Customers Report
The Customers Report page allows you to search for customers, filtering what is returned using a selection of criteria, to create a report. Searches that you might use often can be saved for later use and the result of searches can also be exported in a CSV file.
This article gives an overview of the functionality specific to the Customer Data, and how it can be used.
If you are looking for more general information regarding how to use the Reporting Suite, please see the Reporting Suite support article.
Introduction
Customer Reports can be used to:
- Search for customers using a selection of criteria
- Group customers by various fields, such as whether they are a new or return customer or time period of their sign-up.
- Sort the groups of customers returned
- Export results in a CSV file
The report can be found on the Reports > Reporting Suite > Customers page.
Important
The figures for this report are based on live order data, so is subject to change as orders are edited, returns are made or ordered items removed from orders. Because of this, it is not recommended that this report be used for accounting purposes.
Filtering
For more general help using the Reporting Suites Grouping system, please see the Reporting Suite support article.
The below table details the fields you can use to filter orders by. The Multiple Values column indicates if several values from the same field can be used to filter orders that match ANY of the selected values. For example, if two payment types were selected, then customers that matched either of those two would be returned.
| Item | Description | Multiple Values Selectable? | Example Values |
|---|---|---|---|
| Date | Use the date picker to specify a time period you would like to search for customers in. The dates selected are inclusive. For example, if you picked dates of 1st to 31st of January, all customers for that month will be returned. | No | 2016-01-01 2016-12-31 |
| Exc VAT | Choose if you would like VAT to be excluded from columns that show financial values. These columns include: Total Discount Total Shipping Average Order Total Revenue | No | Yes |
| Ia an Admin | Specifies if customer should (or can be) an admin or not. "Yes" will return only customers that are also admins of the Aurora Back-end, "No" will return only customers that are not also admins. "Any" will return all customers. | No | Both |
| Payment Type | Filter customers by the payment type of the orders they have placed. For example, payment types include: "PayPal", "Telephone" and "Debit Card". The Payment Types filter is produced from a cached list of order types from your current order database. As such, if you introduce a new payment type to Aurora, this may not appear in this list until you have cleared the full Aurora Cache. This is currently unavoidable and as completely new order types are not often introduced to Aurora (if ever), it is considered that this should remain a manual process to ensure that the benefits of caching this data are not lost. | Yes | PayPal |
| Additional Fields | This allows you to filter the report by any number of User/Customer Additional Fields and their values. | Yes | |
| User Group | Limit the customers shown by the group the user/customers is currently in. | Yes | Staff |
Regarding the following fields:
- Payment Type
- User Group
A list of recently used items will be shown in the dropdown, any of which can be selected. Alternatively, you can start typing the name of the item into the text field, and a list of those matching will be shown - from here you can select the item you would like to filter by.
Grouping
For more general help using the Reporting Suites Grouping system, please see the Reporting Suite support article.
Customers can be grouped together using a selection of criteria, including:
- Date Created
- User Group
- Name
- Address Line 1
- Address Line 2
- Town
- County
- Phone Number
- Mobile Number
- Post code
- Country
- Is Registered?
- Is Admin?
- Total Orders
- Total Revenue
- Average Revenue
- Average Items Per Order
- Is New?
- Is Repeat?
- Additional Field
Fields
The following table describes a number of the fields made available by this report and what they represent.
| Item | Description |
|---|---|
| Is Return | This denotes whether Aurora considers the customer to be a 'Return Customer' or not. This is based on whether the customer has ever placed more then one order with the same email address. |
Sorting
For more detail on using the Reporting Suite's sorting capabilities, please see the Reporting Suite support article.
Updated over 2 years ago