Understanding your dashboard analytics and reports
Rivo Analytics helps you track the business impact of your loyalty, referral, VIP, and account programs. This guide explains what each section covers, how key metrics are calculated, and what to expect from CSV exports.
✨ Analytics and reports are available on paid plans.
Analytics sections you may see
Open Analytics in the left sidebar.
Most stores see:
Dashboard
Loyalty
VIP Tiers
Referrals
Accounts
You may also see:
Benchmarks (if your store category is set)
Memberships (if memberships are enabled)
Cashback (if cashback is enabled)
Some pages can show a processing banner while data is still being prepared.
Date range and comparison controls
Most analytics pages include:
Date range picker
Comparison : No comparison, previous period, or previous year
Time grouping (on report pages): Daily, weekly, or monthly
Use the same date range across sections when you want apples-to-apples comparisons.
VIP and membership tier counts over time
If you’re reporting on tier counts, it’s important to know which metrics are snapshots and which are trends.
What you can see in Analytics today:
On Analytics > VIP Tiers and Analytics > Memberships , Customers In Tiers is a point-in-time snapshot at the end of your selected date range.
The Breakdown under that card is the same end-date snapshot, split by tier.
VIP Tier Entries shows how many customers entered each VIP tier during the selected range (entries over time), not active tier counts on each day/week/month.
On Analytics > Memberships , New Members Added trends new membership subscription activity during the selected range, not active members-by-tier over time.
The Memberships page may also include a member scope picker, such as All members , With subscription , and With active subscription .
What is not available in-app today:
A built-in daily/weekly/monthly trend chart of active customers in each tier over time (for VIP tiers or membership tiers).
Common metric definitions (with formulas)
Dashboard
Rivo Orders
Orders identified through Rivo discount or referral activity. If retention revenue is enabled for your store, Rivo email-attributed orders may also be included.
Rivo AOV
Average value of Rivo-attributed orders, excluding zero-value orders.
Formula:
Rivo AOV = total value of Rivo-attributed orders ÷ count of Rivo-attributed orders
Rivo Revenue % of Total
This dashboard card is labeled as revenue percentage, but it shows the share of order volume attributed to Rivo versus all order volume in the same date range.
Formula:
Rivo Revenue % of Total = Rivo-attributed order count ÷ total order count × 100
Total Revenue Generated
Revenue from orders attributed to Rivo activity. The dashboard can break this into categories such as incentivized revenue, retention revenue, conversion revenue, referral revenue, membership revenue, redeemer repeat purchase revenue, wallet pass revenue, or favorites revenue depending on your enabled Rivo products and settings.
An order can have more than one attribution category. For example, the same order may be connected to both referral activity and widget activity. In the total revenue card, Rivo counts the order once so the total is not double-counted.
Customer LTV
Average revenue per unique customer in your selected time window.
Formula:
Customer LTV = total revenue ÷ unique customers
Loyalty
Loyalty Attributed Revenue
Revenue from orders attributed to Rivo activity on the Loyalty analytics page. This can include several attribution categories depending on your enabled products and settings.
Loyalty Attribution Rate
How much of total store revenue came from loyalty-attributed revenue.
Formula:
Loyalty Attribution Rate = loyalty-attributed revenue ÷ total store revenue × 100
Points Redemption Rate
How much of earned balance was spent in the selected period.
Formula:
Points Redemption Rate = spent balance ÷ earned balance × 100
Outstanding Earnings
Balance currently outstanding or net balance movement, depending on the report view you choose. Earned, spent, refunds/reversals, and expirations all affect this number.
Redeeming Member
A loyalty program member who has redeemed a reward by the date used for that metric.
Non-Redeeming Member
A loyalty program member who has not redeemed a reward yet.
Non-Member
A customer who is not counted as a loyalty program member for that metric.
For order and revenue analytics, these labels are based on the customer’s loyalty status at the time of the order. For customer-count breakdowns, they are based on the customer’s status by the end of the selected date range.
