Create Custom Shopify Reports With These Simple Steps

By 

Kelli Harris

 on July 30, 2022. 
Reviewed by 

Joel Taylor

A hand holding a phone, with the green Shopify logo displayed against a white background on the screen. In the background of the image, we see the Shopify logo in white, displayed against a green background

Are you looking for ways to get more insights out of your Shopify data? If so, you might want to consider creating custom reports. Custom reports can help you track and analyze your Shopify data in ways that are specific to your business needs.

Much like Google Analytics custom reports, you can edit and save different types of reports in Shopify. the only caveat is that you have to be on the Advanced Shopify or Shopify Plus plan. If your store is on the Basic Shopify or Shopify Standard plan, then you cannot change the format of existing reports or create custom reports.

How to Create Custom Shopify Reports

To create a custom Shopify report, follow these easy steps:

  1. Go to your Shopify admin, then select Analytics > Reports
  2. Select Create custom report
  3. Navigating from the Choose starting point dialog, choose the type of report that best suits your business needs
  4. Name your report under Title
  5. Hit Create custom report
  6. Customize your new report by filtering and editing
  7. Once you have completed creating the report, select Save report

You can find your report on the Reports page of your Shopify admin, under Custom reports.

Types of Custom Reports That You Can Create

You can modify default reports and turn them into custom reports. A custom report looks like any other Shopify report but uses filters to create Shopify KPI results that suit your business goals.

To modify a default report, add filters and editing columns to see just the information you want. Then save the report as a custom one.

To modify a custom report, simply add filters and edit the columns. Then click Save report.

Shopify Analytics is Shopify’s built-in data dashboard where you'll find several reports that display information about your store. Here are the types of reports available in Shopify analytics:

  • Acquisition reports Provides information about how your customers came to the site, including referrals and location.
  • Inventory reports A Shopify inventory report helps you monitor the available inventory as well as gives you insight into which items sell best and which ones don't.
  • Behavior reports Gives you data that helps you understand your consumers' shopping behaviour and conversion rate. You can also pull a bounce rate report to see where shoppers are dropping off.
  • Marketing reports Here you can evaluate the results of your marketing campaigns and which channels are generating more sales.
  • Customers reports Learn who your customers are and get data on how they interact with your online shop.
  • Finances reports  This report presents an overview of product sales, payments, liabilities, and actual profit.
  • Orders reports Provides information about fulfillment, such as the volume of orders placed, shipped, delivered, or returned. 
  • Profit reports Gather insights into your profits as well as profit margins. 
  • Retail Sales reports This provides data on sales done offline, in physical stores.
  • Sales reports These provide detailed information ( gross sales, shipping, taxes, etc) about your store’s sales performance over a given period of time.
  • Product Analytics See a detailed view of how your products have performed over the last 90 days.

Conclusion

Although custom Shopify reports can be extremely beneficial, you should also consider adding Google Analytics to Shopify for a far more in-depth review of your store's analytics.

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