Re: Customer Year to Date Sales Repoirt

Solved

How can I access the customer Year to Date sales report?

Steven_Holowien
Excursionist
11 0 19

There used to be a column showing year to date sales for customers.  Now with the reporting change and Analytics section, there doesn't seem to be any way to easily pull this information.

We have a reward program based on previous year sales and I need to be able to grab this info without going into each customer and tallying the results.

We have 300-400 people who buy memberships for discounts.

 

 

Accepted Solution (1)

Report-Pundit
Shopify Partner
357 12 26

This is an accepted solution.

Hello @Steven_Holowien ,

There's a Shopify report titled "Sales by Customer Name" that should give you the data you need.

If this report isn't available on your current Shopify plan, you might consider using a third-party reporting tool like Report Pundit. Feel free to install it if you need further assistance.

Thanks!

Report Pundit - Instant reports and custom dashboards

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Replies 2 (2)

Report-Pundit
Shopify Partner
357 12 26

This is an accepted solution.

Hello @Steven_Holowien ,

There's a Shopify report titled "Sales by Customer Name" that should give you the data you need.

If this report isn't available on your current Shopify plan, you might consider using a third-party reporting tool like Report Pundit. Feel free to install it if you need further assistance.

Thanks!

Report Pundit - Instant reports and custom dashboards
Steven_Holowien
Excursionist
11 0 19

Thanks I knew it was there before but had a difficult time finding it.  I really hate the way everything is hidden behind 45 clicks  now in the new dashboard.  It is truly awful.