Ambikly Docs

Appearance

Advanced Reports PRO ​

Cohort retention, RFM segmentation, top customers and CSV exports from your order history.

Category: Admin · Enable at: Ambikly → Add-ons → Advanced Reports

What it does ​

Four read-only reports computed directly from your orders and customers — no new tables, no background jobs. Cohort groups customers by first-purchase month and shows net revenue per month since; RFM scores every customer on recency, frequency and monetary value and buckets them into named segments; Top Customers ranks by net spend; Export returns orders or customers for a date range.

Capabilities ​

  • Cohort grid: first-purchase month vs revenue month, netting refunds
  • RFM segments: Champions, Loyal Customers, New Customers, At Risk, Hibernating, Promising
  • Configurable recency, frequency and monetary thresholds
  • Top-customers ranking by net spend (5–100 rows)
  • CSV export for orders or customers, up to 366 days and 5,000 rows per request
  • Readable by the Support Agent (read-only) role, not just admins

Turn it on ​

  1. Make sure Ambikly Pro is active and your license is activated under Ambikly → Settings → License.
  2. Go to Ambikly → Add-ons, find Advanced Reports and switch it on. There is nothing else to install.
  3. Open its settings panel and set the options listed below.

Settings ​

Open the add-on's settings panel from Ambikly → Add-ons → Advanced Reports.

  • Recency bucket days
  • Frequency bucket counts
  • Monetary bucket totals

Where it appears ​

In the admin

  • Cohort retention report
  • RFM segments report
  • Top customers report
  • Orders / customers export

For developers ​

REST routes

  • GET /ambikly-pro/v1/reports/cohort
  • GET /ambikly-pro/v1/reports/rfm
  • GET /ambikly-pro/v1/reports/top-customers
  • GET /ambikly-pro/v1/reports/export

Every route enforces the same capability checks as the rest of the API — see the REST API guide.

Core hooks it listens to

  • rest_api_init

The full list is in the hooks reference.

Questions ​

Which orders count toward these reports? ​

Every order that is not cancelled or failed, with refunds netted out — the same convention the free plugin’s own Reports page uses.

Can I change the RFM thresholds? ​

Yes. Recency days, frequency counts and monetary totals are each a comma-separated list in the add-on settings.

How large can an export be? ​

Up to 5,000 rows, with the date span clamped to 366 days so a single response stays bounded.

Works well with ​

Multi-vendor · CRM Sync

Turning it off ​

Switch the add-on off from Ambikly → Add-ons. Its settings and data stay in the database, so turning it back on restores exactly what you had. A lapsed license pauses it the same way — the store keeps selling on the free core, and nothing is deleted.

PROAdvanced Reports is part of Ambikly Pro

One license covers all 35 add-ons — $199 a year or $549 once for a single site. Nothing here is sold separately.

See pricing →