New Signups Report¶

Menu Location: Customers > Reports > New Signups (also listed as "Latest Signups" / "New Customers")

Last Updated: 2026-07-26

Overview¶

The New Signups Report lists customers who signed up for a subscription in a date range, along with the schedule and box they chose, their current subscription status, and how they said they heard about you. Use it to see recent signups, spot-check what new customers are choosing, and export a list for your own records.

Primary Functions:

List new customer signups in a date range
See the delivery schedule and box each new customer picked, as a table and as two pie charts
Check whether each new signup is still an active subscriber
See each customer's answer to "how did you hear about us"
Export the list to CSV

Page Layout¶

Header Section¶

"Download CSV" button (top right)
Date range filter (From / To)
"Filter Current Status" dropdown (Show All / Show only customers that are still active)

Charts¶

By Schedule - pie chart of the schedules chosen by the signups currently shown, with a data table of count and percent per schedule
By Box - pie chart of the box types chosen by the same signups, with a data table of count and percent per box

A table of the customers matching the current filters (details below).

Filtering¶

Date Range¶

Fields:

From and To date pickers, filtered against the customer's signup date
Default range when the page first loads: the last 14 days through today

Change the dates and click Search to re-run the report.

Current Status Filter¶

Options:

Show All - every signup in the date range, regardless of what happened to their subscription afterward
Show only customers that are still active - limits the list to signups whose subscription is currently Pending or Active, excluding anyone who has since stopped or otherwise changed status

Columns:

Created - date and time the customer signed up
Name - customer (or business) name; click it to open the full customer profile
Start Week - the week of their first scheduled delivery
Schedule - delivery schedule chosen (Weekly, Every Other Week, Trial, etc.)
Box - the box type/size chosen
Current Status - the subscription's current status badge (Pending, Active, Stopped, Trial, etc.)
How? - the customer's answer (and any free-text detail) to the "how did you hear about us" signup question. If your store has the tell-a-friend referral program turned on and the answer was "A friend told me!", a matching referral credit shows a "Tell A Friend Referral" flag next to it
Season - if your store uses seasonal subscriptions, an additional column shows the season, season schedule, and season box size for each signup

If nothing matches the current filters, the table shows "No results found, please use a different time frame."

This report only includes customers who already have a subscription and a recorded answer to the "how did you hear" question. A signup that never completed that far (for example, someone who abandoned the process) will not show up here, see the Missed Signups report below for those.

Exporting Data¶

Click the Download CSV button (top right) to export the customers currently shown on the page. The file is named [YourCompanyName]_[MM_DD_YYYY]_NewSignups.csv and includes:

Customer ID, Email, Name, Discount Code (the first promo/discount code applied to the account, if any), Phone, Address, Address2, City, State, Zip, Schedule, Box Type, Signup Date, and How did you hear (plus Season, if your store uses seasonal subscriptions).

This report does not show subscription pricing, revenue totals, or payment information, none of that is part of the export or the on-page table.

Common Use Cases¶

Check this week's signups¶

Set From to the start of the week and To to today
Click Search
Review the Signup List and the By Schedule / By Box charts

See what new customers are choosing¶

Pick a date range
Look at the By Schedule and By Box pie charts to see which delivery schedules and box types are most popular among recent signups

Check whether recent signups are sticking around¶

Pick a date range
Set Filter Current Status to "Show only customers that are still active"
Compare the count to "Show All" for the same range to see how many recent signups have already stopped

See how people are hearing about you¶

Pick a date range
Scan the How? column for the free-text answers customers gave

Pick a date range and any status filter
Click Download CSV
Open in Excel or Google Sheets for further sorting/analysis

Troubleshooting¶

Check:

The From/To range covers their signup date
Filter Current Status is not set to "still active only" while the customer has since stopped
The customer completed signup fully (has a subscription and answered the "how did you hear" question), partial signups belong on the Missed Signups report instead

"How?" shows no useful answer¶

This column shows exactly what the customer typed or selected on the signup form. A blank or generic answer means the customer skipped or didn't fill in that field, there is no separate tracking source behind it.

Daily Customer Report (Customers > Reports) - daily counts of new signups, activations, and cancellations
Missed Signups - people who started the signup form but didn't finish
Missed Zip Codes - signup attempts from outside your delivery area
Reactivations - stopped customers who came back
Promo Activations - customers who redeemed a promo/groupon code and converted to a full subscription

FAQs¶

What does "Start Week" mean?¶

The week of the customer's first scheduled delivery, based on their subscription's start date, not the day they signed up.

Does this report show revenue or subscription pricing?¶

No. Neither the on-page table nor the CSV export includes box price, subscription value, or payment details.

What's the "Tell A Friend Referral" flag?¶

It appears next to a customer's "How?" answer when they said "A friend told me!" and a matching tell-a-friend referral credit was applied to an order, only shown if your store has the tell-a-friend program enabled.

Can I see customers who started signing up but never finished?¶

Not on this report, use Missed Signups for that.

Why is the list sorted the way it is?¶

Signups are listed newest customer first.

End of Documentation

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