No Tier
A loyalty member who is included in VIP analytics but was not assigned to a VIP tier for the selected metric. This is different from Non-Member , which means the customer was not counted as a loyalty program member for that metric.
Referrals
Claim Rate
Percent of non-blocked referrals that were claimed.
Formula:
Claim Rate = claimed referrals ÷ non-blocked referrals × 100
Conversion Rate
Percent of claimed referrals that completed a purchase.
Formula:
Conversion Rate = completed referrals ÷ claimed referrals × 100
New Customers Acquired
Completed referrals in the selected range.
Accounts
New Activated Accounts
Accounts activated during your selected date range.
Email Code Logins
Total email-code login attempts, verified logins, verification rate, and average time to verify.
Auth and Auto Login metrics
Google login and auto-login metrics include total and unique users.
Total Activation Analytics
Lifetime account activation metrics that do not change when you adjust date range.
Reports and CSV exports
Use View Report where available to open detailed report pages.
On supported report pages, click Export to request a CSV by email.
Current CSV exports support:
Outstanding Earnings report
Rivo Orders report
Rivo AOV report
Returning Customer Revenue report
Customer LTV reports
Export options and limits
Delivery : exports are emailed after processing
Grouping : “Date” and “Customer” options are shown in export modal
Customer grouping currently applies to Outstanding Earnings exports
Other supported report exports are time-series exports
The Outstanding Earnings report includes additional filters such as VIP tier, loyalty status, view mode, and optional export fields
Workaround for historical tier counts by tier
If you need historical by-tier reporting outside the current in-app snapshots:
Go to Settings > CSV Exports
In Data Type , choose VIP Tier Logs or Membership Tier Enrollments
Select your date range and export
These exports include historical and current records, including tier names and start/end timestamps, so you can build active-by-tier trend reports in your BI tool or spreadsheet.
Why CSV exports can be delayed
Most exports arrive quickly, but larger requests can take longer. Common reasons:
Very large date ranges
High order/customer volume
Customer-level grouping on large datasets
Temporary processing queue load
If an export takes unusually long, reduce the date range and try again. If it still does not arrive, contact support and include the metric and date range.
Scheduling and API availability
Can I schedule recurring analytics exports?
Not from the Analytics export modal today. Exports are currently one-time requests.
Can I pull Analytics metrics from a public API?
There is not a self-serve Analytics metrics API endpoint in the merchant dashboard today. For automated reporting workflows, use CSV exports and contact support for best-practice options.
FAQ
Do all metrics have a report page with export?
No. Export is available only on specific report pages.
Why do some charts or sections look different between stores?
Analytics sections can vary based on your enabled products and settings.
Why don’t my tier count snapshots match my tier-entry trend?
They measure different things. Customers In Tiers is a snapshot at the end of the selected range, while VIP Tier Entries and similar trend cards count events that happened during the range.
Why does my “Total Activation Analytics” not change with date range?
Those are lifetime metrics and are intentionally not date-range filtered.
Why does Rivo revenue not exactly match my Shopify reports?
Rivo analytics are attribution reports, not a replacement for Shopify financial reports. Shopify reports are the source of truth for total store sales, refunds, taxes, discounts, shipping, and accounting reconciliation. Rivo reports show the subset of activity Rivo can attribute to loyalty, referral, account, membership, cashback, or onsite interactions.
Common reasons the numbers differ:
Shopify reports may include every order, while Rivo dashboard metrics include only orders in the selected Rivo metric.
Some Rivo revenue categories are enabled or disabled by your program settings.
Rivo may count an attributed order once in total revenue even when the order appears in more than one attribution category.
Filters, date ranges, time zones, order status, refunds, taxes, shipping, and gift card or store credit handling can differ between reports.
For reconciliation, use the same date range and time zone in both tools, compare order-level exports where possible, and treat Rivo attribution reports as a program-performance view alongside Shopify’s financial reporting.
What should I use for a custom Rewards dashboard in BI tools?
Use CSV exports with consistent date ranges and compare like-for-like metrics (for example, Rivo Orders and Rivo AOV from the same period and grouping).