The Top Customers report exports an Excel spreadsheet showing your most important customers over two selected periods of time.

The report lists each 

  • customer name
  • their total order value
  • that value as a percentage of the report
  • the number of orders they have made 
  • and the average value of their orders in each time period.

To run the report, go to the Reports module and select Top Customers. In the 'Top' field select the number of customers you want on the report. The default is 10, but the report can be run for all your customers or just a few.

The report as standard runs for all sites that the User has access to. This can be changed from 'All' to a specific site.

Then select the two date ranges. These do not need to be the same length, so for a quick non-comparative ranking of customers, the second field can be filled in, with the results being ignored on the export. 

Click Generate Report and the Excel file will be downloaded.

The Report shows the results of Date Range 1 above those of Date Range 2.

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