Generating Customer Reports

This article explains how to utilize Thulo Cloud's reporting features to generate reports on your customer data, providing valuable insights into your customer base.

Generating Customer Reports:

1. Access the Reports feature within Thulo Cloud.

2. Go to "Sales" and select the "Customer" report type.
   

3. Choose the desired report timeframe (e.g., Last Month, This Year).
   

Understanding the Customer Report:

• This report will display a comprehensive list of your customers.
• You can search the report to locate specific customers you need information on.
• If you have invoices with various currencies, you might need to select the specific currency for the report.
  • By default, the report will be based on your Thulo Cloud base currency (set in Setup > Finance > Currencies).
    

Alternative Report Access (Optional):

• Navigate to a specific customer's profile.
• Click on the "Invoices" tab within the profile.
  

Benefits of Customer Reports:

• Customer Insights: Gain valuable information on your customer base, including contact details and potentially invoice data.
• Improved Business Decisions: Use customer data to make informed decisions about marketing, sales, and customer support strategies.
• Data-Driven Approach: Back your business choices with data insights gleaned from customer reports.

By effectively utilizing customer reports in Thulo Cloud, you can gain a deeper understanding of your customer base, optimize your business processes, and make data-driven decisions for future growth.

Note: The specific details displayed in the customer report might vary depending on your Thulo Cloud configuration and installed modules.