Postcode Area Customer Analysis

Originally written by John Hardwick, last updated Jun 14, 2023, on the Swan Retail knowledge base (FRS).

Part of: Sales Reports

The report details orders raised within the specified date range, collating by postcode and whether the customer is a first-time purchaser or a returning customer.

This report offers a detailed and summary format.

Detailed Format

See image above.

Selection Criteria

Run time choices, user selectable.

• Sales Date Range

• Restricted Selling Location(s)

• Include Order On Hold

  • Yes / No

• Report Format

  • Detailed / Summary

• Include Blank Postcodes

  • Yes / No

Print Sequence

As indicated by blue numbered squares in the report example.

1 Postcode

2 Sales Order Date

Report Totals

As indicated by yellow numbered squares in the report example.

• There are none.

Printed Fields

Fields printed on the report.

• Postcode / Zip Code / Eire Code

• Number of Existing Orders

• Existing Sales Order Value

• Number of Existing Customers

• Number of New Orders

• New Order Value

• New Customers

Detailed mode (blue italic text)

• Postcode / Zip Code / Eire Code

• Sales Order Date

• Sales Order Number

• Customer ID

• Customer Last Name / Surname

• Sales Order Total

• Number of Previous Orders for this Customer.

Summary Format

Selection Criteria

As per detailed format.

Print Sequence

As indicated by blue numbered squares in the report example.

1 Zip Code / Postcode / Eire Code

Report Totals

As indicated by yellow numbered squares in the report example.

• There are none.

Printed Fields

Fields printed on the report.

• Postcode / Zip Code / Eire Code

• Number of Existing Orders

• Existing Order Value

• Number of Existing Customers

• Number of New Orders

• New Order Value

• Number of New Customers

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