To access Customer Acquisition and Loyalty Report go to

Sales > Performance > Sales Reports > Customer Acquisition and Loyalty

The data from a new customer and existing customers standpoint. This report helps visualize customer loyalty. There are two windows within this report: The Filter Window and the Data Window.

Accessing the Filter Window, the company and date ranges can be applied. Data is updated in the Data Window as changes are applied.

Within the Data Window, columns of information are accessible.

• Moving columns: The columns can be moved, re-arranged by clicking on the column headings and dragging them.
• Sorting: To sort the data in columns, click on the right-hand side of a column heading and you'll see options to sort as ascending, descending, reset sorting, or remove a column
• Filtering: The text boxes below the column headings work as instant filters. Enter a number there and all matching records will be shown.