This feature is only available for Lightspeed Retail merchants on select pricing packages.
Sales by Customer Report
Use the Sales by Customer report to view the business’s top customers, see what they purchased, and check who has visited lately.
Check out our Manage Customers article for help adding customers to the Customer List.
Table of Contents
Run the Report
From BackOffice, run the Sales by Customer report for an overview of what each customer has purchased during a specific time period.
In BackOffice, click 'Reports' and select 'Customers'.
Click to Enlarge
Click the Date icon to choose a preset or custom range, then click 'Retrieve'.
Click to Enlarge
Read the Report
The Sales by Customer report shows which customers stop by most often and who spends the most money. Learn to read this report to understand its data and discover new insights about the business.
Bar Charts
The charts at the top show top customers by their number of sales and total sales amount.
Last Name / First Name / Email | The customer’s information as it is currently entered in BackOffice.
Sales Count | Number of sale transactions by the customer.
Quantity Sold | Total count of items purchased by the customer.
Sales Amount | Total dollar amount of items purchased by the customer.
Average Items Per Sale | Quantity Sold divided by Sales Count.
Average Sale Amount | Sales Amount divided by Sales Count.
Last Sale Date | Date and time of the customer’s last transaction.
The following columns are hidden, but can be enabled using the filter tool:
Returns Count | Number of return transactions by the customer.
Quantity Returned | Total number of items returned by the customer.
Returns Amount | Total dollar amount of items returned by the customer.
Costs | Total business cost of items sold minus the cost of returned items. By default, Cost is calculated using the weighted average cost of each item at the time of sale. To use last cost, follow the steps here to disable the weighted average cost feature.
Discounts | Discounts on sold items minus discounts on returns. Want more detail on discount usage? Check out the Sales by Discount Report.
Net Sales | Sales Amount, minus Returns Amount, and minus Discounts.
Gross Margin | Percentage of revenue left after accounting for cost and discounts. Calculated by subtracting Cost from Net Sales, then dividing the result by Net Sales.
Gross Profit | Total business profit after subtracting Cost from Net Sales.
Click any header with arrows to sort the table ascending/descending.
Click to Enlarge
Click any table row to view the specific items a customer purchased.
Filter the report by customer to hide customers you don’t want to see or to display only specific customers. Filter by column to customize which table columns appear on the report.
Click 'Filter'.
To hide a customer, uncheck their box.
To show the customer again, re-check the box.
Use the filter controls to search for a customer, select all customers, and clear all selections.
