Customer Extended Lookup Form > Analysis tab

Some of the reports you can get from the Analysis tab:

1. Accounts Opened Each Year

2. Employee Pipeline Information

3. All clients that opened an account but did not buy anything (e.g web clients)

Filter - First Invoice Date Is Null

Use Customer Contact Lookup - Filter the Last Purchase or Days Since Last Purchase (make sure the customer has an email address), then send for e.g a promotional voucher.

Active clients who did not buy anything this month.

4. New Customers - Analysis tab use first invoice date

5. Number of new customers per year