Advanced Customer Reports

Advanced Features

Advanced Customer Reports documentation

8 Advanced Customer Reports guides in Advanced Features, including Customer health score and RFM segments (Pro), Store comparison benchmarks (Pro) and Recommended actions (Pro).

Customer health score and RFM segments (Pro) How the health score is calculated from recency, frequency and spend, and what each of the named customer segments means. Store comparison benchmarks (Pro) Compare a customer's order value, lifetime value and order count against your store averages, and see where they rank by spend. Recommended actions (Pro) The Insights tab turns a customer's metrics into a prioritised list of next steps, each with buttons that carry the action out. Generate win-back, second-order and loyalty coupons (Pro) Create a coupon for one customer in a single click from their report, with duplicate detection and a renewal window built in. Email a customer from the report (Pro) Compose and send a follow-up email straight from a customer report, using a template written for the recommended action. See a customer’s current cart (Pro) The Cart tab shows what a customer has in their cart right now, what it is worth, and how long it has been sitting there. The customer activity log (Pro) The Activity tab records account events such as logins, new orders, failed payments and address changes for registered customers. Export report data to CSV (Pro) Download a customer's full order list or their order notes as a CSV file, with attribution columns included.