# New Customer Report

<p class="doc-lead">Lists recently created customers and their transaction activity within a defined span period. Use it to onboard tracking, route performance review, and analyse new account sales from creation date.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-links">
<a href="#/sales/reports/new-customer-report?id=overview">Overview</a>
<a href="#/sales/reports/new-customer-report?id=use-cases">Use Cases</a>
<a href="#/sales/reports/new-customer-report?id=filters">Filters</a>
<a href="#/sales/reports/new-customer-report?id=columns">Columns</a>
<a href="#/sales/reports/new-customer-report?id=actions">Actions</a>
<a href="#/sales/reports/new-customer-report?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>Sales → Reports → New Customer Report</b>.

<p><b>What it shows.</b> Latest customers filtered by span period, with complete transactions recorded between their creation date and the end of the span. Supports employee and route filters.</p>

<p><b>When to use it.</b> Monitor new account acquisition, compare route-wise onboarding, and review early sales from newly registered customers.</p>

<b>New Customer Report</b>
<img src="sales/images/newcustomerreport.webp" alt="Newcustomerreport" loading="lazy">

<b>Filtration — Employee</b>
<img src="sales/images/newcustomerreport1.webp" alt="Newcustomerreport1" loading="lazy">

<b>Filtration — Route</b>
<img src="sales/images/newcustomerreport2.webp" alt="Newcustomerreport2" loading="lazy">

<b>Filtration — Duration of sale</b>
<img src="sales/images/newcustomerreport3.webp" alt="Newcustomerreport3" loading="lazy">

<b>Filtration — Span</b>
<img src="sales/images/newcustomerreport4.webp" alt="Newcustomerreport4" loading="lazy">

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>New account tracking</b> — List customers created in the last 30, 60, or 90 days and review their first transactions.</li>
<li><b>Route-wise onboarding</b> — Filter by route to see which territories are adding the most new customers.</li>
<li><b>Sales rep performance</b> — Filter by employee to measure new customer acquisition and early bill totals.</li>
<li><b>Span-based analysis</b> — Use span to view all activity from customer creation through a defined follow-up window.</li>
</ul>

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<h2 id="filters">Filters</h2>

<ul>
<li><b>Employee</b> — Filter by the sales employee assigned to the customer.</li>
<li><b>Route</b> — Filter by sales route or territory.</li>
<li><b>Duration of Sale</b> — Limit transaction activity to a date range.</li>
<li><b>Span</b> — Define the period from customer creation date for inclusion in the report.</li>
</ul>

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| **Customer** | Name and code of the new customer. |
| **Creation Date** | Date the customer account was created. |
| **Route** | Assigned sales route. |
| **Employee** | Sales employee in charge. |
| **Transaction Count** | Number of transactions in the span period. |
| **Bill Total** | Total sales value from the customer in the period. |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>View Details</b> — Open the customer profile or individual transactions.</li>
<li><b>Export</b> — Download to Excel or PDF for sales review meetings.</li>
<li><b>Print</b> — Print the new customer summary.</li>
<li><b>Filter &amp; Sort</b> — Adjust employee, route, duration, or span.</li>
</ul>

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<h2 id="faq">FAQ</h2>

<b>What does Span mean?</b><br>
Span defines how long after customer creation transactions are included—for example, all sales within 90 days of the account opening date.

<b>How is this different from New Customer Bill Lines?</b><br>
New Customer Report summarises customers and totals. New Customer Bill Lines shows the same customers with individual bill and line-level detail.

<b>Can a customer appear if created outside the duration filter?</b><br>
Customer creation is controlled by span. Duration of sale filters which transactions within the span are counted.

<b>Are inactive new customers included?</b><br>
Customers created in the span appear even with zero transactions, depending on your filter settings.
<p><b>Does customer created date or first invoice date matter?</b><br>Based on first sale invoice in the period, not customer master creation date.</p>

<p><b>Can I target onboarding campaigns?</b><br>Export the list and cross-check with <a href="#/sales/reports/new-customer-bill-lines-report">New Customer Bill Lines</a> for product mix.</p>
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