Customer Reports on SkyTab Lighthouse Business Manager

Description: Lighthouse Business Manager (LBM) provides several Customer Reports that help businesses review customer details, account balances, and purchasing activity. These reports include Customer Directory, Customer House Accounts Balance, and Customer Item Sales, each offering insight into different aspects of customer behavior and spending trends.

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Overview

The Customer reports provide visibility into customer information, account balances, and purchasing activity. They can be used for tasks such as:

• Reviewing customer contact information and visit history
• Monitoring outstanding balances for house accounts
• Analyzing customer purchasing behavior and spending trends

Jump to a section by selecting a link below:

• Customer Directory
• Customer House Accounts Balance
• Customer Item Sales
• How the Reports Organize Data
• Quick Tips

Customer Directory

Purpose

The Customer Directory Report provides a list of all customers in the location’s database. It displays contact information, visit history, and spending summaries, enabling management and staff to quickly access customer profiles.

Running the Report

1. Log in to Lighthouse Business Manager.
2. Navigate to Reporting > Reports.
   
3. Select SkyTab POS and the desired location(s).
   
4. Select Customer Directory.
   
5. Select Generate. The report displays on the screen. You can also download or print it.
   

Customer House Accounts Balance

Purpose

The Customer House Accounts Balance Report displays current account balances and thresholds for customers. It is used to monitor outstanding liabilities owed to the business and track customer credit activity.

Running the Report

1. Log in to Lighthouse Business Manager.
2. Navigate to Reporting > Reports.
   
3. Select SkyTab POS and the desired location(s).
   
4. Select Customer House Accounts Balance.
   
5. Select Generate. The report displays on the screen. You can also download or print it.
   

Customer Item Sales

Purpose

The Customer Item Sales Report shows itemized sales for each customer, including quantity sold and net sales, within a specified date range. It helps management identify purchasing trends and top-spending customers.

Running the Report

1. Log in to Lighthouse Business Manager.
2. Navigate to Reporting > Reports.
   
3. Select SkyTab POS and the desired location(s).
   
4. Select Customer Item Sales.
   
5. Choose a date range.
   
6. Select Generate. The report displays on the screen. You can also download or print it.
   

How the Reports Organize Data

Report	Data Grouping & Sorting	Columns/Key Data Displayed
Customer Directory	Listed alphabetically by customer name	Name, Email Address, Phone Number(s), Address, Average Spent, Total Spent, Last Visit
Customer House Accounts Balance	Grouped alphabetically by customer name	Customer Name, Account Balance, Account Threshold
Customer Item Sales	Grouped by customer name; includes all sales for selected date range	Name, Ticket #, Item Name, Quantity Sold, Net Sales

Quick Tips

• Customer Directory Report: Use to review and export customer contact information and visit history.
• Customer House Accounts Balance Report: Use to monitor outstanding balances and account thresholds.
• Customer Item Sales Report: Use to analyze customer spending patterns and identify frequently purchased items; date range required.