The Customer Activity Report helps you review booking counts, rating counts, profit, and revenue over the last 30 days, compared against projected 6-month trends.

Running the Report

• Navigate to Reports → Customer Activity.

• The report loads automatically with a rolling 30-day summary.

• Use the filters at the bottom of the screen to view results by Customer or Sales Rep.

What You’ll See

• Ratings – total quotes requested.

• Bookings – total confirmed shipments.

• Revenue – total shipment revenue.

• Profit – net profit for the period.

Each metric shows a percentage change compared to your 6-month trend.

Export

• Click Download into CSV to save a copy of the report for offline analysis.