This guide shows how to quickly pull and download a “Sales by customer group” report so you can see revenue broken down by customer segments for any location, employee, and date range.
1. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant and click Reports in the sidebar menu.
2. Click “Sales Reports”
3. Select the “Sales by customer group” option under Report type dropdown.
4. Select the location, employee, date range, and other filters. For example, we select the “Month” option in Period type.
5. Click this calender icon to select month. For example, September
6. Click “Get report”
7. The sales by customer group report for the month of September is generated.
To download the report, click CSV, Excel, PDF or ”COPY” to clipboard
Understanding the Report
- Each row represents a customer group
- Customers without a group are shown separately
- Total reflect sales for the selected filters
Tips:
- Use this report to compare loyalty tiers, wholesale groups, or membership groups.
- Assign customers to groups before running the report if you need cleaner totals.
