Only customers with complete mandatory fields in the registration form (e.g., name, email address, phone number) should be included.
User Interface
STEP 1: To select a Newly Registered Customer Report.
STEP 2: To enter a created field in this field is mandatory,then to click the start check box to run the process.
STEP 3: Once to complete the process to show the report based on the given data.
STEP 3: Name – typically refers to the name of a person or entity that has purchased goods or services from a business. This information is often used to identify or contact the customer in various business processes such as transactions, customer service, or marketing.
Mobile number – refers to the mobile phone number provided by a customer when interacting with a business or service.
Card number – typically refers to a unique identifier assigned to a customer, often used in various systems to track or manage customer-related transactions, memberships, or loyalty programs.
Created user -The user is created in the system with a username, email, and password. This allows the user to log in, interact with the platform, and access personalized content or services.
Join date-typically refers to the date when a customer first registers or signs up for a service, product, or platform.
Points allocated – metric helps businesses track how well their promotional and loyalty programs are performing, and if they are incentivizing new customers to take desired actions. If you are looking at a specific software tool, CRM, or loyalty program, it might have a specific way of calculating or presenting these points.
Initial card points – typically refers to the points or rewards a customer receives when they first register for a rewards program or loyalty card associated with a business, retailer, or service.
Points redeemed – typically refers to the number of loyalty or reward points that a new customer has used or cashed in since registering for an account.
Sales Value – typically refers to the total revenue generated from the newly registered customers during a specific period. It is a metric that helps businesses understand how much income has been made from customers who have recently signed up or made their first purchase.
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