{"id":1453,"date":"2022-04-13T13:38:55","date_gmt":"2022-04-13T13:38:55","guid":{"rendered":"https:\/\/www.smartsaleerp.com\/helpdesk\/?post_type=ht_kb&#038;p=1453"},"modified":"2023-01-06T10:33:29","modified_gmt":"2023-01-06T10:33:29","slug":"how-to-generate-a-report-on-the-profile-summary-of-customers","status":"publish","type":"ht_kb","link":"https:\/\/www.smartsaleerp.com\/helpdesk\/knowledge-base\/how-to-generate-a-report-on-the-profile-summary-of-customers\/","title":{"rendered":"HOW TO GENERATE A REPORT ON THE PROFILE SUMMARY OF CUSTOMERS."},"content":{"rendered":"<ol>\n<li>In the SmartSale window, click on CRM &amp; MARKETING and then click on CLIENT INQUIRY.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1455 size-full\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1-e1649856919480.png\" alt=\"\" width=\"756\" height=\"428\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1-e1649856919480.png 756w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1-e1649856919480-600x340.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1-e1649856919480-200x113.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1-e1649856919480-50x28.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1-e1649856919480-60x34.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/1-1-e1649856919480-100x57.png 100w\" sizes=\"auto, (max-width: 756px) 100vw, 756px\" \/><\/a><\/p>\n<ol start=\"2\">\n<li>Click on the first drop-down menu in the left column, select ALL CUSTOMERS.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1456 size-full\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1-e1649856971115.png\" alt=\"\" width=\"728\" height=\"484\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1-e1649856971115.png 728w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1-e1649856971115-600x399.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1-e1649856971115-200x133.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1-e1649856971115-50x33.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1-e1649856971115-60x40.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/2-1-e1649856971115-100x66.png 100w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/a><\/p>\n<ol start=\"3\">\n<li>Click on the second drop down menu (Select report type) and choose Profile summary.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-1457 size-full\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-1-e1649857042190.png\" alt=\"\" width=\"384\" height=\"472\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-1-e1649857042190.png 384w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-1-e1649857042190-163x200.png 163w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-1-e1649857042190-41x50.png 41w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-1-e1649857042190-49x60.png 49w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/3-1-e1649857042190-81x100.png 81w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/><\/a><\/p>\n<ol start=\"4\">\n<li>Click on All Customers below the select report type drop down menu to generate the report.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1454\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-1.png\" alt=\"\" width=\"367\" height=\"53\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-1.png 367w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-1-200x29.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-1-50x7.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-1-60x9.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/4-1-100x14.png 100w\" sizes=\"auto, (max-width: 367px) 100vw, 367px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>5. A list of your customers is generated with their names, emails, phone numbers, etc <a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1886\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest.png\" alt=\"\" width=\"1001\" height=\"410\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest.png 1001w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest-600x246.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest-200x82.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest-768x315.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest-50x20.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest-60x25.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/04\/testtest-100x41.png 100w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><iframe loading=\"lazy\" title=\"How to generate profile summary of customers\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/lQdnLsIc07s?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the SmartSale window, click on CRM &amp; MARKETING and then click on CLIENT INQUIRY. Click on the first drop-down menu in the left column, select ALL CUSTOMERS. Click on the second drop down menu (Select report type) and choose Profile summary. Click on All Customers below the select report&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[103,102],"class_list":["post-1453","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-how-to-guides","ht_kb_tag-profile","ht_kb_tag-profile-summary-of-customers"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1453","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/comments?post=1453"}],"version-history":[{"count":3,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1453\/revisions"}],"predecessor-version":[{"id":1887,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1453\/revisions\/1887"}],"wp:attachment":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/media?parent=1453"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-category?post=1453"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-tag?post=1453"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}