Customer count over time

Use the Customer count over time report to compare new customers with returning customers who placed sales orders. The report defaults to the previous rolling year.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Customer count over time.
3. To use a different period, select Change date range, enter the dates, and apply the change.
4. Review the monthly New customer count and Returning customer count values.
5. To download the results, select Export as Excel (.xlsx). To create a PDF, select More actions > Export as PDF.

A customer is counted as new in the month of their first sales order. The same customer is counted as returning in a later month when they place another sales order. Set the start date to the first day of a month to include that complete month.