{"id":1540,"date":"2024-11-23T04:58:49","date_gmt":"2024-11-23T04:58:49","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4904118580125-clients-report\/"},"modified":"2026-04-02T12:17:13","modified_gmt":"2026-04-02T12:17:13","password":"","slug":"4904118580125-clients-report","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904118580125-clients-report\/","title":{"rendered":"Sales by Clients Report"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What is it and what is it for?<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">The <strong>Analytical Reports > All reports > Sales>  By Clients<\/strong> section displays data on revenue and visits of all clients who used the company&#8217;s services for a certain period.<\/span><\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69d07595b1840&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69d07595b1840\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"842\" height=\"738\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.06.12.avif\" alt=\"\" class=\"wp-image-317233\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.06.12.avif 842w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.06.12-300x263.avif 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.06.12-768x673.avif 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.06.12-360x316.avif 360w\" sizes=\"auto, (max-width: 842px) 100vw, 842px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>Important<br><\/strong><br><span style=\"font-weight: 400;\">Statistics is generated only for appointments with the <strong>Arrived<\/strong> status.<\/span><\/p>\n<\/blockquote>\n\n\n\n<p><span style=\"font-weight: 400;\">The report contains the following information:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\"><strong>Client<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Earnings<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Percentage of the total revenue<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Average spend<\/strong><\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\"><strong>Number of visits<\/strong><\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">Also here you can see the total amount of earnings.<\/span><\/p>\n\n\n\n<h1 class=\"wp-block-heading\">How to read the report?<\/h1>\n\n\n\n<p><span style=\"font-weight: 400;\">To generate a report, go to the <strong>Analytics &gt; Analytical Reports &gt; Sales by Clients<\/strong> section. Specify the period for which you want to see the report, and click the <\/span><strong>Show <\/strong><span style=\"font-weight: 400;\">button.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">In the line with the total amount of earnings, you can open a data chart that displays when clients were the most active. To do this, click the <img decoding=\"async\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/12\/mceclip0.png\" alt=\"mceclip0.png\"> <\/span><span style=\"font-weight: 400;\">button in the bottom right corner.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If necessary, the report can be downloaded as Excel by clicking the <strong>Excel actions<\/strong> button.&nbsp;<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"316\" src=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-1024x316.avif\" alt=\"\" class=\"wp-image-317251\" srcset=\"https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-1024x316.avif 1024w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-300x93.avif 300w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-768x237.avif 768w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-1536x474.avif 1536w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-2048x632.avif 2048w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-360x111.avif 360w, https:\/\/alteg.io\/support\/wp-content\/uploads\/2024\/11\/Screen-Shot-2026-04-02-at-16.07.46-1568x484.avif 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Client data can be downloaded with or <strong>without a visit history.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is it and what is it for? The Analytical Reports > All reports > Sales> By Clients section displays data on revenue and visits of all clients who used the company&#8217;s services for a certain period. ImportantStatistics is generated only for appointments with the Arrived status. The report contains the following information: Also here&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/support\/knowledge-base\/4904118580125-clients-report\/\">Continue reading <span class=\"screen-reader-text\">Sales by Clients Report<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[90],"doc_tag":[1819,1789,1462,1507,2101,1492],"class_list":["post-1540","docs","type-docs","status-publish","hentry","doc_category-analytics-reports","doc_tag-analytical-reports-en","doc_tag-analytics-en","doc_tag-appointment-en","doc_tag-client-en","doc_tag-excel-actions-en","doc_tag-visit-en","entry"],"aioseo_notices":[],"year_month":"2026-04","word_count":171,"total_views":"473","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"ivan.k","author_nicename":"altegio","author_url":"https:\/\/alteg.io\/en\/author\/altegio\/"},"doc_category_info":[{"term_name":"Analytics reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/categories\/analytics-reports\/"}],"doc_tag_info":[{"term_name":"Analytical Reports","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/analytical-reports-en\/"},{"term_name":"Analytics","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/analytics-en\/"},{"term_name":"Appointment","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/appointment-en\/"},{"term_name":"Client","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/client-en\/"},{"term_name":"Excel Actions","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/excel-actions-en\/"},{"term_name":"Visit","term_url":"https:\/\/alteg.io\/en\/support\/knowledge-base\/docs-tag\/visit-en\/"}],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/comments?post=1540"}],"version-history":[{"count":4,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1540\/revisions"}],"predecessor-version":[{"id":317269,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/docs\/1540\/revisions\/317269"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/media?parent=1540"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_category?post=1540"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/support\/wp-json\/wp\/v2\/doc_tag?post=1540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}