# How do I view the Customers Overview Report in Rekaz?

Source: https://help.rekaz.io/en/articles/16425385-how-do-i-view-the-customers-overview-report-in-rekaz
Updated: 2026-08-19

Customers Overview Report provides a per-customer view of amount, reservations, subscriptions, and recent activity.

  

Set the same date and branch scope before comparing this report with another Rekaz report.

  

# Steps

1.  Open Reports from the Rekaz navigation.
    
    _The Reports catalog opens._
    
2.  Select Customers Overview Report.
    
    _The Customers Overview Report opens._
    
3.  Select From and choose the beginning of the reporting period.
    
    _The report start date is set._
    
4.  Select To and choose the end of the reporting period.
    
    _The report end date is set._
    
5.  Select All and choose a branch, or leave All selected to include every branch.
    
    _The intended branch scope is selected._
    
6.  Use Search when you need to locate a specific customer in the filtered results.
    
    _The customer list is narrowed by the search term._
    
7.  After reviewing the date, branch, and search scope, select Export to Excel.
    
    _The current Customers Overview results are prepared for download._
    

  

# Illustrated guide

**Step 1:** Open the Rekaz Reports catalog.

  

[![Open the Rekaz Reports catalog.](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618865119/56378ce2028253410c280cbee894/auss32.png?expires=1787961600&signature=7f6db4b4f695ff69478ee4060f6e8d46e0bc6ccbf1dc70e3c4d313d02b2dc149&req=diYmHsF4mIBeUPMW3nq%2BgXDDl12iyPNNKSpue9Bzyet76Us7AzZ6CZJV3k3%2F%0ArY7YQvq2CjOnyhtK592%2B8LRYuds%3D%0A)](https://files.catbox.moe/auss32.png)

  

**Step 2:** Open Customers Overview Report from the catalog.

  

[![Open Customers Overview Report from the catalog. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618865165/d728500385446ac09d39277bf47b/y89bwt.png?expires=1787961600&signature=1ffcb22c03b83a799aaa72e439c4b3be6d9e4f05da4bd02d69a21a28d624130c&req=diYmHsF4mIBZXPMW3nq%2BgfnY7pqjqEkGYRKF2eLvvUkoedOMSi38Ems9LQXA%0AxU6qxzynDERqtWqxZv3%2Br9SosHk%3D%0A)](https://files.catbox.moe/y89bwt.png)

  

**Step 3:** Set the Customers Overview start date.

  

[![Set the Customers Overview start date. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618865202/a13a538c159609adb56a39c1e23c/gstkh2.png?expires=1787961600&signature=1b84b097d4e1551a3cc606e0c3aadf9b60bc4afb5ba75fecc8714bf3caf63aff&req=diYmHsF4mINfW%2FMW3nq%2BgR3o%2FTMfbrlxVLTDf%2B3uX9kFcNqwB70fOlsD2SRt%0AAcCH7G48PLyyF94FKEoIWFSE0SM%3D%0A)](https://files.catbox.moe/gstkh2.png)

  

**Step 4:** Set the Customers Overview end date.

  

[![Set the Customers Overview end date. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618865237/db7aff8b60f8ca40a63fd6af718a/dpfyfo.png?expires=1787961600&signature=f26e6df26ca02b8b2e36f8125bbe2f8f98e460ef74bd78125b4e03ac22bcc4da&req=diYmHsF4mINcXvMW3nq%2Bga%2B3Uod1mbdIivQc%2B8Cxs4ABWPYdHBzPijANBdtM%0AN8Fn4Vim57sFzNTyCrJq0UDqVEw%3D%0A)](https://files.catbox.moe/dpfyfo.png)

  

**Step 5:** Choose the Customers Overview branch filter.

  

[![Choose the Customers Overview branch filter. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618235489/3914cab90fe5e3529ce68e482503/71bnt5.png?expires=1787961600&signature=52d0ae9f95e37ee7867a608773375355f93539e6e95f402eba9141134aaf96f7&req=diYmHst9mIVXUPMW3nq%2Bgeqcs6Fx03e3y6qD%2FqJkMFVgYxhImnN8XW4ec8v7%0AEcrvL%2F5HpD6QEV%2F7JYCrjWtP8kc%3D%0A)](https://files.catbox.moe/71bnt5.png)

  

**Step 6:** Search the Customers Overview results.

  

[![Search the Customers Overview results. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618865274/c7ad5cbc432bd12deedc11cb4a39/7leloe.png?expires=1787961600&signature=6b231b872c69964b1fd6334303597063989017e56bf89b8e53b6a6b2f2fb1f77&req=diYmHsF4mINYXfMW3nq%2BgTssObB1A05uQFqGcz3XeM2DimNR9W33I78FUaGz%0AkE%2BKrfKFtTAFlhbctOAskt87Foc%3D%0A)](https://files.catbox.moe/7leloe.png)

  

**Step 7:** Export Customers Overview to Excel.

  

[![Export Customers Overview to Excel. in Rekaz](https://rekaz-794204f202e4.intercom-attachments-1.com/i/o/aahcqj2g/2618235546/99c2e3b1f77936b3b16cb9813560/x73le3.png?expires=1787961600&signature=c5d27a44c02afaac40874d5582963abe0a84146a8c3b954e10624edc0630df6a&req=diYmHst9mIRbX%2FMW3nq%2BgVi9Y%2FBrWCBLXsBH36BWIizXKU%2Bbsa%2B9DjqJBh2Y%0AmBTU%2F3AMqPoU7gOzDmUnwnS4vIc%3D%0A)](https://files.catbox.moe/x73le3.png)

  

# What the report includes

  

The Customers Overview Report brings together customer activity and purchase value from sales, reservations, and subscriptions.

  

-   Payments
    
-   Reservations
    
-   Active subs (now)
    
-   Orders completed
    

  

# Important notes

  

Customer names and mobile numbers are not shown in the article images to protect customer privacy.

  

Check the date range and branch before exporting the report.

  

# Related questions

-   How can I identify my top customers in Rekaz?
    
-   Where can I find a summary of customer activity in Rekaz?
    
-   How do I export the customer report to Excel in Rekaz?