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'New Customer Orders' Report

Track your uptake of new customers and the value of their first orders

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: 1 minute

The New Customer Orders report exports an Excel spreadsheet showing the first order of each new customer that has order with Spoonfed over a chosen period of time.

Why Is It Useful?

The Report is useful to track what New Customers are ordering, how much they spend, and if people that recently signed up are actually placing Orders. Since we want to keep our New Customers, and get repeat Orders from them, tracking how they Order can be a useful tool.

Make the Report

To generate the Report, go to the Reports Module. Select New Customer Orders.

  1. Select a Joined Since and Joined Before date window. You can see New Customers from the past week, or the past several months. By default, the Report generates dates by the previous week.

  2. Click Generate Report to download the Excel file.

The Report will list the following:

  • Order Number

  • Customer Name

  • Customer Code

  • Contact First Name

  • Contact Last Name

  • Billing Addresses 1-4

  • Billing City

  • Billing Post Code

  • Delivery Addresses 1-4

  • Delivery City

  • Delivery Post Code

  • Contact Email

  • Contact Mobile

  • Delivery Date

  • Total Net

  • Total Tax

  • Grand Total

  • Paid by Card (yes or no)

  • Payment Type

  • Status

  • Branch

  • Download Date

  • Store/Site/Location

  • Tags

  • Tip

  • Special Allergens or Diets

  • Invoice Type

  • Custom Fields if Applicable

This report will only list new customers that have completed an order. Any customers who have registered but not ordered won't show up. As such, it's a good way to track Customers that hav signed up but not Ordered.

That is how to generate a New Customer Orders Report!

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