Separate paying customers from test, trial and complimentary stores.

This workflow is for Shopify app teams whose Partner data includes internal shops, complimentary customers, trials or other merchants that should not silently shape commercial reporting.

1. 01An active Marlo workspace with a completed Shopify sync
2. 02Member access to include or exclude an individual customer
3. 03Owner or admin access to save the workspace default
4. 04A selected report date range and currency

1. 01Open Customers and select the merchant
2. 02Confirm the domain, app, plan and timeline identify the intended store
3. 03Record a verified non-commercial classification or choose Exclude manually
4. 04Confirm the yellow excluded badge appears
5. 05Return to Reports and leave Include excluded customers off
6. 06Use Include excluded customers only for a deliberate temporary comparison

Exclusion never deletes the customer, subscription, transaction or lifecycle history. Marlo records the actor and time in the workspace activity log, and an authorised member can reverse the decision. Use the development-store guide for source classifications and overrides.

In Reports or Transactions, set Customer scope to Paying in selected period. A customer qualifies when Marlo finds a positive, non-trial recurring subscription at a range boundary, a positive recurring subscription that starts during the range, or a positive recurring subscription charge during the range.

1. 01Trials do not count as paying
2. 02Zero-value and complimentary plans do not count
3. 03A customer who churned during the range remains in that historical scope
4. 04Manual and confidently non-commercial exclusions remain excluded unless Include excluded customers is enabled
5. 05App, date and currency filters are applied before the result is calculated

1. 01Choose Included customers or Paying in selected period in Reports
2. 02Select Save as workspace default as an owner or admin
3. 03Confirm the success message
4. 04Reload the dashboard and confirm its Customer scope line
5. 05Open Transactions and confirm the same default is selected
6. 06Review Settings → Activity for Default report scope changed

The saved default is applied to dashboards, report queries, transaction exports and read-only MCP unless that request explicitly overrides it. Temporary report changes do not change the workspace default.

Every customer profile shows Paying or Not paying and a dated explanation. The explanation distinguishes an active positive-value recurring subscription or recurring charge from a trial, zero-value plan or missing active billing evidence. This is a reporting definition, not a substitute for your billing ledger.

Transaction CSV exports include a reportScope column. Marlo’s read-only MCP endpoint uses the saved default; an authorised caller can override it with customerScope=included or customerScope=paying.

1. 01Paying status depends on the latest completed Shopify Partner sync
2. 02Currency totals are never silently combined
3. 03Incomplete historical coverage remains flagged
4. 04Payout totals remain team-scoped where Shopify settlement rows cannot be safely assigned to a customer
5. 05Customer exclusions affect reports but do not alter Shopify billing
6. 06Review unexpected changes at merchant level before making commercial decisions