Platform: Enolytics DTC
Summary:
What it shows: This ready-made report displays customers who were wine club members at the time they placed their orders. You get a complete customer list with their contact details, lifetime order history, and total spending — no setup required.
Who should use it:
• Wine club managers analyzing member purchase behavior
• Marketing teams creating targeted campaigns for active members
When to use it:
• Analyzing how much revenue comes from orders placed by club members
• Building marketing lists of customers who were members when they purchased
• Understanding the spending patterns of your member base at the time of purchase
Questions this report answers:
• "How do I get a list of all customers who were club members when they ordered?"
• "Can I see the lifetime value of customers who placed orders as members?"
• "Where can I find member purchase data with their contact information?"
• "How do I pull a report showing customer spending for people who were members at time of order?"
• "Can I get member order history with lifetime values in one report?"
Tip: The "Club Status At Time Of Order" filter captures member status when the order was placed, which might differ from their current status — perfect for understanding historical member purchasing behavior.
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 Members at Time of Order
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
Ready-made report showing wine club members at order time with customer contact details, lifetime order history, and spending data.
Filters Applied
The following filters narrow down the data in this bookmark:
Dimension Filters:
Club Status At Time Of Order is one of: 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:
41547880-ee20-4543-b955-d2d812999eb1