Filtering and editing your reports

You can filter your reports to display the specific information that you need. You can also add or remove columns in your reports using the Metrics and Dimensions menus in the configuration panel.

Any filters or edits that you apply are temporary, but you can save your filtered and edited reports as custom reports.

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Overview of Shopify Analytics filters

A filter is a statement that must be true for something to pass through it, and everything else is blocked or hidden.

For example, you can use Billing country is Australia as a filter in a sales report. In this case, the report includes only the sales that were made to Australia. All the other sales are left out of the report.

For another example, you can use Billing country is not Australia. If a sales report uses this filter, then the report displays all your sales worldwide, except for any sales in Australia. The Australian sales are left out of the report.

You can use the Filters menu in the configuration panel to filter your report. You can also apply filters by modifying the report's ShopifyQL query.

Components of a filter

A filter is always made up of three components in the following order:

name > operator > values

• The name identifies a specific filter, and corresponds with a column. For example: Billing city.
• The operator compares the values that you specify to the actual data. Depending on the filter that you select, there are a number of operators available to choose from. The is operator requires an exact match, behaving as an equals sign.
• The values are the specific words or numbers that you want to filter on. For example: Australia, or Toronto or New York.

For the example filter Billing country is Australia:

• Billing country is the name
• is is the operator
• Australia is the value

Here are a few more examples of filters:

• Sales channel is Point of Sale: A report that uses this filter includes only Point of Sale orders. Sales through other channels are left out.
• Product type is not Bracelet: A report that uses this filter includes the data for any product, except bracelets.

Using more than one filter

You can set up more than one filter for a report using the Filters menu in the configuration panel. By default, the report's Date range is set up as a filter, but you can click or tap ⊕ to add additional filters to the report.

If a filter has one name component, but has more than one value, then use the one of types of operator, so that data is included in the report if any of the selected values match. For example:

• Billing city is one of Toronto or New York City: In a report with this filter, data is displayed for both Toronto and New York City sales.
• Billing city is not one of Toronto or New York City: In a report with this filter, data is displayed for everything, except Toronto and New York City sales.

If the filters use the is operator and have different name components, then data is included only if all the filters match. For example:

• Billing city is Toronto and Sales channel is Online Store: In a report with these filters, data is included only for sales to Toronto that were made in the online store. Toronto POS sales aren't included. Neither are online store sales to New York.

Filter your reports

You can filter reports to narrow down the information that is included by default. For example, you can add a filter to display only sales for a specific sales channel, or to a specific shipping area.

Some reports can't be filtered.

Steps:

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

2. Click the report that you want to add a filter to.

3. In the configuration panel, click ⊕ in the Filters menu.

4. From the menu, select a filter to add to the report. The filters are grouped by category.

5. Customize your new filter:

   1. Click the default is operator to select a new operator from the list.
   2. Click Add value, and then type any value that you want to filter by or select a value from the drop-down list. The drop-down menu displays values that are relevant to the report and time range, even if those values aren’t currently displayed in the report. If you want to filter by a value that is empty, then select None to indicate that the value isn't applicable.
   3. Click Apply.

6. Optional: If you want to set up more filters, then click ⊕ and set up more of them. If the filters use different name operators, then data is included only if all the filters match.

If you want to save the filtered report for future use, then click Save as, enter a name, and click Save. You can then open your custom report from the Reports page.

Remove filters

If you don't want to use a filter any more, then you can permanently remove it. You can't recover filters, so if you have set up a complex filter, then you might want to save the report with a new name.

To remove a filter, click the trashbin icon beside it in the Filters menu of the configuration panel.

Example: Filter the Sales over time report

The Total sales over time report displays your sales across all your sales channels. You can limit your sales data to your Online Channel only, and display all sales except for the sales of a particular product.

Steps:

1. From the Shopify admin, open the Total sales over time report.
2. In the configuration panel, click ⊕ in the Filters menu.
3. In the Select filter drop-down menu, select Sales channel. You don’t have to select the is operator, because it’s the default.
4. In the Select value field, select Online Store.
5. Click Apply.

The report now includes only sales through the Online Store channel.

You can also filter the data further to include sales in that channel for all but one specific product (for example, Dock Shoes):

1. In the configuration panel, click ⊕ in the Filters menu.
2. In the Select filter drop-down menu for the second filter, select Product title.
3. Click the is operator, and then select is not to exclude a value.
4. In the Select value field, select Dock Shoes.
5. Click Apply.

The report now has both filters. It includes only the sales through the Online Store channel, and excludes the Dock Shoes product.

If this is a one-time use report, then you could print or export it. If you wanted to keep the report for future use, then you could save it as a custom report.

Add or remove columns in your reports

You can add and remove columns in the data table of most reports to include more or less information than is displayed by default. You can add or remove columns by adjusting which metrics and dimensions are included in your report using the configuration panel.

Steps:

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

2. Click the report that you want to customize.

3. Do any of the following actions:

   • To add columns to the data table, use the Metrics or Dimensions menus in the configuration panel and click ⊕. Then, select the column that you want to add.
   • To remove columns from the data table, click the trashbin icon next to the Metric or Dimension that you want to remove.

If you want to save the edited report for future use, then click Save as, enter a name, and click Save. You can then open your custom report from the Reports page.

Example: Add a column to the Sessions by referrer report

If you're referencing the Sessions by referrer report and you want more specific details about your referrers, then you can add Referrer site as a column in the report's data table. Referrer site is a dimension, so you can add it to the data table using the Dimensions menu.

Steps:

1. From the Shopify admin, open the Sessions by referrer report.
2. In the configuration panel, click ⊕ in the Dimensions menu.
3. In the Select dimension drop-down menu, select Referrer site.
4. Click Apply.

The report now displays the column that you added and the site referral data.

Uncustomizable reports

Not every report has the option to be filtered or edited. Uncustomizable reports won't display a filter or columns icon, indicating that the report must include specific data by default. However, you can still set the time ranges for all reports.

The following reports can't be filtered or edited:

• All default reports in the Finance category, except for the United States sales tax report (can edit filters and columns).
• All default reports in the Fraud category.
• All default reports in the Orders category, except for the Shipping labels report (can edit filters and columns) and Shipping labels over time report (can edit filters).
• The Web Performance report.