Here are a few things you might want to do:

And lots more. 

I'll take you through some of these in this article, to give you an idea of the various ways you can summarise your users in Trevor.

Get started

Head to your transactions table.

As a reminder, each row in this table, in theory, represents a transaction (e.g. a sale, a booking, an order etc). 

 🧐 Important

In most businesses, a transaction can have varying states, such as:

  • in progress
  • complete
  • cancelled
  • refunded
  • deleted etc. 

Before counting transactions, you should decide which ones you're interested in and create a filter to isolate them. 

(E.g. learn how to look up just the cancelled transactions here).

(1) Count all transactions.

  1. Click the calculate button.
  2. In the calculation(s) section, click the plus icon.
  3. The first option will either be count(name_of_table) or simple row count. If the former is available, select that. Otherwise, the latter should be fine (assuming each row represents a unique customer).
  4. Click done

(2) Count transactions per day / week / month

This assumes you have a transaction date (it may be called created_at, or something similar).

  1. Follow steps 1-3 in the count all transactions method above. 
  2. Click the plus icon in the group by section (in the bottom left of the calculate modal).
  3. You'll see a list of the columns in your transactions tables. 
  4. Select the one that represents the date a transaction occurred.
  5. In the dropdown that appears, select day (you can also select week, month, or year). 
  6. Click done.

E.g. Count transactions by month

(3) Count transactions by some or multiple characteristics

  1. Follow steps 1-3 in the count all transactions method above. 
  2. Click the plus icon in the group by section (in the bottom left of the calculate modal).
  3. You'll see a list of the columns in your transactions tables. 
  4. Select the ones you're interested in. Trevor will count the transactions and break the results down by the columns you've selected.
  5. Click done.

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Have a question?

We're on standby to help! To chat with us, click the blue Intercom button in the bottom right of Trevor's interface.

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