# Customer Insights Report

Customer Insights uses a date range and the branch from your signed-in POS session. Review identified customers, repeat-customer rate, walk-in orders, and Customer Activity. Avg Identified Spend averages Total Spend across the returned customer rows; each Avg Ticket divides that row’s Total Spend by Visits. Last Visit currently displays a dash, so it cannot establish visit recency or loyalty activity.

Canonical URL: https://admin.tajergo.ae/help/articles/pos/report-customer-insights/
Article ID: pos-report-customer-insights
Surface: POS
Category: Reports
Last reviewed: 2026-09-06

## Before you start

- An authenticated POS session with pos.read or reports.read for the branch attached to the session.
- Relevant orders, payments, shifts, stock movements, or customer links must exist for the selected date or shift.

## Steps

1. Open Customer Insights from Reports.
2. Set the start and end dates in Date Range; there is no customer, segment, staff, shift, status, or branch selector.
3. Review Identified Customers, Repeat Customer Rate, Avg Identified Spend, Walk-in Orders, and the Customer Activity table. Treat Last Visit as an unavailable dash placeholder.
4. Use Refresh once after customer-linked orders settle, then export PDF or print only after checking the date range and signed-in branch header.

## Expected result

The report shows identified and walk-in customer measures plus customer, visits, total spend, and calculated average ticket rows for the date range. Last Visit remains a dash placeholder. No loyalty measure or row drilldown is implemented on this page.

## Permissions

- The user needs pos.read or reports.read for the active branch; exports contain only the report data returned for that authorized scope.

## Troubleshooting

### Identified Customers is zero or a known customer is missing from Customer Activity.

Confirm the signed-in branch, date range, and that the source orders were linked to the customer. Refresh once after those orders settle. Do not infer identification from a name on an unlinked order; report the dates, branch, safe customer reference, and visible counts.

### Avg Identified Spend or Avg Ticket looks different from the expected value.

For Avg Identified Spend, add Total Spend across the returned customer rows and divide by the number of rows. For one customer’s Avg Ticket, divide Total Spend by Visits. Last Visit is not populated; its dash does not mean the customer has never visited. If figures differ, record the date range, branch, and displayed values for Support.

## Related articles

- [Use the POS reports library](https://admin.tajergo.ae/help/articles/pos/reports-library.md)
- [Sales Summary](https://admin.tajergo.ae/help/articles/pos/report-sales-summary.md)
- [Hourly Sales](https://admin.tajergo.ae/help/articles/pos/report-sales-hourly.md)
- [Items Performance](https://admin.tajergo.ae/help/articles/pos/report-items-performance.md)