Create, Assign and Use Customer Report Groups

Customer Report Groups can be used to group your customers based on any criteria you'd like. All you need is a name for the group, and it will act as a bucket to store the assigned customers. A few examples might be leads, type of storefront, and seasonal customers. Customers can only be assigned to report groups using Play for PC. You can use Sales Analysis to report on the sales by customer group, and Customer Labels to export customer information by group, including those with no sales.

1. First, the Customer Report Groups must be created by your Brandwise Administrator.
   • If the system is managed by a 100 server, the customer report groups are created under Setup > Corporate Settings > System Configuration > Customer Reporting Groups / SIC CODE tab. After adding the group names, run a Data Transfer on the 100 server.
   • If the system is managed online through the SFAM login at e.brandwise.com, the customer report groups are created under System Configuration > Corporation > Customer Reporting Groups tab: 
2. Once the groups are created, pull them into your Play for PC system by running a Data Transfer. To assign a customer to a group, open the customer record and click the Report Groups tab: 

3. To report on customer sales limited to a customer report group, click the Reports menu, and select Sales Analysis: 

4. To export information about the customers assigned to a customer report group, click Setup > Customers > Customer Labels: