Customer reports help you understand how your customers contribute to your business by showing their revenue, order activity, and outstanding balances within a selected period.
How it works
Customer reports give you a detailed breakdown of rental data from your customers including information such as balance due, revenue, revenue percentage, average order value (AOV), and AOV deviation.
1. Where to find customer reports
Go to Reports in the left sidebar of your Booqable account.
Under Customer report, click Run report.
2. How to filter the report
Use the left sidebar to refine your report and focus on specific customers or time periods.
Order filters
Performance – Select the date range used to calculate:
Orders
Revenue
Average order value
You can choose a preset or define a custom range.
Show revenue by – Choose how performance is calculated:
Orders
Based on order data. Revenue is calculated from orders in the selected period.Finalized invoices
Based only on finalized invoices. Revenue is calculated from finalized invoices with an invoice date in the selected period.
(Draft invoices are not included.).
Status – Filter which order statuses are included in the calculations.You can select multiple statuses.
Customer filters
Customer type – Individual or Company
Marketing emails – Subscribed or not subscribed through the email consent button
Customer created – When the customer profile was created
Latest order – When the latest order was placed by the customer
Tag – Tags assigned to the customer
3. Understanding the data
The columns of the report show the following information:
Balance due – Total outstanding amount for the customer, based on unpaid amounts across orders and invoices. Includes taxes and additional charges such as security deposits.
Orders – Revenue from the selected data source:
Orders → based on order data
Finalized invoices → based on finalized invoices
Revenue is shown excluding taxes.
Revenue – Revenue from orders that start within the selected period.
Revenue % – The customer's share of total revenue within the selected period.
Average order value – Average revenue per order within the selected period (excluding taxes).
AOV deviation – Difference between the customer’s average order value and the overall average in the selected period.
Best practices
Compare different periods
Use the performance filter to compare customer activity across time (e.g. this month vs last month) to identify trends.
Segment your customers
Use filters like Customer type, Tags, or Marketing emails to group customers and analyze specific segments.
For example:
Identify high-value customers
Find customers who haven’t ordered recently
Analyze performance of business vs individual clients
Use exports for deeper analysis
Export your report to a CSV file to:
Sort and filter data more freely
Combine with other data sources
Create custom reports or dashboards
To export:
Scroll to the bottom of the sidebar
Click Export
To download previous exports:
Go to Reports
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