Create a new data exploration

Creating a new data exploration is available to merchants on all Shopify plans. Using the new Shopify Analytics, you can create a custom report in the following ways:

• Build a custom report from an empty exploration state.
• Modify an existing default report.

Tip

For examples of how to create custom reports, refer to the following articles:

• Customize the customers reports
• Customize sales reports

Create a new custom report from an empty state

You can create a new report from any of the following places in the Shopify admin:

• In Analytics > Reports, click New exploration.
• When customizing the Analytics dashboard, click New exploration in the dashboard library.

Creating a new report begins an empty data exploration. You must add at least 1 metric to begin your data exploration.

Steps:

Desktop

1. From your Shopify admin, go to Analytics > Reports.

2. Click New exploration.

3. Use any of the following tools to build your report:

   • In the ShopifyQL query editor, write a query using ShopifyQL and then click ▹ Run.
   • In the configuration panel, manually select your report data:
     1. In the Metrics menu, click ⊕ to add the first metric to your exploration.
     2. Add additional metrics, dimensions, a comparison, and filters to display the information that you want. You can also click the Visualization menu to select a different visualization for your data.

4. After you create your report, click Save.

iPhone

1. From the Shopify app, tap the … button, and then tap Analytics.
2. Tap Reports.
3. Tap +.
4. Use any of the following tools to build your report:
   • In the ShopifyQL query editor, write a query using ShopifyQL and then tap ▹.
   • Tap the configuration panel icon, and then tap ⊕ to add metrics, dimensions, a comparison, and filters to display the information that you want. Tap the trashbin icon to remove a metric. You can also tap the Visualization menu to select a different visualization for your data.
5. After you create your report, tap Save.
6. In the Save report dialog, give your custom report a name, and then tap Save.

Android

1. From the Shopify app, tap the ☰ button, and then tap Analytics.
2. Tap Reports.
3. Tap +.
4. Use any of the following tools to customize the report:
   • In the ShopifyQL query editor, write a query using ShopifyQL and then tap ▹.
   • Tap the configuration panel icon, and then tap ⊕ to add metrics, dimensions, a comparison, and filters to display the information that you want. Tap the trashbin icon to remove a metric. You can also tap the Visualization menu to select a different visualization for your data.
5. After you create your report, tap ✓.
6. In the Save report dialog, give your custom report a name, and then tap ✓.

Create a custom report by modifying an existing default report

If you modify a default report authored by Shopify, then it's considered a custom report.

Note

Some reports can't be filtered, edited, or duplicated.

Steps:

Desktop

1. From your Shopify admin, go to Analytics > Reports.

2. Click the name of the default report that you want to customize.

3. Use any of the following tools to customize the report:

   • In the ShopifyQL query editor, modify the existing query using ShopifyQL and then click ▹ Run.
   • In the configuration panel, add or remove metrics, dimensions, a comparison, and filters to display the information that you want. You can also click the Visualization menu to select a different visualization for your data.

4. After you modify your report, click Save as.

5. In the Save copy as new report dialog, give your custom report a name, and then click Save copy.

iPhone

1. From the Shopify app, tap the … button, and then tap Analytics.
2. Tap Reports.
3. Tap the name of the default report that you want to customize.
4. Use any of the following tools to customize the report:
   • In the ShopifyQL query editor, modify the existing query using ShopifyQL and then tap ▹.
   • Tap the configuration panel icon, and then tap ⊕ to add metrics, dimensions, a comparison, and filters to display the information that you want. Tap the trashbin icon to remove a metric. You can also tap the Visualization menu to select a different visualization for your data.
5. After you modify your report, tap Save.
6. In the Save copy as new report dialog, give your custom report a name, and then tap Save copy.

Android

1. From the Shopify app, tap the ☰ button, and then tap Analytics.
2. Tap Reports.
3. Tap the name of the default report that you want to customize.
4. Use any of the following tools to customize the report:
   • In the ShopifyQL query editor, modify the existing query using ShopifyQL and then tap ▹.
   • Tap the configuration panel icon, and then tap ⊕ to add metrics, dimensions, a comparison, and filters to display the information that you want. Tap the trashbin icon to remove a metric. You can also tap the Visualization menu to select a different visualization for your data.
5. After you modify your report, tap ✓.
6. In the Save copy as new report dialog, give your custom report a name, and then tap Save copy.