Customer Reports
Customer reports provide insight into customer activity during a specified period of time or date range.
Order Total
On the Admin sidebar, go to Reports > Customers > Order Total.
Order Total Report
The Order Total Report shows customer orders for a specified time interval or date range. The report includes the number of orders per customer, average order amount, and total amount.
Workspace controls
| Control | Description |
|---|---|
| From / To | Used to define a search for the orders based on the start and end date. |
| Show By | Defines the granularity of the order record splitting. Options: Month / Day / Year |
| Refresh | Updates the grid to the specified filters. |
| Export | Exports the selected records as a CSV or Excel XML file. |
| Scope | Used to set the site or store for which the report will be generated. |
Column descriptions
| Column | Description |
|---|---|
| Interval | The order total interval, by Month / Day / Year. |
| Customer | The name of the customer who placed the orders. |
| Orders | The number of orders for the specified interval. |
| Average | Average order amount. |
| Total | The sum total of all orders for the period. |
Order Count
On the Admin sidebar, go to Reports > Customers > Order Count.
Order Count Report
The Order Count Report shows the number of orders per customer for a specified time interval or date range. The report includes the number of orders per customer, average order amount, and total amount.
Workspace controls
| Control | Description |
|---|---|
| From / To | Used to define a search for the orders based on the start and end date. |
| Show By | Defines the granularity of the order record splitting. Options: Month / Day / Year |
| Refresh | Updates the grid to the specified filters. |
| Export | Exports the selected records as a CSV or Excel XML file. |
| Scope | Used to set the site or store for which the report will be generated. |
Column descriptions
| Column | Description |
|---|---|
| Interval | The order count interval, by Month / Day / Year. |
| Customer | The customer who placed the order. |
| Orders | The number of orders for the specified interval. |
| Average | Average order amount. |
| Total | The sum total of all orders for the period. |
New Accounts
On the Admin sidebar, go to Reports > Customers > New.
New Accounts Report
The New Accounts Report shows the number of new customer accounts opened during a specified time interval or date range.
Workspace controls
| Control | Description |
|---|---|
| From / To | Used to define a search for the new accounts based on the start and end date. |
| Show By | Defines the granularity of the order record splitting. Options: Month / Day / Year |
| Refresh | Updates the grid to the specified filters. |
| Export | Exports the selected records as a CSV or Excel XML file. |
| Scope | Used to set the site or store for which the report will be generated. |
Column descriptions
| Column | Description |
|---|---|
| Interval | New account creation interval, by Month / Day / Year. |
| New Accounts | The number of new accounts created in a certain interval. |
Wish Lists
On the Admin sidebar, go to Reports > Customers > Wish Lists.
Wish List Report
The Customer Wish List Report provides information about customer Wish Lists.
Workspace controls
| Control | Description |
|---|---|
| Scope | Used to set the site or store for which the report will be generated. |
| Search | Initiates a search by the specified parameters. |
| Reset Filter | Initiates a reset of all search parameters. |
| Per Page | Sets the number of records displayed in a single page. |
| Export | Exports the selected records as a CSV or Excel XML file. |
| From / To | Used to define a search for the wish lists based on the start and end date. |
| Wishlist | Initiates a wish list search by name. |
| Status | The current status of the wish list. Options: Private / Public |
| Comment | Initiates a search by text in the wish list comments. |
Column descriptions
| Column | Description |
|---|---|
| Added | Date the wish list was created. |
| Customer | First and last name of the customer who created the wish list. |
| Wishlist | Name of the wish list. |
| Status | The current status of the wish list. Options: Private / Public |
| Product | Name of the product added to the wish list. |
| SKU | SKU of the product added to the wish list. |
| Comment | Сomment entered when the wish list was created. |
Segments
On the Admin sidebar, go to Reports > Customers > Segments.
Segments Report
The Customer Segment Report provides information about the number of customers in each segment.
Workspace controls
| Control | Description |
|---|---|
| Search | Initiates a search by the specified parameters. |
| Reset Filter | Initiates a reset of all search parameters. |
| Action | Initiates the display of segments by parameters. Options: Action / View Combined Report |
| Per Page | Sets the number of records displayed in a single page. |
Column descriptions
| Column | Description |
|---|---|
| ID | A unique numeric identifier that is assigned to each segment. |
| Segment | Segment name. |
| Status | Segment status. Options: Active / Inactive |
| Website | Website to which the segment is assigned. |
| Customers | Number of customers assigned to the segment. |