> ## Documentation Index
> Fetch the complete documentation index at: https://help.atlas.kitchen/llms.txt
> Use this file to discover all available pages before exploring further.

# Customers report

> Track customer segments, lifetime value, and retention.

**Available for:** <Badge>Manager</Badge> <Badge>Finance</Badge> <Badge>Admin</Badge>

[Go to report →](https://portal.atlas.kitchen/analytics/customers)

## What this report shows

Customer behaviour and value across your business. See who your best customers are, track retention cohorts, and identify segments needing attention.

<Info>
  Data refreshes hourly. Last refresh time appears at the top.
</Info>

## Filters

<Frame caption="Customers report filters">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-filters.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=fb881f87a280998e64242bd2e33dac1a" alt="Filters showing type, customer segment, first order outlet, orders count, and lifetime value" data-path="images/reports/customers-report-filters.webp" />
</Frame>

* **Type** — Guest, Member, or POS user.
* **Customer segment** — Filter by segment (VIP regulars, Slipping regulars, etc.).
* **First order outlet** — Where the customer first ordered.
* **Orders count** — Filter by number of orders.
* **Lifetime value** — Filter by total spend.

## Sections

### Key metrics

<Frame caption="Key metrics">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-metrics.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=66db6a16588520c662e079e138032ac7" alt="Metrics showing total customers, median lifetime value, new customers in last 30 days, and active customers in last 30 days" data-path="images/reports/customers-report-metrics.webp" />
</Frame>

* **Total customers** — All customers with change from last month.
* **Median lifetime value** — Middle value of all customer spend with change from 30 days ago.
* **New customers (30D)** — Customers who placed their first order in the last 30 days.
* **Active customers (30D)** — Customers who ordered in the last 30 days.

### AI insights

<Frame caption="AI insights">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-ai-insights.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=2eeae1cca52e1a4064cfc6b417033c90" alt="AI-generated insights about active guests, loyalty members, and dormant customers" data-path="images/reports/customers-report-ai-insights.webp" />
</Frame>

AI-generated analysis of customer patterns, highlighting revenue drivers, dormant high-value customers, and reactivation opportunities.

### Customer segmentation

<Frame caption="Customer segmentation table">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-segmentation.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=d0808b4a2acebea03028136e19dc817c" alt="Table showing customer segments with descriptions, revenue share, customer count, median lifetime value, average order value, and return rate" data-path="images/reports/customers-report-segmentation.webp" />
</Frame>

Pre-built segments based on ordering behaviour:

* **VIP regulars** — Order frequently and spend a lot.
* **Solid regulars** — Consistent ordering and spending.
* **Slipping regulars** — Former regulars not seen in 1-3 months.
* **Lost regulars** — Silent for 3+ months.
* **Gone** — Inactive 3+ months, likely churned.
* **Occasional Customers** — Infrequent orders.
* **Inactive Customers** — No recent activity.

**Columns:** Revenue share, customers, median lifetime value, average order value, return rate.

### Order count distribution

<Frame caption="Order count distribution">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-order-count.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=72c768de98ee5f11f72958732f41932d" alt="Bar chart showing customer count by order frequency buckets: 1 order, 2-5 orders, 6-10 orders, 11-20 orders, 21+ orders" data-path="images/reports/customers-report-order-count.webp" />
</Frame>

How many orders each customer has placed. Most businesses have a large "1 order" segment—the goal is to convert these to repeat buyers.

### Customer growth rate

<Frame caption="Customer growth rate">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-growth-rate.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=35ba3560755ac1d765fedb631a216058" alt="Area chart showing total customers and active customers over time by month" data-path="images/reports/customers-report-growth-rate.webp" />
</Frame>

Total and active customer counts over time. Blue area shows total cumulative customers, orange area shows active customers.

### Lifetime value distribution

<Frame caption="Lifetime value distribution">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-lifetime-value.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=544c61b1726f6659f1d67c6c7cf963c8" alt="Line chart showing percentage of customers by total spend range, broken down by Guest, Member, and POS user" data-path="images/reports/customers-report-lifetime-value.webp" />
</Frame>

Distribution of customers by total spend, broken down by customer type (Guest, Member, POS user).

