How Customer Analytics Works
Access requirements. You'll need view access to "Analytics & Reports."
These two tabs cover your whole account, not one store. Unlike every other Analytics section, there's no store selector here — even on a multi-location account, the numbers you see are merchant-wide.
Anonymous and walk-in sales aren't counted toward any customer. Only orders attached to an actual customer record feed most of these numbers. Anonymous sales get their own comparison chart, but nothing else.
These two reports can only be scheduled monthly. Unlike most other reports, Customers and Loyalty don't offer daily or weekly delivery.
This isn't where you'd look for one specific customer's own numbers. For that, open their profile directly — it shows their lifetime total spent and order count on its own. This report is about your customer base as a whole.
Where to Access Each Feature
To… | Go to |
See customer trends across your whole account | Analytics & reporting → Customers |
See loyalty program performance | Analytics & reporting → Customers → "Loyalty" |
See one customer's own total spend and order count | That customer's profile |
Get either report delivered on a schedule | See "Scheduling Reports" |
Viewing Customer Analytics
Step 1
Click on "Analytics & reporting" in the left-menu bar, then click on "Customers."
Step 2
Set your date range and, if you'd like, a comparison period.
Step 3
Review the top metrics, then "Identified vs. Anonymous Revenue" and "New vs. Returning Customers" below them.
Step 4
Check "Top Spenders" and "Customer Groups" for a breakdown. "Top Spenders" can be filtered further by top count, customer group, sub-style, or product.
Viewing Loyalty Analytics
Step 5
Click the "Loyalty" tab.
Step 6
Review attach rate, active members, redemption rate, and outstanding balance at the top.
Step 7
Check "Member vs. Non-member Performance" and "Top Redeemers" below.
Troubleshooting
You expected a store-specific breakdown and can't find one: these two tabs are merchant-wide only — there's no store filter here, unlike other analytics sections.
Your numbers seem low compared to your actual sales: check whether a lot of your sales are walk-ins with no customer attached — those aren't included in most of these numbers.
You want this delivered weekly instead of monthly: that's not available for these two reports — monthly is the only option.
You're looking for one customer's own numbers, not the whole account: open that customer's profile instead — it shows their own total spent and order count directly.