The New Clients report shows the clients added during a period, along with how much they've ordered — useful for tracking growth and which referral sources bring new customers.
Where to Find It
Reports → Client Reports → New Clients
What This Report Shows
Client name and company
Client type and status
Number of orders and order totals
Filters You Can Apply
Date range — the period in which clients were added. 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.
Referral source
Only first orders in range — an option to count only clients whose first order falls within the period
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 leaves out automatically:
Deleted clients 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 New Clients report, contact us at [email protected].