How to filter sales by first time customers?

[sarahknapp]

I am trying to see which of my sales have come from new customers (first time buyers). I do not see the option to filter by customer type. How do I create a report out of my total sales and then filter by first time customers?

[CloudlabSam]

Hi There,

You can run a Sales by product variant sky (or any other sales report) and filter by customer type equal to first-time. If you are on the Basic version of Shopify you won't have any of the sales reports that can be filtered.

If that's the case, our Report Toaster app can help. We have a dozen or so sales report templates, any of them can be filtered by customer type. Feel free to take a look and let us know if you need any help.

[BetterReports-K]

Hi @sarahknapp,

Keanna here from the Better Reports support team. I would recommend our app Better Reports for this! 

We have a built-in report called First-time vs returning customer orders that shows a graph of total orders by customer type by month. We can also create custom reports showing monthly sales or monthly product sales, filtered for 'customer type is first-time'. 

In addition to custom reporting capabilities, Better Reports offers more than 80 built-in reports that cover your most common reporting needs including sales, current inventory, refunds, payouts, and more. All reports can be scheduled to send at a regular cadence to your email in CSV, HTML, PDF or Excel or to Google Sheets.

I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to set this up for you.

[Report-Pundit]

Hey @sarahknapp ,

If you have not found a solution yet, check Report Pundit - an easy reporting app for Shopify merchants.

we have the exact solution for your requirement through the premade report template "sales by product " in which you have a detailed view of sales and the customer type.

We offer 14 day trial period, check if our app fits your needs

Cheers!

[Dеnys_Mipler]

Hey, @sarahknapp 

This is Denys from Mipler: Custom Reports. Nice to connect with you here!

I noticed an old topic that hasn't been marked as solved and wanted to suggest trying out our application.

Here you can easily apply a filter by the needed customer type:

You can explore it through the following link: Mipler: Advanced Reports

We offer a free 7-day trial, and our support team is ready to create any report you need.

Just send us a request, and we’ll provide a complete solution promptly.

Looking forward to hearing from you soon! 🙂