{"id":4968,"date":"2026-08-23T11:35:10","date_gmt":"2026-08-23T11:35:10","guid":{"rendered":"https:\/\/www.onsightapp.com\/user-guide\/?p=4968"},"modified":"2026-08-23T11:35:10","modified_gmt":"2026-08-23T11:35:10","slug":"how-do-i-view-reports-on-customers-due-for-reorder","status":"publish","type":"post","link":"https:\/\/www.onsightapp.com\/user-guide\/how-do-i-view-reports-on-customers-due-for-reorder\/","title":{"rendered":"How do I view reports on customers due for reorder?"},"content":{"rendered":"<p>You can view reports on customers who are due for a reorder based on their own past ordering pattern. This way you know exactly who to call to win back business before it is lost.<\/p>\n<ul>\n<li>Log in to the Onsight web console at <a href=\"https:\/\/sales.onsightapp.com\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.onsightapp.com\/<\/a>.<\/li>\n<li>Click on &#8216;Reports&#8217; from the left-hand side menu.<\/li>\n<li>Click on &#8216;Customers&#8217; and then &#8216;Reorder due&#8217; from the left-hand side menu.<\/li>\n<li>Click on the drop-down at the top of the screen to choose the time period used to calculate each customer&#8217;s ordering pattern. The options are: &#8220;All time&#8221;, &#8220;Last year&#8221;, &#8220;Past 12 months&#8221;, &#8220;This year&#8221;, &#8220;Last month&#8221;, &#8220;Past 30 days&#8221;, &#8220;This month&#8221;, &#8220;Last week&#8221;, &#8220;This week&#8221;, &#8220;Yesterday&#8221;, &#8220;Today&#8221;. You can also choose a custom date range.\n<li>You will be presented with a table that lists all your customers who are currently overdue for a reorder, based on their own average time between orders during that time period.<\/li>\n<li>For each customer, the table shows their order count, average days between orders, last order date, days since their last order, and how many days overdue they are.<\/li>\n<li>The account owners for each customer will also be shown.<\/li>\n<li>If you are an admin, you can refine the report further by selecting a specific account owner or a specific customer group from the drop-downs at the top of the screen.\n<li>If you are a sales rep, you can refine the report further by selecting a specific customer group from the drop-down at the top of the screen.\n<li>Click on the \u2018Download XLS\u2019 icon at the top of the table to download the data to an Excel file.<\/li>\n<li>Click on the \u2018Download CSV\u2019 icon at the top of the table to download the data to a CSV file.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>You can view reports on customers who are due for a reorder based on their own past ordering pattern. This way you know exactly who to call to win back business before it is lost. Log in to the Onsight<span class=\"ellipsis\">&hellip;<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"_links":{"self":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4968"}],"collection":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/comments?post=4968"}],"version-history":[{"count":1,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4968\/revisions"}],"predecessor-version":[{"id":4969,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/posts\/4968\/revisions\/4969"}],"wp:attachment":[{"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/media?parent=4968"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/categories?post=4968"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.onsightapp.com\/user-guide\/wp-json\/wp\/v2\/tags?post=4968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}