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Customers & reports

Reports, cohorts, discounts, returns & custom

Seven deep reports beyond the dashboard: cohort retention, discounts, payment gateways, returns, subscription churn, customers at risk, and your own custom reports.

4 min read

The Reports section (its own sidebar entry) is where you go deeper than the daily view. Each report is a focused analysis, with a CSV download, that answers a specific question.

The pre-built reports

  • Cohort analysis, group customers by the month of their first order and track LTV, retention, orders, or AOV over the months that follow. The canonical “is my customer base compounding?” view.
  • Discounts, what your discount codes actually cost you, whether they lift cart size, and whether discounted customers come back.
  • Processing gateways, order and revenue split by payment method, with estimated fees, so you can see what each gateway costs.
  • Returns, refunds by product, vendor, type, reason, and customer, with refund latency and (optionally) return-shipping cost.
  • Subscription churn, monthly churn, MRR, and tenure for subscription or hybrid stores.
  • Customers at risk, VIPs and repeat buyers who've gone quiet and are worth winning back.

Custom reports

Build your own: pick a grouping (by date or store), the columns you want from a menu of metrics, and a date range, then save it. You can have any saved report emailed to you (or your team) daily, weekly, or monthly, so the numbers come to you without logging in.

  1. Go to Reports → Custom → + New report.
  2. Name it, choose grouping, columns, and date range.
  3. Optionally add an email schedule + recipients. Save.

Tip

The Reviews, Support, and Chargebacks tabs also live under the Reports umbrella in the URL, but you'll usually reach them from the Performance section. See Reviews, Support, and Chargebacks.

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