Change Log

October 2023

• Improved Order File Filtering

One request we've received recently is to add more order file filtering options when scheduling a report. Although you can remove any order lines you wish from your CSV file before uploading it to us, we appreciate that manually editing large CSV files can be problematic.

RFM Calc has always had the ability since launch to filter orders based on the Customer ID (including wildcard matches) and Order Status columns, however we have now added a new filter option for Order Channel (e.g. to filter offline orders, although it can be used to filter any column you choose) and also the ability to filter all orders by date. This means you can easily select a time period of orders from your file, rather than reporting on the entire range of uploaded orders.

All filtering options can be set on a per report basis, and all options can be saved against your project so they are automatically pre-populated next time you schedule a report.

• Streamlined Report Scheduling

We have improved the report scheduling process by spliting it into small, easy to digest stages which can more easily be navigated.

September 2023

• Improved Year by Year Reporting

We've added more year by year reports to the suite and highlighted if less than 12 months of valid data is present for a particular year.

June 2023

• Simplified Account Plans

To simplify our account plan offering, we have deprecated our rarely purchased 'Micro' account plan; this is now no longer available to new users.

April 2023

• Improvements to Uploaded Order Data Processing

New project setting to allow the order date column to be interpreted as a numeric Unix Timestamp (e.g. 1336924380).

New detection of non-ASCII order file column headings to prevent these from being selected during the report scheduling process.

September 2023

• Improved Year by Year Reporting

We've added more year by year reports to the suite and highlighted if less than 12 months of valid data is present for a particular year.

June 2023

• Simplified Account Plans

To simplify our account plan offering, we have deprecated our rarely purchased 'Micro' account plan; this is now no longer available to new users.

April 2023

• Improvements to Uploaded Order Data Processing

New project setting to allow the order date column to be interpreted as a numeric Unix Timestamp (e.g. 1336924380).

New detection of non-ASCII order file column headings to prevent these from being selected during the report scheduling process.

March 2023

• Auto Detect Common Ecommerce Platform Order Files

RFM Calc can now auto detect the most popular ecommerce platforms based on the order file you import, and provide the option to auto apply recommended column mappings.

• Report Generation Performance Improvements for Large Data Sets

Several optimisations have been made for reports generated using large data sets; in particular reports with multiple custom columns defined will now generate considerably faster than previously.

January 2023

• Lifetime Value by First Order Value Reporting

Does a high revenue first order always mean a greater lifetime value? Now you can definitively see by looking at the lifetime value of customers based on the value of their first order.

• Total Repeat Order Spend vs Weeks Since Previous Order Reporting

This report gives an incredibly powerful overview of revenue from repeat customer orders versus weeks since the customer's previous order was placed. See instantly how quickly repeat order revenue is generated for your ecommerce store.

• Exclude Report Sections in Project Settings

You can now exclude selected report sections in the project settings for any project. This will reduce the load time for any reports generated.

• Improved Report Styling

We've improved some elements of the final HTML report to make it easier to navigate, particularly for reports with large data sets.

September 2022

• Custom Columns Added to Customer CSV

All custom columns are now included in the Customer CSV file (as well as the generated report) and feature the value of the custom column on both the first and last order each individual customer placed.

May 2022

• Revenue by Location Reports

We've added new revenue by location reports to allow you to visualise revenue at both country and region level.

March 2022

• Custom RFM Segments

As well as generating data around our standard RFM segments, we have added functionality to generate powerful custom RFM segments. These can be defined easily on a per project basis for any project and will then be used to generate a variety of RFM reports.

• FTP Server Integration

As some users upload large files with millions of data rows, we have added an FTP server upload option. This allows you to pull any order file directly from your FTP server without needing to upload it via your browser. FTP settings are defined on a per project basis.