How to view all customers with its statistics

Step 1:Login

Navigate to the MIS console and provide your email address and password. Make sure the credentials you provided are accurate before you proceed to sign in.

Step 2:Summary

On the menu options listed on the left side of the screen, click on “Customer Population” and select “All Customers”. This will bring up the summary tab, which shows the statistics for customers over a specified period.

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 3:Contract Statuses

The contract statuses section displays customer statistics categorized by their contract status.

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 4:Categories

The categories section presents customer statistics organized by their specific category.

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 5:Service Classes

The service class section presents customer statistics categorized by their specific service class .

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 6:Service Types

The service types section presents customer statistics categorized by their specific service type.

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 7:Tariff Class

The tariff class section presents customer statistics categorized by their specific tariff class.

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 8:Customer Types

The customer types section presents customer statistics categorized by their specific customer type.

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 9:Meter Types

The meter types section presents customer statistics categorized by their specific meter type.

The user can apply filters by clicking on the filter icon and choosing the desired parameters. Data can be filtered by categories, service type, contract status, customer type, tariff class, or meter system. To apply the selected filters, click the "Update Filter" button. To clear all filters, click the "Clear All" button.

A user can choose to export the data to export to excel by clicking on the export to excel button.

A user can choose to export the data to pdf by clicking on the export to pdf or export to excel by clicking on the export to excel button.

Step 10:Customer Data

Select the customer data tab to view the list of customer records. Identify the customer record you are looking for by navigating the list. A user can choose to export the data to excel by clicking on the export to excel button.

Video Tutorial