Product user manual

Customer Analysis Report | Rabbit Accounts User Manual

Use this page to understand where Customer Analysis Report fits in Rabbit Accounts and what operators should expect on the screen.

Rabbit Accounts Need technical behavior, source use cases, or Playwright evidence? Open the linked use-case page.
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Customer Analysis Report

Customer Analysis Report supports customer segmentation, value analysis, filters, charts, exports.

Entry pathAnalytics nav or report tile
Route/customer-analysis-report
Technical detailOpen the use-case page
Before you start

Prepare the screen context

  • Sign in and make sure the correct business is selected.
  • Make sure the business already has recent transactions or master data so the report is meaningful.
What you can do here

Primary tasks

  • Customer Segmentation
  • Value Analysis
  • Filters
  • Charts
  • Exports
Key areas on the screen

What to look for first

  • Use the visible filters, summary cards, tables, and actions on this page to complete the workflow.
Related pages

Next places to go