Birthdays¶

Menu Location: Customers > Reports > Birthdays

Last Updated: 2026-07-26

Overview¶

The Birthdays page lists customer (and household member) birthdays that customers have entered themselves, and shows whether each person had an order during the week of their birthday. This page only appears in the menu if the Birthday Prompt feature is turned on for your store (Apps > Birthday Prompt). When enabled, customers can add birthdays for themselves and household members on their account page.

Primary Functions:

View birthdays falling within a date range
See whether the customer had an order during the week of that birthday

Page Layout¶

Header Section¶

From / To date fields - Set the date range to search (defaults to three weeks ago through today)
Search button - Runs the search for the selected range

Main Content Area¶

Table displaying birthdays with columns:

Customer - Link to the customer's detail page (customer_info.php)
Birthday Person - The name entered for that birthday (could be the customer or a household member; this is a free-text name, not a categorized relationship)
Birthday Date - Month and day (no birth year is shown)
Order that week? - Looks up the delivery week containing that birthday date and reports either the order number found, "no order for week id [X]," or "no order" if no matching delivery week exists. If the birthday date is more than four weeks in the past, this column instead shows "skip order check, too long ago"

Only birthdays with an active subscription are shown: the report requires the customer to have an active subscription record and the birthday entry to still be active (not deleted).

Where Birthdays Come From¶

Customers add birthdays themselves from their account under Birthdays (home/birthdays), which only appears when the Birthday Prompt feature is enabled. They can enter a name, month, and day for themselves or up to 10 household members, and delete an entry later. There is no birth year field, no relationship/role field (spouse, child, etc.), and no verification step on the customer side.

Common Use Cases¶

Use Case 1: Weekly Birthday Order Review¶

Goal: See which birthday-week customers had an order, to consider adding a personal touch

Steps:

Set the From/To range to the upcoming week
Click Search
Review the "Order that week?" column for each birthday
For customers with an order, add any birthday touches to that order manually (there is no automated birthday flag, bonus item, or discount code feature)

Frequency: Weekly, as a manual review

Use Case 2: Checking a Specific Month or Range¶

Goal: See all birthdays in a given period

Steps:

Enter the desired From and To dates
Click Search
Review the resulting list

Troubleshooting¶

A birthday isn't showing up¶

Check:

Confirm the customer actually added a birthday under their account's Birthdays page
Confirm the customer has an active subscription (the report only includes customers with an active subscription record)
Confirm the birthday falls within the From/To range searched
If the birthday is more than four weeks in the past, the "Order that week?" column will show "skip order check, too long ago" rather than an order lookup, but the row itself should still appear if it's within the date range

"Order that week?" looks wrong¶