Overview

Understanding customer purchasing behavior is crucial for tailoring marketing strategies and optimizing inventory management. PayHelm offers robust reporting capabilities that allow users to generate detailed reports on customer purchases by brand over specific timeframes. This can help businesses identify loyal customers, analyze buying patterns, and make informed decisions.

In this guide, we will explore how to generate a report that lists customers who have purchased a particular brand, along with the frequency and total amount spent over the last two years. This report can provide valuable insights into customer loyalty and brand performance.

Common Reporting Issues

Identifying Customer Purchase Patterns

• Symptom: Difficulty in tracking customer purchases by brand over time.
• Cause: Lack of detailed reporting tools or unfamiliarity with existing features.
• Example Scenario: A business wants to target marketing efforts towards customers who frequently purchase a specific brand.

Data Timeframe Limitations

• Symptom: Inability to specify a custom timeframe for reports.
• Cause: Misunderstanding of available date range settings in PayHelm.
• Example Scenario: A user needs to analyze purchase data over a two-year period but struggles to set the correct date range.

Solution: Customer Purchase Report by Brand

What is the Customer Purchase Report by Brand?

The Customer Purchase Report by Brand is a feature in PayHelm that allows users to generate detailed reports on customer purchases for specific brands over selected timeframes. This report provides insights into customer buying habits, helping businesses tailor their marketing strategies and manage inventory efficiently.

Accessing the Customer Purchase Report

1. Navigate to the Reports Section: Log into your PayHelm account and go to the Reports section.
2. Select the Customer Purchase Report: Choose the report type that allows filtering by brand.
3. Set the Date Range: Use the date range selector to specify the last two years.
4. Filter by Brand: Enter the brand name you wish to analyze.
5. Generate the Report: Click on Generate to view the report.

Understanding the Report Data

• Customer List: Displays a list of customers who have purchased the specified brand.
• Purchase Frequency: Shows how often each customer has bought the brand.
• Total Amount Spent: Indicates the total expenditure by each customer on the brand.

Use Cases for Customer Purchase Reports

Marketing Strategy Optimization

• Benefit: Identify loyal customers for targeted promotions and loyalty programs.

Inventory Management

• Benefit: Analyze demand trends to optimize stock levels for popular brands.

Customer Relationship Management

• Benefit: Enhance customer engagement by understanding purchase behaviors.

Troubleshooting Reporting Issues

If You Still See Problems

1. Verify Date Range: Ensure the correct two-year period is selected.
2. Check Brand Spelling: Confirm the brand name is entered correctly.
3. Review Report Filters: Ensure all necessary filters are applied.

When to Contact Support

• Criteria for Escalation: If the report does not generate as expected despite correct settings.
• Information to Provide: Include details of the report settings and any error messages.

Alternative Solutions

• Custom Reports: Consider using custom report options if additional data fields are needed.

Best Practices

Regular Monitoring

• Recommendation: Regularly review purchase reports to stay informed about customer trends.

Documentation

• Recommendation: Keep a record of report settings for future reference.