Use Customer Explorer to find follow-up opportunities
Review customer activity, current balances and open work.
RepairHQ team2 min read
Choose the customer cohort
- Open Reports & insights → Customer Explorer with the required financial access.
- Set the activity period and stores, then filter by segment, contact permission or search.
- Review current open balances, repairs, contact gaps or inactivity with the displayed totals.
- Open the source customer, repair or invoice before deciding on the next action.
Know what the period controls
The date range selects customers with qualifying native activity in that period. Lifetime values and current workflow state are evaluated through report generation, not frozen at the period end.
The report never sends or schedules outreach. Contact flags describe recorded permissions; review the intended channel and message purpose separately before communicating with a customer.