Does anyone know a way to export a list of Contacts where it shows there total POS spend? Not the individual transactions but a total amount?
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Maybe the order analysis pivot report
POS > Reporting > Orders (Add custom group by 'customer')
That's correct from the pivot you wouldn't be able to get the phone numbers. Alternate could be to download all the POS sales along with customer and phone.
POS>Orders>Orders
from the list view it is possible to download customer, phone and order total on a spreadsheet and then pivot to get total sales by customer.
To export a list of Contacts with their total Point of Sale (POS) spend, you'll typically need a system or software that tracks these transactions. If you're using a Customer Relationship Management (CRM) software, it might offer this feature. Here's a general approach:
Access your CRM: Log in to your CRM system where you store contact and transaction data.
Generate a Report: Look for a reporting or export feature within your CRM. Create a custom report that includes the Contact names and their total POS spend.
Filter and Export: Apply filters or conditions to select the Contacts you want in your report. Then, export the report in a suitable format, such as Excel or CSV.
Review Data: Open the exported file to see the Contacts and their respective total POS spend.
The exact steps can vary depending on the CRM software you're using, so consult your CRM's documentation or support resources for specific guidance.
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Jaideep,
I also need to be able to export the customer phone number so that I can import that data somewhere as name / phone / total POS spend in three different columns. Using a pivot table doesn't seem to give me this?