How to Create Custom Shopify Reports

Shopify provides a variety of built-in reports to help you track your store's performance. However, sometimes you may need more specific data that is not available in the default reports. In such cases, creating custom reports can be a great solution. Here's how you can create custom Shopify reports to suit your business needs:

Step 1: Define Your Reporting Needs

Before you start creating custom reports, it's important to clearly define what data you want to track and analyze. Consider the key metrics that are important for your business, such as sales performance, customer behavior, inventory levels, etc. This will help you determine the specific data points that need to be included in your custom reports.

Step 2: Install a Reporting App

Shopify offers a variety of reporting apps that can help you create custom reports easily. Some popular reporting apps include Data Export, Better Reports, and EZ Exporter. Install the app that best fits your reporting needs and follow the app's instructions to set it up.

Step 3: Customize Your Reports

Once you have installed a reporting app, you can start customizing your reports. Most reporting apps allow you to select the data fields you want to include, apply filters to narrow down the data, and choose the format in which you want the report to be generated (e.g., CSV, Excel, PDF).

Step 4: Schedule and Automate Reports

To make the most of your custom reports, you can schedule them to be generated automatically at regular intervals. This will save you time and ensure that you always have up-to-date data at your fingertips. Set up a schedule within the reporting app to receive the reports via email or have them saved to a designated folder in your Shopify dashboard.

Step 5: Analyze and Act on the Data

Once you have your custom reports in hand, it's time to analyze the data and draw insights that can help you make informed decisions for your business. Look for trends, patterns, and outliers in the data that can guide your marketing strategies, inventory management, and overall business operations. Use the data to identify areas for improvement and take action accordingly.

Conclusion

Creating custom Shopify reports can provide you with valuable insights into your store's performance and help you make data-driven decisions to grow your business. By following the steps outlined above, you can easily set up custom reports that are tailored to your specific reporting needs. Take advantage of the reporting apps available on the Shopify App Store to streamline the process and make the most of your data.