How do I get my Shopify New vs Returning Customers Report automatically?

Connect Shopify to Chartcastr, select the metrics you want to track, choose Slack or email as your destination, and set a monthly schedule. Chartcastr generates and delivers the chart with an AI-powered summary automatically.

Can I customize what's in my Shopify New vs Returning Customers Report?

Yes. You choose which metrics to include, the chart type, delivery schedule, and destination channel. You can also add context from Notion, Google Docs, or Slack threads to make the AI summaries more relevant.

What chart type works best for a New vs Returning Customers Report?

We recommend a combo chart for this report because it best visualizes new customer revenue and returning customer revenue trends. You can switch chart types anytime from your Chartcastr dashboard.

How often should I receive this report?

We recommend monthly delivery for this report. This gives your team timely data without notification fatigue. You can adjust the schedule to any frequency including hourly, daily, weekly, or custom cron expressions.

Does the report include AI analysis?

Yes. Every report delivery includes an AI-generated summary that highlights what changed, why it might matter, and what to look at next. The AI uses context from your Slack threads and connected documents to provide relevant insights.

Automate Your Shopify New vs Returning Customers Report

Get your Shopify New vs Returning Customers Report delivered to Slack or email. Track new customer revenue, returning customer revenue with AI insights.

Monthly · Marketing, CX leadership

Get your Shopify New vs Returning Customers Report delivered to Slack or email. Track new customer revenue, returning customer revenue with AI insights.

Shopify docs

What This Report Tracks

Key Metrics

Shopify New vs Returning Customers Report

Compare spending and behavior between new and returning customers to balance acquisition and retention.

new customer revenuereturning customer revenuenew customer %LTV by cohort

Manual vs. Automated

The Manual Way

Segment the customer list by first order date, calculate revenue per segment, compare manually. No built-in Shopify view for this.

The Chartcastr Way

Connect your Shopify, pick the metrics that matter, and Chartcastr delivers a fresh chart with AI-generated insights to Slack or email on your schedule.

How to Set It Up

Connect Shopify

Shopify connects via OAuth with read-only access. Select the data you want to track.

Choose your metrics

Pick the metrics for your Shopify New vs Returning Customers Report: new customer revenue, returning customer revenue, new customer %, LTV by cohort.

Pick your destination

Send to Slack, email, or Google Chat. Your team sees it where they work.

Set the schedule

Schedule monthly delivery. Chartcastr handles the rest — charts, AI summaries, and delivery.

Best Schedule

Monthly

For this report, we recommend a monthly cadence. This ensures your team always has fresh data without notification fatigue. Adjust the schedule anytime from your Chartcastr dashboard.

Other Shopify Reports

Shopify Daily Sales Report Shopify Weekly Sales Report Shopify Monthly Revenue Report Shopify Orders Summary

Frequently Asked Questions

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