How do I run a report that shows how frequently a customer ordered products and how much revenue was generated from their orders?
Visit the Customers section / Advanced Search / Order History Search and use the following search criteria:
-Customers who have placed at least X orders -Customers who have ordered since [enter date], with Order Status [select:Shipped or Picked Up*], and Billing Status [select: Paid].
(*Note - you will have to run separate reports for Shipped orders and Picked Up orders)
Run the Search, then visit the Customers section / Report button.
For the Report Range enter the same date range that was used in the Order History Search Criteria, Check the Results of the Current Search checkbox, Select the 'Product Report' and 'Filled' radio buttons, then click on the Create Report button at the bottom.