Customers Report

Customers 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...

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

Store credit



  1. Customer Name

Displays the customer's registered name in the system.

  1.  Company (if applicable)
Shows the associated business name if the customer is linked to a company account.

  1. Customer Code

A unique identifier assigned to each customer.

  1. 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.Account statements data filters
  • 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.Account statements data filters
  • 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.Account statements data filters
  • 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.Account statements data filters


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