### Retention cohort analysis

<Frame caption="Retention cohort analysis">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-retention-cohort.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=ae7a61d2a9f84c48f529c035e0ee794f" alt="Cohort table showing customers by first order month and months since first order, with colour intensity indicating retention" data-path="images/reports/customers-report-retention-cohort.webp" />
</Frame>

Track how well you retain customers over time. Rows show when customers first ordered, columns show how many remained active in subsequent months. Darker green indicates higher retention.

### Average order value distribution

<Frame caption="Average order value distribution">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-aov.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=85fc5d34f99a69ba8442dda4f0ea5f56" alt="Bar charts showing percentage of customers by average order value range, split by Guest, Member, and POS user" data-path="images/reports/customers-report-aov.webp" />
</Frame>

Distribution of customers by their average order value, broken down by customer type.

### Signups by first order source/outlet

Where your customers come from and how well each channel converts to signups.

### Top 100 customers

<Frame caption="Top 100 customers">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-top-100.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=2e1be1590b0b728e3f455f69924c6107" alt="Table showing top customers with type, activity status, name, email, total spend, orders count, average order value, first and last order dates, and age" data-path="images/reports/customers-report-top-100.webp" />
</Frame>

Your highest-value customers ranked by total spend.

**Columns:** Type, activity status, name, email, total spend, orders count, average order value, first order date, first order outlet, last order date, date of birth, age.

## Single customer view

Click a customer's name or email in the Top 100 customers table, then select **View customer details** to open a detailed dashboard for that customer.

<Frame caption="Customer information">
  <img width="300" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-single-info.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=1e330e51ca15cabf2d9b8f28900bf246" alt="Customer information panel showing name, email, type, segment, activity status, loyalty status, order counts, total spend, and average order value" data-path="images/reports/customers-report-single-info.webp" />
</Frame>

The single customer view shows:

### AI insights

<Frame caption="AI profile analysis">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-single-ai.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=684b0514e7210ecc5983670525cb1765" alt="AI-generated customer profile with order history analysis, ordering patterns, and upsell opportunities" data-path="images/reports/customers-report-single-ai.webp" />
</Frame>

AI-generated profile analyzing the customer's visit frequency, ordering patterns, and potential opportunities.

### Order history

<Frame caption="Order history">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-single-orders.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=24b8ceeb59ccf0f313cc583944788434" alt="Table showing all orders with serving date, day of week, outlet, net sales, brand, source, fulfilment type, and order created date" data-path="images/reports/customers-report-single-orders.webp" />
</Frame>

Complete order history with date, outlet, sales, source, and fulfilment type.

### Top items

<Frame caption="Top items">
  <img width="400" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-single-top-items.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=a4f9de35be72abad1aa52baf37a3e3d7" alt="Table showing customer's most ordered items with quantity and net sales" data-path="images/reports/customers-report-single-top-items.webp" />
</Frame>

What this customer orders most frequently.

### Orders by month

<Frame caption="Orders by month">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-single-by-month.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=18998db6149b3d1aefe1f478ec378301" alt="Combination chart showing order count as bars and cumulative lifetime value as line over time" data-path="images/reports/customers-report-single-by-month.webp" />
</Frame>

Order frequency and cumulative lifetime value over time.

### Ordering patterns

<Frame caption="Ordering patterns heatmap">
  <img width="700" src="https://mintcdn.com/atlaskitchen/PbQq0fyxwtbdSf_o/images/reports/customers-report-single-patterns.webp?fit=max&auto=format&n=PbQq0fyxwtbdSf_o&q=85&s=7f54f7a7e49bf6925861c26242a4af04" alt="Heatmap showing order count by hour of day and day of week" data-path="images/reports/customers-report-single-patterns.webp" />
</Frame>

When this customer typically orders. Darker green indicates more orders at that time.

## Interactive features

* **Drill down** — Click any metric or chart to see underlying data.
* **Download** — Export data from any chart or table.
* **Copy values** — Click any metric to copy to clipboard.
* **AI assistant** — Ask questions about your data. See [Using reports](/reports/using-reports#ai-assistant).
