How can I get a summary of customer history / activity?

Answer 1

This can be done via the Business Dashboard using the Settings.
Follow the steps given below:

1. Select Reporting from the dashboard navigation menu.
   
2. You'll be redirected to the Generate Report page.
   
3. Now for Report Type select Customers and Customer History within the same.
4. Select the date for which you want a summary of your settlements.
5. Click on Generate Report. The report will be sent to your registered email address by default, you can add alternative email addresses separated by a comma, to receive the reports on the same as well.