Customer Insights Report
It focuses on customers who ordered.
Before you start
- A plan that includes this report.
- The Reports · View permission.
Steps
1
Open the report
Open the drawer → Reports, then tap Customers.
2
Pick a period
Tap Period and choose Today, Yesterday, This or Last Week, This or Last Month, Last 7 or 30 Days, or Custom dates. Weeks start on Monday and periods follow your store's time zone.
3
Read the figures and bars
Total Customers, New Customers, Returning Customers and average spend, with two bars setting new against returning.
4
Read Top Customers
The list with each customer's orders and spend.
What happens next
- Only completed and closed orders count, at the moment they were completed. Pending, held, voided and cancelled orders are left out.
Edge cases
- Not the same as Customers Added on the Dashboard, which counts customer records created. This report counts customers who ordered, on purpose.
- Only named customers count. A sale with no customer attached is invisible here.
- Retention metrics are in the Customer Retention report.
- How every report works. The period, comparison and export controls are the same on every report. See How every report works.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Plan | Advanced reports need Lite and up. On Starter the card is hidden and the server refuses the report. |