Managing custom reports

Note

Custom reports are available to stores on the Advanced Shopify plan or higher.

After a custom report is created, you can modify the details about the report as necessary.

View custom reports

Custom reports that have been created and saved display in the list on the Reports page of your Shopify admin.

Tip

You can pin your most-used reports to the top of the reports list to make them easy to find. Click the pin icon at the end of the row with the report name to make that report always display at the top of the list.

Filter a list of custom reports

All custom reports are considered to be user generated, as opposed to being authored by Shopify. The name of the staff member who created the report is listed as the author in the Author column of the Reports list.

You can display a list of only your custom reports when you filter the list by Authors and then select only Users. If applicable, you can then filter the list down further by the staff member who authored the report.

Note

Up to 250 custom reports are displayed on the Reports page at one time. You can create more than 250 custom reports, but only the top 250 most recently viewed are displayed in the list. If you commonly work with more than 250 custom reports, then you can export your reports or store the unique report URLs externally, so that you can view and access the full list whenever you want.

Staff permissions for custom reports

Any store staff with the Analytics permissions can access all the reports that you modify or create, and they can duplicate and modify those reports.

Learn more about staff analytics permissions.

Edit a custom report

The filters and column data in a custom report can be modified at any time, even after the report has been created.

Learn how to filter and edit your reports.

Steps:

Desktop

1. From your Shopify admin, go to Analytics > Reports.
2. Click the name of the custom report that you want to edit.
3. Adjust filters and edit columns to display the new information that you want.
4. Click Save report.

Rename a custom report

Desktop

1. From your Shopify admin, go to Analytics > Reports.
2. Click the pencil icon next to the name of the custom report that you want to rename.
3. In the Rename report dialog, enter the new name for the report.
4. Click Save.

Delete a custom report

Deleting a report cannot be undone.

Desktop

1. From your Shopify admin, go to Analytics > Reports.
2. Click the trash can icon next to the name of the custom report that you want to delete.
3. Confirm that you want to delete the report, and then click Delete.