Platform: Enolytics DTC
Summary:
What it shows: A complete list of your current wine club members with their key purchasing metrics. This ready-made report filters your customer database to show only people with Club Status = "Current Club Member" — no setup needed, just open and review.
Who should use it:
• Wine club managers tracking member engagement and value
• Customer service teams needing quick member lookups
When to use it:
• Planning member-exclusive events or promotions
• Reviewing club member spending patterns and lifetime value
• Quick reference for customer service inquiries from club members
Questions this report answers:
• "How do I get a list of all my current club members?"
• "Where can I see my club members' lifetime value and order history?"
• "Can I pull a report showing just active club members with their spending data?"
• "How do I find current club members and their purchase details?"
• "Where's the easiest way to see all my club members in one place?"
Tip: Use the Customer Number column for quick lookups when members call with questions — it's your fastest way to locate their account details.
Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.
📂 How to Access This Report
This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.
To open it:
Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: Business Reports/Customer Summary
Click Current Club Members
Quick Stats:
1 filter(s) applied
4 dimension(s) displayed
3 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Current wine club members report shows complete list with purchasing metrics, filtered by active club status for managers.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Club Status is one of: Current Club Member
📋 Columns Displayed
Dimensions:
Customer Number — The outbound facing unique identifier. This can be different depending on the CRM. WD and VST use a customer_number (that is what prompted the naming), Commerce7's unique identifier is the email address.
Full Name — The contatenation of the first name and the last name as defined in the contacts table.
Order Count Life Time Value — This is the total orders the contact ever had in their lifetime with the winery
Lifetime Value — Used in temporary tables as a calculation of the net sales life time value of the customer. Used in RFM calculations
Measures:
ℹ️ Additional Details
Bookmark ID:
04d0d1ae-8adf-4644-ab7b-9ca761eed65e