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Order Count by Time

Menu Location: Customers > Reports > Order Count by Time

Last Updated: 2026-07-26

Overview

The Order Count by Time page (labeled "Order Count Per Customer Report" on the page itself) shows how many orders each customer had delivered within a date range you choose. It is a pull-up-and-search report, not an automated log, there is no background process recording data over time.

Its main purpose is to rank customers by order volume over a period so you can reward your best customers: you can set a minimum order count, and the report will narrow the list to only customers who hit at least that number in the range. From that filtered list you can apply an account credit and send a marketing email to everyone shown, in one action.

Primary Functions:

  • Count each customer's delivered orders within a chosen date range
  • Rank customers from most orders to fewest
  • Filter the list down to customers who reached a minimum order count
  • Apply an account credit and send an email template to everyone in the filtered list, in bulk

Page Layout

Search Form

  • Minimum Number of Orders - text field; only customers whose order count in the date range meets or exceeds this number are shown (leave at 0 to show everyone)
  • Date Delivered On - the only date-type option offered; the report always counts by delivery date
  • From / To date pickers - defines the date range (defaults to the last 3 weeks through today if left blank)
  • Search button - runs the report

Results Table

  • Rank - position by order count, highest first
  • Customer - customer ID, first and last name, linked to that customer's account page
  • Orders Delivered - count of that customer's orders delivered in the date range

Apply Credit and Send Email

A button above the results table opens a form to: - Pick an existing email template (create one on the Email Templates page first) - Enter a credit amount - Enter credit notes (stored with the credit)

Submitting applies the credit and sends the chosen email template to every customer currently shown in the results table (i.e., everyone meeting the minimum order count you set). The confirmation screen lists each customer, the credit applied, and whether the email sent or was skipped because the customer is unsubscribed (the credit is still applied even if the email is skipped).

Understanding the Data

What Gets Counted

  • Orders are counted by delivery date (deliver_on falling inside your From/To range), not order-creation date
  • Cancelled orders are excluded from the count
  • Counting is grouped per customer, then sorted highest-to-lowest
  • Nothing is tracked automatically between visits, the numbers are calculated fresh each time you run a search

Common Use Cases

Use Case 1: Find Your Best Customers in a Period

Goal: See who ordered the most in a given stretch of time

Steps:

  1. Set From/To to the period you care about (a month, a quarter, etc.)
  2. Leave Minimum Number of Orders at 0 (or set a floor to cut noise)
  3. Click Search
  4. Read down the ranked list, top orderer first

Use Case 2: Reward Customers Who Hit an Order Milestone

Goal: Give a credit and a thank-you email to everyone who reached N orders

Steps:

  1. Set From/To to the qualifying period
  2. Set Minimum Number of Orders to the milestone (e.g. 10)
  3. Click Search and review the filtered list
  4. Create or choose an email template on the Email Templates page
  5. Click Apply Credit and Send Email, enter the credit amount and notes, pick the template
  6. Submit, then review the confirmation screen for who was credited and whether each email sent

Use Case 3: Check a Specific Customer's Recent Volume

Goal: Confirm how many orders one customer had delivered recently

Steps:

  1. Set a date range covering the period in question
  2. Click Search
  3. Find the customer by name in the ranked list and read their Orders Delivered count

Best Practices

Before Applying a Credit

  1. Double-check the date range and minimum order count before clicking Apply Credit and Send Email, the credit and email go out to everyone currently shown
  2. Confirm the email template exists and reads correctly (create/edit it on the Email Templates page first)
  3. Do not refresh or resubmit after applying credits, each submission credits and emails the full list again

Reading the Results

  1. Remember the count reflects delivered orders only in the range you chose, not lifetime orders
  2. Cancelled orders are never counted, so a customer who cancelled orders in the period will show a lower count than their total order history
  3. Re-run the search after changing dates or the minimum, the page does not update live

Quick Reference Card

Task Action/Location
Open the report Navigate to Customers > Reports > Order Count by Time
Count orders in a date range Set From/To, click Search
Find top customers Leave Minimum Number of Orders at 0, sort is automatic (highest first)
Find customers who hit a milestone Set Minimum Number of Orders, click Search
Reward qualifying customers Click Apply Credit and Send Email after filtering the list
Create a template to use Go to the Email Templates page first
Jump to a customer's account Click their name in the results table

FAQs

What counts as an "order" here?

Any cust_order row with a delivery date inside your chosen range, except cancelled orders.

Does this count orders by when they were placed or when they were delivered?

By delivery date. The page offers a "Date Delivered On" label but that is currently the only option, there is no order-placed-date view.

If I set a minimum, does the report only search those customers, or does it still calculate everyone?

It calculates every customer's count in the range, then hides anyone below your minimum. Raising or lowering the minimum just changes what is displayed.

What happens if a customer is unsubscribed when I send the bulk email?

The credit is still applied to their account. The email itself is skipped, and the confirmation screen marks that customer as unsubscribed instead of "email sent."

Can I export this data to CSV?

No, the page only has a results table and the credit/email tool, there is no export button.

Is there a graph or time-series view?

No. This report is a per-customer order count for a date range, it does not chart activity over time or track intervals like hours or 10-minute marks.

End of Documentation

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