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. Screenshot_2019-06-05_at_8.59.45_pm.png

  • Customer name column

    Name of the customer with an invoice outstanding on account
  • 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 #

    Invoice number
  • Type

    Lists if transaction was
    • A sale, earning points and increasing points balance
    • A payment, using points and decreasing points balance
  • Date
    The date of the transaction
  • Amount

    The total sale price of the transaction
  • Accrued points

    How many points were earned in that transaction
  • Points used

    How many points were used in that transaction
  • Opening balance

    How many points were held, in total, before the transaction was completed
  • Closing balance

    How many points, in total, the customer now has

Gift card balance

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 via 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

Acc. receivables statement 

This report will show on account sales and payments received in a selected date range.

  • You can choose to display the customers with outstanding balance and activity during the selected period, or those who currently have an outstanding amount. Further, you can use the 3 filters, customer group, customer name, and balance range, to quickly filter the searched results. You can also include what the customer bought in the reports by ticking "Include items summary".

  • 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.
  • You can also choose to email or print the statements one by one.

  • An A4 sized printed statement will be generated for each customer. The statements are readily designed to be used with windowed envelopes.

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