View and filter the customer list

The Customers page shows how much each customer has spent, how many orders they placed and when they last bought. You find a customer by name, email or phone number, and filter by status or created date.

Save a filter you use often as a view so you can open it again with one click. Only you see your own views.

Read the customer list

1. Go to Customers.
2. Look at the Total spent, Orders and Last order columns for each customer.
3. Click a customer’s name to open their profile.

The Status column has two labels. The first is Active or Inactive, which you set for the customer. The second is worked out from the last order: Ordered recently if the customer ordered in the last 3 months, No recent orders if longer ago, or Never ordered.

Choose a built-in view

1. Click the name of the view at the start of the search field. The default is All customers.
2. In the Default views group, choose Active or Inactive.

These two views filter by the label you set, not by order date.

Find a customer

1. Click the Search and filter field.
2. Type the customer’s name, email or phone number.
3. Press Enter.

Add a filter

1. Click the Search and filter field.
2. Choose Status or Created from the list that appears.
3. For Status, tick Active or Inactive.

For Created, choose On or after or On or before under the date field, then choose a date. Add Created a second time to filter a date range, for example new customers this month.

To remove one filter, hover over its label and click the X Remove filter. To remove all filters and the search text, click the X-in-a-circle icon Clear all at the end of the field.

Change the sort order and columns

1. Click the column icon Edit columns to the right of the search field.
2. Under Sort by, choose Name (A-Z), Newest first or Oldest first.
3. Under Columns, click the eye icon next to a column to show or hide it.
4. Drag the six-dot icon at the start of a row to change the column order.

The columns hidden by default are Email, Phone, Avg order value and First order.

Save as a new view

When you change the filters, the sort order or the columns, a Save button shows at the end of the bar.

1. Click Save.
2. Choose Save as new view.
3. Enter a name, for example New customers this month.
4. Click Save.

The new view is in the Saved views group of the view list. To drop changes you haven’t saved, click the circling arrow icon Reset view next to the Save button.

Updating, renaming and deleting a view work the same way as on the Orders page, see Filter orders and save views.

Frequently asked questions