Acquisition
How many new clients?
Use Group By → None for a consolidated count over the selected period.
Clients Visits (1.0 Beta)
Clients Visits measures newly identified customer visits and the sales generated by those customers. It compares their spending with total cash sales for the selected stores and can summarize the result by store, day, week, month, year or hour.
Open the reportReports → Clients Visits
What the report measures
IMS identifies new-client activity from cash-sale records that do not have a linked customer master record but do contain a usable telephone number. The report looks at the first qualifying transaction date for that telephone number at the store and checks whether it falls inside the selected reporting period.
ImportantThis is a 1.0 Beta report. It is an analytical indicator based on POS telephone data; it is not the same thing as the registered customer or Star Rewards database.
Run the report
- Select one or more Stores, or leave All selected.
- Select Date From and To.
- Choose None, Day, Week, Month, Year, or Hour under Group By.
- Optionally select Store under Group By when multiple stores are selected.
- Click Get Report.
- Review NewClients, SpentAmount, TotalSales and Percent, plus the totals at the bottom.
Using IMS multi-selection fields
Some IMS criteria fields open a compact multi-selection list instead of a normal drop-down. You can select several values without holding Ctrl.
- Click the criteria field to open the selection list.
- Click an item to select or deselect it. Continue clicking until the required combination is selected.
- Click Close, double-click an item, or click outside the list to apply the selection.
| Field display | Meaning |
|---|---|
| All | All available values are included. If no individual item remains selected, IMS automatically returns the field to All. |
| One name | Exactly one value is selected. |
| Multi Selected | Two or more values are selected. |
No Ctrl key requiredThe IMS list uses simple multi-selection: click each required item to toggle it on or off.
Criteria
| Criteria | What it does |
|---|---|
| Store | Selects one or more stores. The field opens the standard IMS multi-selection list. |
| All | Selects all stores available to the logged-in user. |
| Include inactive stores | Loads inactive stores into the selection list. This option is visible only to users with access to all departments. |
| Date From / To | Defines the reporting period. |
| Hours From / To | The Beta screen includes an hour-range selector; see the Beta note below before relying on it as a filter. |
Store selection
If the user has access to only one store, IMS selects it automatically and disables the All and multi-store controls. With multiple available stores, click the Store field to choose the required locations.
Group By
| Option | Result |
|---|---|
| None | One consolidated result for the selected stores and date range. |
| Day | Groups by transaction date. |
| Week | Groups by calendar year and week. |
| Month | Groups by month and year. |
| Year | Groups by year. |
| Hour | Groups by transaction hour. |
| Store | Adds a Store column when multiple stores are selected. |
Beta note — Hours From/ToIn the supplied Clients Visits 1.0 Beta source, the Hours From/To controls enable the hour selectors, but the current report query does not apply that selected range as a filter. Group By → Hour does work as an hourly breakdown.
Report columns
| Column | Meaning |
|---|---|
| Day / Week / Month / Year / Hour | Displayed when the corresponding period grouping is selected. |
| Store | Displayed when Store grouping is selected and more than one store is included. |
| NewClients | Distinct qualifying customer telephone numbers whose first matching visit falls within the selected period. |
| SpentAmount | Net cash-sales amount generated by the identified new clients. Cash returns reduce this amount. |
| TotalSales | Total net cash sales for the same selected store(s) and period. |
| Percent | SpentAmount ÷ TotalSales. |
How IMS calculates the result
The report uses Cash Sales and Cash Returns only: IMS transaction codes 51 and 53. Code 53 returns are treated as negative amounts in both new-client spending and total store sales.
| Measure | IMS calculation |
|---|---|
| New Clients | Count of distinct qualifying telephone numbers whose first matching store transaction falls in the selected period. |
| Spent Amount | Qualifying clients' cash sales less cash returns. |
| Total Sales | All selected-store cash sales less cash returns for the same period. |
| Percent | Spent Amount ÷ Total Sales. |
What counts as a new client?
The Beta source requires the normal customer ID to be absent or zero and requires a telephone number that is neither blank nor the placeholder 000. The first qualifying transaction is evaluated by store and telephone number.
Why this mattersA person can appear in Clients Visits without being a registered IMS customer or Star Rewards member. The report is using POS telephone data to estimate newly identified visitors.
Summary totals
The bottom panel shows New Clients, Spent Amt, Total Sales and the overall percentage. The overall percentage is calculated from the totals, not by averaging the row percentages.
Export and printing
Clients Visits 1.0 Beta does not currently provide the standard IMS Export To Excel, Send By Email, Save As, or print toolbar. The result is viewed directly in the grid.
Permissions
Clients Visits uses the same Reports-menu permission as Clients History. If the menu item is not visible, the logged-in user's IMS policy does not grant access to client-history reporting.
Common uses
Contribution
How much did they spend?
Compare Spent Amount with Total Sales and review Percent.
Trend
Which period was strongest?
Use Day, Week, Month or Year grouping.
Stores
Which store attracted more?
Select multiple stores and enable Group By → Store.