Sales by Customer Report

Use the Sales by Customer report to see who your best customers are, what they’re purchasing, and who hasn’t visited in a while.

Check out our Manage Customers article for help adding customers on the iPad register and our Marketing Dashboard article for more about customer metrics.

Table of Contents

Run the Report

From BackOffice, run the Sales by Customer report for an overview of what each customer has purchased during a specific time period.

  1. Click 'Analytics' and select 'Customers'.
  2. Click the Date icon, choose a preset or custom range, and press 'Retrieve'.

Read the Report

Let’s break down the report to maximize the benefits of its data for your business.

Bar Charts

The charts at the top show your top 10 customers by number of sales and total sales amount.

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  • Hover over or tap a bar on the graph to see more details about that customer.
  • The term “Other” is a combination of all customers outside the top 10.
  • “Walk-In” represents the register default for transactions where no customer was tagged.
  • Table View

    The table view below provides even more detailed information such as your customers’ returns, discounts, net sales amount, and more. By default, only the first 4 columns display on Table View. To enable all of the columns seen below, use the Filter control to the right of the date picker.

    Default Table View:

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    Table View with All Columns:

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    Sort the table by clicking any column header with arrows.

    Totals | The total amount of each column.

    Last Name | The customer’s last name.

    First Name | The customer’s first name.

    Email | The customer’s email address.

    Sales Count | The number of Sale transactions by the customer.

    Returns Count | The number of Return transactions by the customer.

    Quantity Sold | The total number of items purchased by the customer.

    Sales Amount | The total dollar amount of items purchased by the customer.

    Quantity Returned | The total number of items returned by the customer.

    Returns Amount | The total dollar amount of items returned by the customer.

    Costs | The total costs of items sold and net of returns.
    Cost is calculated using the weighted average cost of each item at the time of sale.

    Discounts | The net amount discounted on purchased items.
    Want to see more detail on discount usage? Check out the Sales by Discount Report.

    Net Sales | The revenue generated by sales of an item after accounting for discounts and returns.

    Gross Margin | The percentage of your net sales that contributes to your profit. It’s calculated by subtracting Cost from Net Sales, then dividing the result by Net Sales.

    Gross Profit | The total business profit after subtracting Cost from Net Sales.

    Average Items Per Sale | The average number of items per transaction.

    Average Sale Amount | The average net sales amount per transaction.

    Last Sale Date | The date of the customer’s last transaction.

    Filter the Report

    Filter the table view by column header to customize which table columns are visible or filter the entire report by customer name to hide customers you don’t want to see.

    Filter Columns

    Columns determine the data displayed on the report’s Table View and on the Print View.

    1. Click 'Filter'.
    2. Click the 'Show/Hide Columns' arrow and check/uncheck the boxes.
    3. On the table, click any row to view the items a customer has purchased.
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    Filter Customers

    Filter by customer to hide customers you don’t want to see on the report. Customer filters apply to the Table View, Bar Charts, Export, and Print View.

    1. Click 'Filter', then the 'Customers' arrow.
    2. Check/uncheck the boxes.

      Search by first name, last name, or email to quickly filter the list.

    Export the Report

    Download a copy of your Sales by Customer report to analyze and filter the data using spreadsheet software.

    1. On the Table View, click 'Export'.
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    2. Wait for the export to be generated. Check the box to be notified by email when exports are ready for download (optional).

      Exports ready in a few seconds will automatically download to your computer. Click ‘Close’ to close the message box.

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      Exports that take more than a few seconds to generate are downloadable via the Export Center when ready. Click ‘OK’ to close the message box.

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    3. After downloading, the export is ready to open in any spreadsheet software.
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      The majority of the columns on the export are the same as the Table columns defined above. Below is the additional column included in the export.

      Customer ID | The customer ID is used for linking a customer’s sales with the customer information you can export from the Marketing section in BackOffice.

    Use the Print feature to create the report in an easy-to-read and printer-friendly format.

    1. Click ‘Print’.
    2. Wait for the report to open in a new browser tab.
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    3. Select 'File' from your browser’s menu and choose 'Print...'.

      You can also choose to save the print view as a PDF for easy sharing.


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