To make your data easier to understand, Hike breaks down all the activity to these key reports.
All reports share the same fields below.
Find...
As per all reports, choose the outlet you wish to see from the Find... drop down menu.
Date range
Click on the date range box to choose to see data from Today, Yesterday, Last 7 days, Last 30 days, This month, Last month or a Custom range.
Click the APPLY button to data from that date period.
Export
Click the EXPORT button to export the current report you are viewing for the date range selected.
Choose between PDF or Excel (.XLSX) format.
We will now go through the sections available on screen exclusively for Customers Reports.
Customer balance report
Customer balance report lists which customers have purchased On Account, with an outstanding balance to be paid. Use the search box to only display details of a particular customer within the date range selected.

Customer name column
Name of the customer with an invoice outstanding on account
Customer code column
Code assigned to the customer on their account
Phone column
Customer's phone number
Number of invoices column
Number of outstanding invoices on account, the customer has
Outstanding Column
The total amount outstanding of all unpaid invoices on account
Loyalty points
Loyalty points report lists details of Loyalty Points that customers have earned, used and have remaining. Use the search box to only display details of a particular transaction.
Sale # column
Invoice number
Type column
Lists if transaction was
- A sale, earning points and increasing points balance
- A payment, using points and decreasing points balance.
Date
Date of the sale
Amount column
The total sale price of the transaction
Accrued points column
How many points were earned in that transaction
Points used column
How many points were used in that transaction
Opening balance column
How many points were held, in total, before the transaction was completed
Closing balance column
How many points, in total, the customer now has
Gift card Transactions
Gift card balance report lists transactions made with Gift cards. Use the search box to only display details of a particular customer or Gift Card number within the date range selected.

Gift Card
The number of the Gift card (used to submit transactions)
Customer name
The name of the customer who purchased the card, if the customer was assigned to the sale
Sale #
The transaction number when the Gift card was used, includes the time & date used
Sale total
The total amount of the transaction
Paid using gift card
How much of the sale total was paid using the gift card
Opening balance
The remaining balance of the gift card before the transaction
Closing balance
The remaining balance of the gift card after the transaction
Displays the
customer's registered name in the system.
- Company (if applicable)
Shows
the associated business name if the customer is linked to a company account.
- Customer Code
A unique
identifier assigned to each customer.
- Store Credit
The total store
credit available for the customer.
The Store credit report will display the entire customer name (including first and last name) which will help identify customers with the same name.
Acc receivables statement
This report will show on account sales and payments received in a selected date range.

- You can filter out customers with no outstanding balance and/or no activity during the selected period. Further, you can filter the results by selecting customer group/s. You can also enter minimum outstanding amount threshold to exclude low balance accounts from the list.

- Once all the relevant filters are applied, a list will be generated with customer names, contact details and outstanding balances. This can easily be used as an on-screen follow-up call list.

- Click on anywhere in the list to view that customer’s itemized statement. The details include all the purchases and payment transactions for a selected data range period.

- You can select and send all statements to print at once. An A4 sized printed statement will be generated for each customer. The statements are readily designed to be used with windowed envelopes.

Related Articles
Sales Report
To make your data easier to understand, Hike breaks down all the sales activities into these key reports. All sales reports share the same fields below. Outlet As with any report, choose the outlet you wish to see from the drop-down list. You can ...
Register Report
To make your data easier to understand, Hike breaks down all the activity to these key reports. All reports share the same fields below. Find outlet... As per all reports, choose the outlet you wish to see from the Find... drop down menu. Date range ...
How to print Detail Credit Note Receipt for the Customers.
It is always convenient to provide your customer a detailed receipt with all his data such as Loyalty, store credits and outstanding if any. Now you can issue the customer's Credit Note Report which contains the below details. Loyalty Balance. ...
Payments Report
To make your data easier to understand, Hike breaks down all the activity to these key reports. All reports share the same fields below. Outlet. As per all reports, choose the outlet you wish to see from the Find... drop down menu. Date range Click ...
Inventory Report
To make your data easier to understand, Hike breaks down all the activity to these key reports. All reports share the same fields below. Outlet As per all reports, choose the outlet you wish to see from the Outlet drop down menu. Filter by... Search ...