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Customer Signups Report in Point of Sale
Analyze customer signups, loyalty, and the ratio of guest checkouts to customer-linked checkouts.
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The Customer Signups report in Point of Sale provides valuable insights into the performance of your clienteling and acquisition efforts. You have the option to group the report by stores to assess overall store performance, or by associate to evaluate individual performance.
Accessing Report
Access the report by going to Reporting and Analytics > Customer Signups Report.
Filtering Report
The report can be filtered by store IDs, associate IDs, and date range. Additionally, you can group the search results by store or associate. Also, the report can be sorted by columns, and the results can be downloaded in a CSV file.
Grouping by Stores
When the report is grouped by stores, it displays store-level aggregates in the report. This also the default setting on the landing page.
Below is a table of the available columns in the report:
| Column | Description |
|---|---|
| Store ID | Unique identifier of store. Note, this is only shown only when grouping results by "Store" |
| Customer Profiles Created | Number of customer profiles created for the specified store. Note, this number the total count of successful calls of the customer creation API for a unique customer ID. |
| Customer Profile Edits | Number of edits made on customer profiles for the specified store |
| Loyalty Sign-ups | Number of loyalty sign-ups created for the specified store |
| Collections Sent | Number of collections created and shared for the specified store |
Grouping by Associate
When the report is grouped by associates, it displays associate-level aggregates in the report.
Below is a table of the available columns in the report:
| Column | Description |
|---|---|
| Associate ID | Unique identifier of store associates. Note, this is only shown only when grouping results by "Associate" |
| Customer Profiles Created | Number of customer profiles created for the specified associate. Note, this number the total count of successful calls of the customer creation API for a unique customer ID. |
| Customer Profile Edits | Number of edits made on customer profiles for the specified associate |
| Loyalty Sign-ups | Number of loyalty sign-ups created for the specified associate |
| Collections Sent | Number of collections created and shared for the specified associate |
| Order Count | Number of orders completed for the specified associate |
