The Demographics Report provides valuable insight into your store's customers and their spending.
Navigating the Demographics Report
The Demographics Report is made up of five tabs displayed at the top of the screen. Each tab displays a different table of information about your shop's customer base:
- Age Groups
- Customer Groups
- Customer Type
Filters and Sorting
Clicking the blue filter button will display available filters for the tab you’re viewing and expand the available search bars so you can quickly find the data you’re looking for. These are shown under each column header.
Each tab can also be filtered for a specific time period using the date and time filters on the upper right-hand side of the screen or by selecting a preset date range from the filter button dropdown.
The time filter will filter for a start and end range per day. In the example above, the report would display data from 6:00 AM - 10:00 PM on January 2nd, January 3rd, and so on for every day until February 3rd.
You can also sort each column (by amount or alphabetically, depending on the information in the column) by clicking the sort arrows to the right of the column headers. Click the sort arrow again to change the direction of the sort.
Time Range Filter - Max Range
The Time Range Filter has a max range of 3 months. This does not mean you cannot get info from more than 3 months in the past, it means you can only pool data for 3 months at a time. For instance, you would first need to pull the data from January- March, export it. Then change the range from April-June, then export that.
At the top of each report is a snapshot overview of the data in the main table below. The snapshot will adjust accordingly when filters are applied.
You can also export or print any of these reports by clicking the ‘…’ in the upper right-hand corner of the screen.
- The export will contain some additional detailed information not visible from the Discount Report, such as customer information and the times the ticket changed statuses.
- Printing will include all expanded rows at the time of printing.
NOTE: It can take up to 30 seconds after a transaction is completed for the reports to reflect the updated data.
This tab shows a breakdown of customers and spend by age group.
Example: What is the Senior age group’s favorite product type?
Click the filter button to open available filters and searches. In the ‘Age Group’ column, select only ‘60-69’, ‘70-79’, and ‘80-99’. Reference the result in the ‘Top Product Types’ column.
Example: Which age group purchased the most average items per ticket last week?
Use the date filter dropdown to select Last Week. Then, sort the 'Avg Items per Ticket' column in descending order (the sort arrow will point down) and reference the top result in the 'Age Group' column.
This tab displays customers and the amount spent broken out by the customer groups selected on their profile at intake.
Example: What percentage of my customers receive the Industry Discount?
Click the filter button to open available filters and searches. In the 'Customer Group' column, open the dropdown > select only Industry > click Apply. Reference the result in the '% of Customer Base' column.
This tab shows a breakdown of customers and the amount spent by type: MMID, Medical, or Adult-Use.
Example: Which customer group had the lowest number of tickets last month?
Use the date filter dropdown to select Last Month. Sort the 'Tickets' column in ascending order (the sort arrow will point ip) and reference the top result in the 'Customer Type' column.
This tab shows a breakdown of customers and the amount spent by city. This information is defined by the city listed in the address field on the customer's profile.
Example: What is the most popular product type for customers who live in Oakland?
Click the filter button to open available filters and searches. In the 'City' column, open the dropdown > select only Oakland > click Apply. Reference the result in the 'Top Product Type' column.
Example: Where do most of my out-of-state customers come from?
Click the filter button to open available filters and searches. In the ‘State/Province’ column, open the dropdown > unselect your state > click Apply. Then, sort the '% of Customer Base' column in descending order (the sort arrow will point down) and reference the top result in the 'State/Province' column.
This tab shows a breakdown of customers and the amount spent by gender. This information is defined by the gender selected on the customer's profile.
Example: What percentage of our gross sales this month were from male customers?
Click the filter button to open available filters and searches. In the 'Gender' column, open the dropdown > select only M > click Apply. Reference the result in the '% of Gross Sales' column.
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