Fred Office Plus
Below is a summary of Customer Reports that you can run in Fred Office Plus. For more details, see Customer Reports in Fred Office Plus Online Help.
Account Activity Report
View all account sales, payment adjustments, refunds, and accounts opened or closed for a given date range.
Details can be restricted by group, account format (layby, credit, etc.), account type (work cover, TAC, etc.), or nursing home.
Account Balance Preview
Preview the 30-, 60-, 90-day balance of accounts before generating statements. Can filter by type, account group, or nursing home.
Account List
List of all accounts, their general information (name, address, etc.), and balances.
Customer Trends
Provides an overview of the number of customers, average number of lines per transaction, percentage of single item sales, and percentage of sales with scripts for today, current month to date, and last month.
Dispensary Patient by Suburb
View dispensary patient locations based on their postcodes.
Loyalty Activity (Fred POS Plus Only)
Provides an overview of loyalty activity by department/category within a specific date range.
Statement Summary
View statement summaries for specific account formats (credit, layby) by batch, account group, or nursing home.
Top Loyalty Customers (Fred POS Plus Only)
Provides an overview of customers by loyalty points accrued in descending order within a specified date range.