Guest Recap Report

To access the Guest Recap Report in the SoftPoint dashboard:

1. Navigate to Reports: Select Reports under the "OPERATIONS" tab on the left.

2. Find the Guests Section: On the right, scroll down to the Guests section and click View next to "Guest Recap."

3. Set Filters: At the top of the report, set the following filters:

   • Date Range: Choose the date or date range (Today, Yesterday, Last 7 days, Last 30 days, etc.).
   • Subscription Status: Set filter options (Subscribed, Unsubscribed, Non-subscribed).
   • Advanced Search: You can filter further by Name, Phone number, or E-mail.

4. View Report: The report will display a list of all guests registered under that location, including:

   • Name
   • E-mail
   • Phone number
   • Subscription status
   • Date joined
   • Last visit
   • Number of orders
   • Number of reservations
   • Total spent

5. Export the Report: You can export the report as an Excel, PDF, or CSV file using the export options provided.