{"id":33705,"date":"2025-11-25T11:18:55","date_gmt":"2025-11-25T11:18:55","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/?p=33705"},"modified":"2026-07-07T06:12:17","modified_gmt":"2026-07-07T06:12:17","slug":"how-to-view-the-inactive-customer-report-in-odoo-pos","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/product\/reports\/how-to-view-the-inactive-customer-report-in-odoo-pos\/","title":{"rendered":"How to view the Odoo Inactive Customer Report in POS"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The Inactive Customer Report in Odoo helps businesses identify customers who haven\u2019t made a purchase for a chosen period, usually the last three months. The system checks each customer\u2019s last order date and marks them as inactive if the date falls before the selected From Date. This makes it easy for businesses to find dormant customers and plan re-engagement campaigns.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Access and User Permissions<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To open the report, simply go to <strong>Point of Sale \u2192 Reporting \u2192 Inactive Customer<\/strong>. Users with the <strong>Head cashier<\/strong> role have permission to view POS reports, including this one. Once the report loads, Odoo automatically sets the From Date to three months before today, but users can change it as needed to widen or narrow the inactivity period.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"575\" height=\"550\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Access-the-Inactive-Customer-Report.png\" alt=\"Odoo  Reports   Access the Inactive Customer Report\" class=\"wp-image-33711\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Access-the-Inactive-Customer-Report.png 575w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Access-the-Inactive-Customer-Report-300x287.png 300w\" sizes=\"auto, (max-width: 575px) 100vw, 575px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Search, Filter, and Grouping Options<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The report supports quick <strong>search<\/strong> functionality, allowing users to search by customer name or mobile number. The <strong>From Date<\/strong> is the main filter, Odoo checks whether each customer\u2019s last purchase happened before this date to determine inactivity. Customers with recent purchases appear as active and will not be shown.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are several <strong>filter<\/strong> options including customer name, registration date, customer ID, last purchase date, mobile number, total spend, campaign start and end dates, and activity status.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Grouping<\/strong> is also available, allowing the report to be grouped by fields like customer name, registration date, last purchase date, mobile number, campaign start date, or customer status to help organize and analyze customer segments.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"639\" height=\"148\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Search-Filter-Group-the-Inactive-Customer-Report.png\" alt=\"Odoo Reports  Search, Filter, Group the Inactive Customer Report\" class=\"wp-image-33713\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Search-Filter-Group-the-Inactive-Customer-Report.png 639w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Search-Filter-Group-the-Inactive-Customer-Report-300x69.png 300w\" sizes=\"auto, (max-width: 639px) 100vw, 639px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Information Displayed in the Report<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The report shows useful customer details in a clean table. It includes each customer\u2019s name, mobile number, the date they were created in the system, their last purchase date, and the total amount they have spent. Odoo automatically assigns the customer status based on the From Date. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the customer\u2019s last order date is older than the From Date, they appear as <strong>inactive<\/strong>; otherwise, their status is <strong>active<\/strong>. This helps users quickly understand customer activity and identify individuals who may need follow-up communication or targeted promotions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"544\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Details-in-the-Inactive-Customer-Report-1024x544.png\" alt=\"Odoo Reports  Details in the Inactive Customer Report\" class=\"wp-image-33715\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Details-in-the-Inactive-Customer-Report-1024x544.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Details-in-the-Inactive-Customer-Report-300x159.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Details-in-the-Inactive-Customer-Report-768x408.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Details-in-the-Inactive-Customer-Report.png 1324w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Views and Export Options<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The data is displayed in a simple tabular format with sortable fields for easy navigation. Users can click on any customer entry to view their complete profile. If the report needs to be analyzed or shared, it can be exported in Excel or CSV format using the Export button. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before exporting, users should ensure that the correct filters, especially the Inactive filter are applied so that the exported data remains accurate and relevant for marketing campaigns or internal reporting.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"256\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Export-the-Inactive-Customer-Report-1024x256.png\" alt=\"Odoo Reports  Export the Inactive Customer Report\" class=\"wp-image-33717\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Export-the-Inactive-Customer-Report-1024x256.png 1024w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Export-the-Inactive-Customer-Report-300x75.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Export-the-Inactive-Customer-Report-768x192.png 768w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Export-the-Inactive-Customer-Report.png 1327w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"888\" height=\"579\" src=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Exported-Inactive-Customer-Report-file.png\" alt=\"Odoo Reports  Exported  Inactive Customer Report file\" class=\"wp-image-33718\" title=\"\" srcset=\"https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Exported-Inactive-Customer-Report-file.png 888w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Exported-Inactive-Customer-Report-file-300x196.png 300w, https:\/\/tenthplanet.in\/odoo\/wp-content\/uploads\/sites\/8\/2025\/11\/Tenth-Planet-Odoo-Reports-Exported-Inactive-Customer-Report-file-768x501.png 768w\" sizes=\"auto, (max-width: 888px) 100vw, 888px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>The Inactive Customer Report in Odoo helps businesses identify customers who haven\u2019t made a purchase for a chosen period, usually [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[634],"tags":[597,502,596],"class_list":["post-33705","post","type-post","status-publish","format-standard","hentry","category-reports","tag-inactive-customer-report","tag-point-of-sale","tag-report"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33705","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=33705"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/33705\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=33705"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=33705"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=33705"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}