> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/crm/customer-report.md).

# Customer Report

Purpose: To provide statistics on the customer data available to the current user through pie charts and bar charts based on various customer attributes.

## 1 Chart Display

### 1.1 Pie Chart

The pie charts show the percentage of customers by customer type, customer status, customer attributes, and customer size.

#### 1.1.1 Statistics

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2F2IkJaruB8yWghwMOJRGY%2Fimage.png?alt=media&amp;token=950f5f90-1ca6-4c39-90b2-d7be9a5267a9" alt="" width="372"><figcaption></figcaption></figure>

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2Fx6xYOJB28x8uxUkc2iZh%2Fimage.png?alt=media&amp;token=508695a1-3a86-4ce8-a349-6e8d5a9d8a8d" alt="" width="357"><figcaption></figcaption></figure>

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FuL9roNieqMn8coCcthmV%2Fimage.png?alt=media&amp;token=96d2df36-f08f-4692-a1b3-c3aac0cbd825" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FkxNB7UIOHQTFxAIUoxCg%2Fimage.png?alt=media&amp;token=f226b430-9160-4df7-8bf2-460e6f9c8fb5" alt="" width="362"><figcaption></figcaption></figure>

#### 1.1.2 Filter

The charts statistics are displayed based on filter criteria and the filter are fixed.&#x20;

The filter range are created this week, created this month, created this quarter, and created this year.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FzucbDvovSOt8ZISCIpag%2Fimage.png?alt=media&amp;token=e28cc337-ef66-492d-b51c-6dd9f0d2a331" alt=""><figcaption></figcaption></figure>

### 1.2 Bar Chart

#### 1.2.1 According to Account Executive

Statistics on the total number of customers, customer types, customer statuses, and customer attributes.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FntnevCh6cXTpdtFowNNn%2Fimage.png?alt=media&amp;token=635f738b-691b-4f21-9557-45709153e179" alt=""><figcaption></figcaption></figure>

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Horizontal axis: Account executive&#x20;

Vertical axis: Number of customers under each account executive.

#### 1.2.2 According to Creation Date

Statistics on the number of customers, customer types, customer statuses, and customer attributes by day, week, and month.

<figure><img src="https://1526800164-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F50DeL6mO9sNbAZBSEdaN%2Fuploads%2FD8wmaWbnsRzgFy8hyxQA%2Fimage.png?alt=media&amp;token=164ec5c4-737f-4cb7-a294-3ccb76029ef8" alt=""><figcaption></figcaption></figure>

Horizontal axis: Customer creation date

Vertical axis: Number of customers created

##