Customer reports

Customer reports provide insight into customer activity during a specified time period or date range.

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.

On the Admin sidebar, go to Reports > Customers > Order Total.

Order Total Report {width="600"}

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 is 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. This amount is always calculated for product prices excluding tax even if catalog product prices, order subtotal and order total include tax. As a result, the amount shown in the report is different than the amount shown in order details in cases where order totals include tax.
Total
The sum of all orders for the period. This amount is always calculated for product prices excluding tax even if catalog product prices, order subtotal and order total include tax. As a result, the total shown in the report is different than the amount shown in order details in cases where order totals include tax.

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.

On the Admin sidebar, go to Reports > Customers > Order Count.

Order Count Report {width="600"}

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 is 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. This amount is always calculated for product prices excluding tax even if catalog product prices, order subtotal and order total include tax. As a result, the amount shown in the report is different than the amount shown in order details in cases where order totals include tax.
Total
The sum of all orders for the period. This amount is always calculated for product prices excluding tax even if catalog product prices, order subtotal and order total include tax. As a result, the total shown in the report is different than the amount shown in order details in cases where order totals include tas.

New Accounts Report

The New Accounts Report shows the number of new customer accounts opened during a specified time interval or date range.

On the Admin sidebar, go to Reports > Customers > New.

New Accounts Report {width="600"}

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 is 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.

Customer Wish List Report

Adobe Commerce (Adobe Commerce only)

The Customer Wish List Report provides information about customer wish lists.

On the Admin sidebar, go to Reports > Customers > Wish Lists.

Wish List Report {width="600"}

Workspace controls

Control
Description
Scope
Used to set the site or store for which the report is 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 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 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
The comment text that was entered when the wish list was created.

Customer Segment Report

Adobe Commerce (Adobe Commerce only)

The Customer Segment Report provides information about the number of customers in each segment.

On the Admin sidebar, go to Reports > Customers > Segments.

Segments Report {width="600"}

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.
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