New Customers Report
- Loyd James (Unlicensed)
- Chris Torigian
- Hunter Schaeffer
Navigation
Operations → Reporting → Customer → New
Overview
Here's a report that will give you a listing of "new" customers within a certain date range. In addition to the customers name, It will also show the following order information:
Customer's Email Address
Order Count (that took place within your specified date range)
Order Id's of each order
A summary will also be shown at the bottom of the report (worksheet)
Total New Customers
Total Customers
% of New Customers
Total New Customer Orders
Total Orders
% of Orders From New customers
The date range you specified (reminder)
To generate your report you simply;
Enter the from/to date range desired or alternatively, click one of the Date Range shortcuts
Click the Generate Report button.
Date Ranges
There are only two dates to be entered;
From (starting date) and
To (ending date).
This tells the system the reporting period you want to see.
Common Date Ranges (shortcuts)
To the right of the date fields is the Common Date Ranges shortcuts. Consider this optional method for entering your date range to save some typing. Simply click the link from one of the following rows:
Recent
Days ago
This Year
Last year row.
Customer Profiles Only (optional)
Selecting the "Customer Profiles Only" checkbox will restrict the report to listing those customers that are members of your Customer Profiles.
This report is schedule-able
To schedule an automated report that is emailed to one or more email addresses, select the "Schedule report checkbox.
You'll then be presented with the report scheduler form:
There are only four (4) fields to be completed:
Enter the starting date and time.
Chose the interval (Daily, Weekly or Monthly) from the drop-down list.
Enter the Subject text you want to see on your Email Subject line.
Enter the email address(es) you want the report to be sent to. Separate Emails with a comma.
Report Pickup
If a report that you've created covers a large date range you can expect some wait time. You'll be notified if there is a delay and will be told that you can obtain the report in the Report Pickup area. .
Once your report appears in this screen, click the "download" button. If your report doesn't appear, click the refresh button.
Click here for more about the Report Pickup.
Generate Report
Click the Generate Report button when you have finished entering the Date Range and any optional settings. If the report date range is short, you may see the report generated and available immediately. If not, you will receive a Report Pickup Email notice to the Email Address associated to your user account.
The following is an example of the New Customer Report with a 90 day date range, downloaded into an Excel worksheet. This particular report is comprised of a worksheet with only one tab (New Customers).
