In this article, I cover how to:

  • Count transactions by customer

  • Count transactions by customer, per month

For the purposes of this article, I'm going to assume that a direct relationship exists between the table containing your customers (or users) and the table containing your transactions. If that's not the case, just reach out and we'll help 🙂

(1) Counting transactions by customer

  1. Get started by opening the table containing your customers (or users). 

  2. Click the Join button. 

  3. Click the the table containing transactions, which should be in the list of proposed joins.

  4. Click done. Trevor will bring in the data, matching the rows with the relevant customer. 

  5. Important: do you need to filter out incomplete or cancelled transactions? If so, learn how here.

  6. Click the calculate button. The calculate modal will open. 

  7. In the calculations(s) section, click the plus icon and then select count transactions (or whatever the word is for transactions in your database). Don't see this option? Select row count instead.

  8. In the group by section, select customers. Don't see this option? Scroll down until you see the list of columns from the customers table, and then select the ID column.

  9. In the Include other columns section that appears, click the names of any columns you want to include in the results. 

  10. Click Done

All done!

Your results show a list of your customers and a count of the transactions they've made. 

(2) Counting transactions by customer, per month

  1. Follow the instructions above

  2. When choosing your group by options in step 8, add the column containing the date each transaction took place before adding customers

  3. In the date dropdown menu that appears, select month (you can also select day, week, and year).

All done!


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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