Custom report recipe: Ecommerce customer performance

This recipe article demonstrates how to create a custom report that shows your customer performance metrics.

Use this recipe to identify insights on who your top customers are based on order volume, total revenue, product orders, and more. 

Ingredients

You will need the following to create a Customer Performance report:

• 7 Filters:
  • Order Created Date
  • Automation Name
  • Campaign Name
  • Order State
  • Product Name
  • Contact Email
  • Store Name
• 1 Dimension:
  • Contact Email
• 1 Measure:
  • Total Orders
  • Total Revenue

Access Custom Reports

The custom reporting tool is in the Reports section of your account. To access the reporting tool:

1. Click "Reports" on the left menu of your account.
2. Click "Custom Reports" in the "Reports" menu.

Build the Report

To build the report, you must create 7 filters, 1 dimension, and 2 measures. As you create these items, you'll see them added to your report.

Create the filters

Add each filter in the order listed below. Each filter is located in the "eCommerce" view. 

1. Click the "eCommerce" view.
2. Click "Order Created Date."
3. A list of options will expand. Hover your mouse over the filter you would like to use, then click the filter icon that appears. For this article, we're going to use the "Date" filter.
4. Hover your mouse over "Automation Name" then click the filter icon that appears.
5. Hover your mouse over "Campaign Name" then click the filter icon that appears.
6. Hover your mouse over "Order State" then click the filter icon that appears. 
7. Hover your mouse over the "Product Name" then click the filter icon that appears.
8. Hover your mouse over "Contact Email" then click the filter icon that appears. 
9. Hover your mouse over "Store Name" then click the filter icon that appears. 
10. Next, you'll need to set operators and values for the filters. To do so, click the dropdown for each filter to specify an operator. Then click the value field. A list of options will appear. Click the value option you would like to use for your filters.

Create the dimension

This dimension is located in the "eCommerce" view. To add this dimension click "Contact Email."

Create the measure

Add each measure in the order listed below. These measures are located in the "eCommerce" view.

1. Scroll down until you see the "Measures" section in the eCommerce view. 
2. Click the "Total Orders" option. 
3. Click the "Total Revenue" option. 

Run the report

Now that you added the filters, dimension, and measure needed, it's time to run the report to pull data into it. 

1. Go to the "Visualization" portion of the report builder. 
2. Click the "Table" chart icon.
   
   
3. Click the "Run" button located on the top right of the report.

The system will retrieve the data and display it on the report. Note that this may take a few moments.

Save and share the report

After running the report, you can save it to reference it later and share it with your colleagues. To do so:

1. Click the gear icon located on the top right of the report. You'll see it next to the "Run" button.
2. Click the "Save as a Look" option.
   
   
3. Type a Title for the Look.
4. Optional: Type a description of the Look for additional context.
5. Click the "Save & View Look" option.