Customer Reports provide specific details about customer activity throughout iPoint.
Note: Click on the report name to see a sample of the report and the options available.
Click the module reference after the description to see where the data comes from.
Payments Received – is a list of payments that your customers have paid. Payments can be directly applied to an Invoice or through the Payment portal.
Customer Activity – shows a list of the sales activities completed by staff members within your organization.
Customer Current AR – this is a list of customer invoices including the balance due.
Customer Bad/Bounced Emails – reports a list of bad emails (those that have bounced or were undeliverable) taken from marketing campaigns.