What Is the Customer Information Report
The Customer Information report brings Shopify customer profile details into one export. In Data Export, you can review names, contact details, addresses, company information, tax exemption status, order count, and total spent without opening customer profiles individually.
Use the report to check contact data, prepare a customer list for your team, and identify customers with higher recorded spending or more orders. Each row represents customer information rather than an individual order or product purchase.
Created At provides the customer creation date. Before selecting a period, check which date field the report filters; do not assume that Order Count and Total Spent are restricted to that same period.
Report Overview
- Report type
- Customer Reports, with customer profile details and purchase summary fields.
- Reporting basis
- Customer records; review the date filter before limiting the customer list.
- Data included
- 17 fields covering identity, contact and address details, company, tax exemption, order count, and total spent.
- Best for
- Contact data reviews, customer list exports, and sorting customers by recorded spending or order count.
- Export and delivery
- Excel, CSV, TXT, or PDF; optional daily, weekly, or monthly email delivery.
What Can You Learn from Your Customer Information
1. Which customers have more recorded orders
Sort Order Count to find customers with repeat purchasing activity. This helps prepare a list for a loyalty review.
Example: A hypothetical customer with eight recorded orders appears above customers with one order.
What you can do: Review these customers for your loyalty program, using a separately verified consent list for marketing.
2. Which customers have higher recorded spending
Sort Total Spent to identify higher spending customer records. Review the field’s scope before defining a spending tier.
Example: A hypothetical customer has a higher Total Spent value than others in the same currency.
What you can do: Prepare a priority service list for your customer support team.
3. Where customer records need attention
Check Email, Customer Phone, and address fields for gaps that could make a shared list less useful. An empty optional field does not always mean the record is incorrect.
Example: A hypothetical customer record has no phone number.
What you can do: Confirm which details your task requires before asking your team to update a record.
4. How customers are distributed by location
Use Customer Country, Customer Province, and Customer City to organize customers geographically. These describe customer addresses rather than the destination of every order.
Example: A hypothetical filtered list shows customers whose recorded country is Canada.
What you can do: Export the relevant regional list for your operations team.
What Should You Check First in This Report
Start with the fields and settings that affect how you will use the customer list.
- Date scope: Check whether the selected range filters Created At, and confirm the scope of Order Count and Total Spent.
- Contact completeness: Review required email, phone, and address details before handing the export to another team.
- Order Count and Total Spent: Sort these separately and verify the spending currency before comparing customer values.
- Tax Exempt: Review flagged records when preparing a customer data audit; the flag alone does not explain tax treatment on an order.
When Should You Use This Report
| When to Use It | How It Helps |
|---|---|
| Reviewing customer order counts and spending | Review customer order counts and spending summaries in one list. |
| Cleaning up customer contact records | Find missing contact details and review names and addresses. |
| Preparing a regional customer export | Filter recorded customer countries, provinces, or cities for a focused export. |
| Preparing a customer retention review list | Build a review list using order count or spending, then check marketing eligibility separately. |
| Auditing company and tax exemption records | Review company names and tax exemption flags without treating them as order-level tax evidence. |
How to Create This Report in Data Export
Start with the Customer Information premade report so the supplied fields are already selected.
- Open Data Export and find the Customer Information premade report.
- Open the report and review the 17 default columns. Keep the fields needed for your export.
- Check the active date field before setting a range. Apply available filters or sorting, such as country, Order Count, or Total Spent.
- Save the report and download it in the format you need: Excel, CSV, TXT, or PDF.
- If you need recurring delivery, set a daily, weekly, or monthly email schedule and select the intended recipients.
Make the Most of This Report
Use these checks to keep each customer export focused and useful.
01 / DATE SCOPE
Read the date setting Customer creation dates and purchase summary periods serve different purposes. Confirm the settings before comparing exports. 03 / CONTACT DATA Check consent separately An email address shows contact information. Verify marketing permission in your consent records before preparing a campaign.
02 / CUSTOMER COUNT
Check before counting Names can repeat. Review duplicates before treating row counts as a definitive count of unique customers. 04 / SHARING Export only what is needed Remove unnecessary phone and address columns when sharing. Review recipients before scheduling recurring delivery.
Frequently Asked Questions
Does this report show individual customer orders
No. It shows customer profile fields with Order Count and Total Spent. The default fields do not include order numbers, products purchased, or a last order date.
Can I use it to find repeat customers
Yes. Sort or filter Order Count to review customers with multiple recorded orders. Confirm the field’s scope before interpreting it as activity within a particular period.
Does Created At show when a customer last purchased
No. Created At is the customer creation date. A last purchase date is not among the supplied fields, so this report alone cannot identify lapsed customers.
Can I export and schedule the customer list
Yes. Download it as Excel, CSV, TXT, or PDF, or set daily, weekly, or monthly email delivery. Review the included personal details and recipients before scheduling.
Does an email address mean the customer accepts marketing
No. Email is a contact field. Marketing consent is not included in this report’s default fields and must be checked separately.
