Customer Card Report

In this video, viewers are introduced to the customer card report within the bi for cloud business intelligence platform. The report provides essential customer data, including sales activity, and allows users to apply various filters to analyze customer interactions. Users can create customized copies of the report to focus on specific customer groups or transaction histories, helping to identify potential re-engagement opportunities. The report serves as a high-level overview, while detailed transaction information can be found in a separate report. Overall, the customer card report is a valuable tool for managing customer relationships and improving sales strategies.