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Create custom reports

You can create a custom report in the following ways:

  • By building a custom report using a template.
  • By modifying an existing default report.
  • By duplicating an existing report and modifying it.

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Create a new custom report using a template

You can create a new report using a template as a base for the default filters and data columns that display in the report. The following templates are available to use when creating a new custom report:

Table listing the available report templates and their associated reporting categories.
TemplateCategory
Sales over timeSales
Payments by methodFinances
Taxes collected over timeFinances
Sessions over timeAcquisition
Customers by order valueCustomers

To start, choose the template that best fits the category and purpose for your custom report. You can further edit and customize the custom report after you choose a template.

Steps:

  1. From your Shopify admin, go to Analytics > Reports.
  2. Click Create custom report.
  3. From the Create custom report dialog, add the following information:
    1. Under Report template, select the type of report that you'd like to use.
    2. In the Report title field, give the new custom report a descriptive name.
  4. Click Create custom report.
  5. Add filters and edit columns to display the information that you want.
  6. When you're finished creating the report, click Save report.

Create a custom report by modifying an existing default report

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

Steps:

  1. From your Shopify admin, go to Analytics > Reports.
  2. Click the name of the default report that you want to customize.
  3. Add filters and edit columns to display the information that you want.
  4. Click Save as.
  5. In the Save custom report dialog, enter a descriptive title for the custom report.
  6. Click Save.

Create a custom report by duplicating and modifying an existing report

You can create a duplicate of an existing report to use as a starting point for a custom report, which you can then modify to suit your needs.

Steps:

  1. From your Shopify admin, go to Analytics > Reports.
  2. Click the name of the existing report you want to duplicate and modify.
  3. Click Save as.
  4. In the Save custom report dialog, enter a descriptive title for the new custom report.
  5. Click Save.
  6. Add filters and edit columns to display the information that you want.
  7. Click Save report.

Example of a custom report

You’re an author and to let customers know about your new ebook launch, you’re running multiple social media marketing campaigns (all with the UTM name ebook-launch). In this scenario, you might want to create a new custom report from a template to list the quality of traffic coming from the different social media platforms to help you determine which social media campaigns need adjustment or focus.

Steps:

  1. Click Create custom report.
  2. Give the Report title a descriptive name, and choose the Sessions over time template.
  3. Click Create custom report.
  4. Click the filters icon and apply the following filter: UTM campaign name > is > ebook-launch. This will limit your report to only display sessions driven by your campaigns with the name ebook-launch.
  5. Click the columns icon and select the following columns to display:
    • Bounce Rate
    • Average Session Duration
    • Referrer Name
    • Landing Page Path
  6. Click Save report.

This example report now displays how long visitors are staying on different pages, and which social media platform they’re coming from (such as Facebook, Instagram, or Google). Knowing which page they’re staying on (or not staying on) can inform your marketing decisions.

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