Daily Customer Report¶

Menu Location: Reports > Daily Customer Report

Last Updated: 2026-07-26

Overview¶

The Daily Customer Report shows, for each day in a selected date range, a row of counts: new customer accounts, non-promo signups, subscription reactivations, a combined "new" total, and cancellations. It is a quick day-by-day pulse check, not a customer-level activity log.

Primary Functions:

Count new customer accounts created per day
Count signups that did not use a discount code
Count subscription reactivations (customers who rejoined)
See a combined "Total New" figure per day
Count cancellations per day
Export the table to CSV

Page Layout¶

Header Section¶

Page Title: "Daily Customer Report"
Date Range Picker: two date fields (start and end) with a "Search" button
Boxes link: a "Boxes" button switches to a separate breakdown by box type

Report Table¶

One row per day in the selected range, newest date first. Columns:

Date
Total Signups
Promo Signups
Activations
Total "New"
Total Cancelled

There is no summary dashboard above the table, no tabs, and no chart. Everything the report shows is in this one table.

Columns Explained¶

Total Signups¶

Count of customer accounts created that day (custy.created falls within the day). This counts every new account record for the day, with no filter on account type, so gift recipients, gift givers, vendor/farmer accounts, and wholesale accounts are counted alongside regular customers if any were created that day.

Despite the column name, this counts signups that did not redeem a discount code that day, not signups that used one. It is the same day's new accounts minus any that are linked to a redeemed discount code.

Activations¶

Count of subscriptions whose rejoined date falls on that day, that is, subscriptions that came back after being paused or stopped. This is the report's only reactivation metric.

Total "New"¶

Sum of the day's Promo Signups value (see above) and Activations. There is no separate raw "total signups including promo" column in this figure.

Total Cancelled¶

Count of customers with a cancellation record (cust_cancels.date_cancel) landing on that day. There is no reason breakdown, no lifetime-value figure, and no subscription-length figure shown for these cancellations.

Date Range¶

Default range: last 7 days through the current time.
Change it with the two date fields and "Search."
Maximum range is 180 days. Selecting a wider range shows: "Max days allowed is 180. You tried to view X days. Please select a new date range and try again." and the range is capped at 180 days.

There is no day-of-week analysis, no period-over-period comparison view, and no saved/scheduled date presets. Those are manual comparisons you'd do yourself by re-running the report with different dates.

Exporting Data¶

A "CSV" button above the table exports exactly what's on screen (the current date range's rows) as a CSV file. There is no PDF export and no automated/scheduled email version of this report.

Common Use Cases¶

Daily or Weekly Check-In¶

Goal: Get a fast read on signup and cancellation activity.

Steps:

Open Daily Customer Report
Leave the default range (or set the dates you want)
Scan Total Signups and Total Cancelled across the days shown
Compare Total "New" to Total Cancelled for each day

Result: A quick sense of whether more accounts are opening or closing on a given day.

Spot a Cancellation Spike¶

Goal: Notice an unusual jump in cancellations.

Steps:

Set a date range covering the period in question
Compare Total Cancelled day to day
Cross-reference with the Cancellations report for reasons and detail, since this report has no reason data

Result: Flags a day worth investigating further elsewhere.

Troubleshooting¶

Numbers Don't Match Expectations¶

Check:

Verify the date range fields are set correctly
Remember Total Signups includes every account type created that day, including gift recipients, gift givers, vendors, and wholesale accounts, not only regular customers
Remember "Promo Signups" is actually non-promo signups; don't read it backwards
Compare against a direct customer list/search if you need an account-type-filtered count

CSV Export Looks Wrong¶

Solutions:

The CSV button exports only the rows currently on screen, so confirm your date range first
Re-run the search after changing dates before exporting

New Signups - dedicated latest-signups list
Cancellations - customer cancellations report, including reasons
Paused Subscriptions Report/Stats - pause detail (not shown on this report)
Subscriptions - subscription price and schedule reporting

Quick Reference Card¶

Task	Action/Location
Open report	Reports > Daily Customer Report
Change date range	Set start and end date fields, click Search
Export to CSV	Click the "CSV" button above the table
Switch to box breakdown	Click "Boxes" at the top of the page

FAQs¶

The column actually counts signups without a redeemed discount code, the opposite of what the name suggests.

Does this report show why customers cancelled?¶

No. Use the Cancellations report for reasons and detail.

Does this report show pauses?¶

No. Pauses are not represented in this report. Use the Paused Subscriptions Report/Stats page.

How far back can I view data?¶

Up to 180 days in a single date range.

Can I automate this report to email daily?¶

No, there is no automated or scheduled email version of this report.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.