Use customer reports
Follow this guide to review customer acquisition, groups and account-level performance. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What you’ll accomplish
Review customer acquisition, groups and account-level performance. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Follow these steps
- Go to Reports → Customers.
- Select the required date range and confirm whether the report uses creation, due, payment or activity dates.
- Apply customer, status, staff, group, currency or other filters needed for a like-for-like result.
- Check totals and drill into the source records when a figure appears unexpected.
- Change grouping or chart options only after confirming the base filters.
- Export or print the result when required, then protect the downloaded file according to company policy.
- Record the filters used so another authorised user can reproduce the result.
Fields and decisions to review
Company or individual nameCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Primary contactCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Billing and shipping addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Country, currency and languageCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Customer groupCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Assigned staff and portal settingsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data.
Checks before you finish
- Search for duplicates first.
- Use a shared business email only when appropriate.
- Check contact permissions before sending portal access.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
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