# View Top / Least Customers

### How to View Top / Least Customers in Muhasib ERP

### Overview

The **Top / Least Customers Report** helps organizations analyze customer purchasing performance over a selected period. The report ranks customers based on either the quantity of items purchased or the profit generated from their purchases.

This report enables managers and decision-makers to identify valuable customers, recognize low-performing customers, evaluate customer groups, and make informed sales and marketing decisions.

<div id="bkmrk-%E2%84%B9%EF%B8%8F-examplegenerate-a" style="border-left: 4px solid #0891b2; background: #ecfeff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**ℹ️ Example**  
Generate a report showing the **Top 10 Customers** based on **Profit Wise** sales for the last three months to identify your most profitable customers.</div>---

### Before You Begin

Before generating the Top / Least Customers Report, ensure the following requirements are met.

<table id="bkmrk-requirement-descript" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Requirement</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Permissions</td><td style="border: 1px solid #d1d5db; padding: 10px;">You have permission to access Dashboard &amp; BI reports.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Transactions</td><td style="border: 1px solid #d1d5db; padding: 10px;">Customer sales transactions have been recorded in Muhasib ERP.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Records</td><td style="border: 1px solid #d1d5db; padding: 10px;">Customer master records are available in the system.</td></tr></tbody></table>

<div id="bkmrk-%F0%9F%92%A1-tipuse-shorter-rep" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**💡 Tip**  
Use shorter reporting periods when analyzing current sales performance and longer periods for overall customer trends.</div>---

### View Top / Least Customers Report

#### Step 1: Open the Dashboard &amp; BI Module

Navigate to:

**Dashboard &amp; BI → Top / Least Customers**

The **Top / Least Customers Report** window opens.

#### Step 2: Configure Report Filters

Select the required report criteria before generating the report.

<table id="bkmrk-filter-description-f" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Filter</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Filter by Customer</td><td style="border: 1px solid #d1d5db; padding: 10px;">Search for a specific customer or leave blank to include all customers.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Date Range</td><td style="border: 1px solid #d1d5db; padding: 10px;">Select the reporting period using the **From** and **To** dates.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Group</td><td style="border: 1px solid #d1d5db; padding: 10px;">Select a customer group or leave the default option to include all customers.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Sale Type</td><td style="border: 1px solid #d1d5db; padding: 10px;">Choose **Sale** or **Temp Sale**.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Sort By</td><td style="border: 1px solid #d1d5db; padding: 10px;">Select **Top** or **Least** customers.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Group By</td><td style="border: 1px solid #d1d5db; padding: 10px;">Generate the report using **Quantity Wise** or **Profit Wise** analysis.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Top / Least Customers</td><td style="border: 1px solid #d1d5db; padding: 10px;">Specify how many customers should appear in the report.</td></tr></tbody></table>

<div id="bkmrk-%E2%84%B9%EF%B8%8F-notemultiple-filt" style="border-left: 4px solid #0891b2; background: #ecfeff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**ℹ️ Note**  
Multiple filters can be combined to generate highly specific customer performance reports.</div>#### Step 3: Generate the Report

Click the **Generate Report** button.

Muhasib ERP processes the selected filters and generates the customer performance report.

<div id="bkmrk-%E2%9C%85-resultthe-top-%2F-le" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**✅ Result**  
The Top / Least Customers Report is displayed based on the selected criteria.</div>#### Step 4: Review Customer Performance

Review the generated report to analyze customer purchasing activity and profitability.

The report may include the following information:

- Customer Name
- Customer Contact
- Customer Since
- Items Sold
- Cost Total
- Sale Total
- Discount Total
- Tax Total
- Profit

<div id="bkmrk-%F0%9F%9A%A8-importantcustomer-" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**🚨 Important**  
Customer rankings change automatically as new sales transactions are recorded within the selected reporting period.</div>#### Step 5: Print the Report

Click **Print Report** to print the currently displayed report.

The printed report contains the same customer ranking and performance data shown on the screen.

---

### Result

<div id="bkmrk-%E2%9C%85-top-%2F-least-custom" style="border: 1px solid #22c55e; background: #f0fdf4; padding: 16px; border-radius: 6px;">**✅ Top / Least Customers Report Generated Successfully**- The report displays the highest or lowest performing customers based on the selected criteria.
- Customer performance can be analyzed by quantity purchased or profit generated.
- The report can be filtered by customer, customer group, date range, and sale type.
- The report helps identify valuable customers and customers requiring additional engagement.
- The report can be printed directly for management review.

</div>---

### Understanding the Report

The **Top / Least Customers Report** provides a detailed overview of customer purchasing performance within the selected reporting period.

<table id="bkmrk-report-column-descri" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Report Column</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Name</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays the customer's name.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Contact</td><td style="border: 1px solid #d1d5db; padding: 10px;">Shows the customer's registered contact number.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Customer Since</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays the customer's registration date.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Items Sold</td><td style="border: 1px solid #d1d5db; padding: 10px;">Shows the total quantity of items purchased.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Cost Total</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays the total cost of sold items.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Sale Total</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays the total sales value.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Discount Total</td><td style="border: 1px solid #d1d5db; padding: 10px;">Shows the total discount provided.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Tax Total</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays the total tax amount.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Profit</td><td style="border: 1px solid #d1d5db; padding: 10px;">Shows the total profit earned from the customer.</td></tr></tbody></table>

<div id="bkmrk-%E2%84%B9%EF%B8%8F-notethe-report-st" style="border-left: 4px solid #0891b2; background: #ecfeff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**ℹ️ Note**  
The report structure remains the same regardless of whether it is generated using **Quantity Wise** or **Profit Wise** analysis.</div>---

### Best Practices

- Generate reports regularly to monitor customer purchasing trends.
- Compare Top and Least Customers over different time periods.
- Use Profit Wise analysis to identify your most profitable customers.
- Use Quantity Wise analysis to identify customers with the highest purchase volume.
- Filter by Customer Group when evaluating specific customer segments.
- Print reports for business meetings and performance reviews.

---

### Frequently Asked Questions

#### Can I generate only the Top Customers?

Yes. Select **Top** from the **Sort By** option before generating the report.

#### Can I generate the Least Customers report?

Yes. Select **Least** from the **Sort By** option.

#### Can I filter the report by Customer Group?

Yes. Select the required customer group before generating the report.

#### Can I search for a specific customer?

Yes. Enter the customer's name in the **Filter by Customer** field.

#### What is the difference between Quantity Wise and Profit Wise?

**Quantity Wise** ranks customers by the quantity of items purchased, while **Profit Wise** ranks customers according to the profit generated from their purchases.

#### Can I print the report?

Yes. Click **Print Report** to print the generated report.

---

### Related Articles

- View Master Dashboard
- View Company Dashboard
- View Top / Least Sold Items
- View Top / Least Suppliers
- View Detailed Item Forecast Report

---

### Next Step

Continue by learning how to **View Top / Least Suppliers** to evaluate supplier purchasing and procurement performance.

**Product: Muhasib ERP**