Know Your Regulars: The Customers Report 👥💎
Building a thriving restaurant requires nurturing relationships with the people who love your food most. The Customers Report is designed to answer one crucial question: "Who are my regulars, how often do they visit, and how much are they worth to my business?"
This report provides a lifetime value summary for every customer profile saved in your system. With this data at your fingertips, you can easily recognize your highest-value guests, spot at-risk regulars who haven't stopped by lately, and measure the overall health of your customer base.
📊 What You'll See on the Report
The data is laid out cleanly so you can view contact details and spending habits side-by-side.
Alphabetical Layout: Customers are listed individually and sorted alphabetically by their last name.
Summary Metrics: Each row displays vital contact info alongside comprehensive spending and visit metrics.
Visual Insights: When charts are enabled, the NX Portal generates helpful graphs to instantly highlight your top guests.
📝 Report Example
📖 Column Definitions: What the Numbers Mean
To help you understand your guest data, here is a quick breakdown of what each performance column tracks:
Phone / Email: The contact information your staff or online ordering system has on file for the guest.
Last Visit: The exact date and time of their most recent transaction.
# Visits: The total number of recorded visits across the lifetime of their profile.
$ Total: The cumulative, lifetime revenue this customer has spent at your venue.
$ Avg: The average amount of money they spend per visit (calculated automatically as Total ÷ Visits).
$ Last 30 Days: Total revenue generated from this customer within a rolling 30-day window—perfect for spotting recent dining trends.
🛠️ Strategic Ways to Use This Data
Transform your guest data into actionable hospitality and marketing wins with these strategies:
Recognize Your Best Guests: Sort your report by Total $ or # Visits to instantly see your VIP regulars. Use this list to surprise them with personalized outreach, special loyalty perks, or complimentary treats on their next visit.
Win Back Lapsed Regulars: Look for guests with high lifetime visits and strong total spend, but $0.00 in their Last 30 Days column. This tells you a once-loyal regular has stopped coming in. Reach out with a personal note or an exclusive offer to re-engage them! 📩
Measure Loyalty Program Health: Check the distribution of your visit counts. A healthy, resilient restaurant business should show a large pool of repeat guests with 5+ visits, rather than just an endless stream of one-time diners.
Execute Targeted Marketing: Export your report data to build hyper-focused marketing lists. You can segment your outreach by high spenders, ultra-frequent visitors, or lapsed customers, tailoring your email or text messages perfectly to each group. 🎯
Empower Your Floor Team: Share top customer profiles with your hosts and servers during pre-shift meetings. This ensures your regulars get a warm, informed welcome that makes them feel like family and reinforces their loyalty. 👋❤️
🎛️ Filters and Visual Charts Included
Filters Available
Specific Customers: Easily narrow down your report view to focus on one or more named customer profiles by searching for them directly.
📈 Charts Included
When you check the box to enable charts, the NX Portal instantly generates three powerful visual summaries:
Top 5 by Total Spend: A bar chart showcasing which customers have contributed the most overall revenue over time.
Top 5 by Average Spend: A chart showing who spends the most per visit—which often reveals hidden big spenders who visit less frequently but buy premium items.
Top 5 by Visit Count: A breakdown of your most frequent guests, regardless of their receipt totals.
Need Help? 💡
Why is an order not showing up under a customer's history?
For an order to log to this report, the customer's profile must be actively attached to the check before it is finalized. Train your staff to use the Rewards Sign In lookup tool on the POS or guest-facing displays for every transaction. 📱
Can I merge duplicate customer profiles?
If a guest signs up once with an email and another time with a phone number, it will create two separate rows. You can clean up and merge duplicate profiles directly within your main Customer Relationship Management (CRM) dashboard in the portal.