The customer report and segment analysis
Sort and filter your customers by spending, visits and outstanding debt, and export the list.
Last updated: 7 October 2026
Open Reports → Customer Reports from the left menu. This page lets you analyse your customer base against financial and operational criteria.
Sorting and filters
You can sort customers ascending or descending by criteria such as total spending, appointment count, outstanding debt, Last Visit, Visit Count (12 months), Off Rhythm and Reliability Score. Sorted ascending, Off Rhythm puts the most overdue customer first. Filters let you apply a registration date range, a minimum spend, Visit Status (e.g. Late, At risk, Lost), the Reliability level and similar criteria.
The table shows each customer's Visit status (how many days overdue, if they passed their rhythm), Reliability score and Last Visit date. Visits cover completed appointments, class attendance, event attendance and turnstile and facility entries — see the Visit rhythm and reliability article for details.
The date filter applies to the customer's registration date. Spending and debt figures cover all time; the visit count is the number of visit days in the last 12 months — to see the revenue of a specific period, use the Cash Register Report.
Due debt vs upcoming
Debt is shown as two separate figures. Due debt is the open balance of sales cards dated today or earlier — this is what you can actually collect, and it is the number in the summary box. Upcoming is the open balance of appointments that have not happened yet; it appears in a smaller line underneath only when it is greater than zero.
The split matters for recurring appointments: creating a series opens a separate sales card for each session, so balances stretching months ahead are already recorded. Shown as a single total, sessions you have not delivered yet would look like collectable receivables.
The On rhythm / Off rhythm / Lost numbers in the summary box are based on each customer's own visit rhythm: On rhythm = Active, New, Scheduled and Returned; Off rhythm = Late and At risk; Lost = hasn't visited for longer than 4 times their rhythm or 180 days.
Export
The Excel and PDF buttons appear only for users whose role includes the Raporları dışarı aktarabilir (export reports) permission.
Excel: two sheets, customers and summary; up to 50,000 records. It also includes the visit status, last visit, visit count and reliability score.
PDF: at most 100 customers are printed — use Excel for longer lists.
Files are downloaded in your interface language (Turkish, English or Azerbaijani).
Use the “Total Spending” sort to find your loyal customers; on the Customers page, Save List keeps a customer list that you can then target with a dedicated campaign from Campaigns.
On mobile, open Reports from the menu and pick Customer Reports from the chip row at the top.
This report has no date filter at all on mobile — every figure covers all time. To analyse a specific period, use the Cash Register report or the web panel.
Sorting
Eight chips set the sort: Registration Date (the default), Visit status, Last visit, Reliability, Spending, Debt, Appointment and Last Appointment. Tapping a new criterion sorts it descending — except Visit status, which starts ascending so the most overdue customers come first; tapping the one that is already active flips the direction, shown by the arrow on the chip.
Filters
Five toggles: With Active Package, Without package, Banned, Off rhythm (Late + At risk) and Lost. Off rhythm and Lost cannot be on together. Tap one again to clear it. There is no free-text customer search in this report.
What the screen shows
Four tiles — Total Customers, Total Debt (the debt that is already due; upcoming sessions are not included), Avg. Spend and On rhythm / Off rhythm — then the customer list. Each row shows the name, phone, appointment count, registration date and total spending, plus the outstanding debt when there is any, and badges for the visit status, the reliability score (when there is one), an active package and a ban, with the last visit date underneath. The list loads 20 at a time with the Load More button.
Excel and PDF export are not available on mobile; use the web panel to download files.