The Repeat Orders report lists orders that are set up as recurring/repeat business, so you can track how much of your work comes from repeat customers.
Where to Find It
Reports → Transaction Reports → Repeat Orders
What This Report Shows
Order number
Start and end dates
Repeat frequency
Client name
Filters You Can Apply
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Repeat frequency — yearly, monthly, weekly, or daily
Order type and order status
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note what this report shows and leaves out:
Only orders marked as repeat business appear. Standard one-time orders are never shown here.
Deleted orders are excluded.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Repeat Orders report, contact us at [email protected].