Top Customers¶
Menu Location: Reports > Customers > Top Customers
Access Level: Manager / Administrator
Last Updated: 2026-07-24
Overview¶
The Top Customers report ranks customers by activity within a date range: orders, addons, or substitutions. It excludes cancelled orders and lets you filter by subscription status, so you can find your best customers by volume or narrow the list to only active (or stopped/dead) accounts.
Primary Functions:
- Rank customers by order count, addon count, or substitution count over a date range
- Filter the list to a subscription status (all, active, stopped, dead)
- See each customer's subscription status at a glance via a colored status dot
- Export the ranked list to CSV
- Cached results with a manual refresh, so repeated visits don't re-run the full aggregation
Page Layout¶
Header Section¶
- From / To date pickers: Date range for the ranking. Defaults to the last 90 days.
- Sort by: Orders, Addons, or Subs (substitutions)
- Sub status: All, Active, Stopped, or Dead
- Show top: How many customers to display (1-1000, default 100)
- CSV: Downloads the current filtered/sorted list
Main Content Area¶
A table of customers for the selected range, each row showing:
- Rank and Customer (name, linked to the customer profile), with a colored dot for subscription status
- Orders: count of non-cancelled orders delivered in the range
- Addons: count of addon line items (extras) in those orders
- Substitutions: count of box items the customer substituted out (labeled "Subs" in the sort dropdown)
- Revenue: total payment amount for those orders
A note above the table shows how old the cached data is, with a Refresh now link to recalculate immediately.
Subscription Status¶
The colored dot next to each customer's name reflects their subscription status:
| Status | Meaning |
|---|---|
| Active | Currently subscribed |
| Pending | Not yet started |
| Stopped | Subscription stopped |
| Paused | Temporarily paused |
| One-time | One-time order, not a recurring subscription |
| Card Decline | Payment failed |
| Dead | Subscription ended/dead |
The Sub status filter only narrows to Active, Stopped, or Dead; the other statuses still show in the "All" view but aren't separately filterable.
Data Freshness¶
Results are cached for up to 6 days per date range to avoid re-running the aggregation on every visit. The page shows how old the current data is and offers a Refresh now link to force an immediate recalculation.
Common Use Cases¶
Finding your best customers by order volume¶
Leave the default 90-day range and "Orders" sort, or widen the date range for a longer view, then export to CSV if you need the list elsewhere.
Checking only active subscribers¶
Set Sub status to "Active" to exclude stopped, dead, or one-time customers from the ranking.
Finding customers who substitute often¶
Sort by "Subs" to see which customers most frequently swap box items for other products.
Troubleshooting¶
A customer I expect to see is missing. Only customers with at least one non-cancelled order delivered in the selected date range appear. Widen the date range or check the order wasn't cancelled.
Numbers look out of date. The report is cached for up to 6 days per date range. Click Refresh now to recalculate with the latest data.
Recent Updates¶
- 2026-07-24: Corrected subscription status labels and colors to match the store's actual status values, adding "One-time" and "Card Decline" (previously missing/mislabeled). The "Subs" column header is now "Substitutions" with a clarifying tooltip, and the CSV export uses the full "Subscription Status" and "Substitutions" column names.