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Inactivity Report

← Reports
To get a list of Customers who have not placed an Order and/or had a Products Carried audit Event in their history in a given time-frame go to Advanced Search and enter the following criteria:
  • Add Field > Company Type = Customer 
  • Click 'Add'
  • Add Field > Events 
  • Do Not Include Any Selected Types
  • Choose Order & Products Carried 
  • Choose a Date Range (e.g. they have not placed an order This Calendar Year-To-Date)
  • Scroll down and click 'Add'



You results will appear to the right. Use the 'Push Results To' menu to take applicable action e.g. scheduling reps to reach out:



Note: At any time you can click on the Advanced Search menu and select the columns you want included in your search results:



You may find it useful to display the date of the last Event within their record:






Note: Setup > MapMyStores [store locator application] includes an option to not display stores if they have not had a Products Carried Audit or Order Event in their record in the last 1 month, 3 months, 6 months, or 1 year.

Click here for a list of all available MapMyStores preferences. 


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