Filtering and editing your reports

If your store is on the Basic Shopify plan or higher, then you can filter your reports to show the specific information you need. You can also add or remove columns in your reports.

If your store is on the Advanced Shopify plan or higher, then you can save your filtered and edited reports or create custom reports from scratch. If your store is on the Shopify plan, then any filters or edits that you apply are temporary.

Note

You can filter and edit all the reports, except for the Finance reports.

If you want to filter a custom report based on tags, consider using a reporting app from the Shopify app store.

Filters overview

You can think of a filter as being like a mathematical expression that uses numbers or words. Here’s an example:

Billing country is Australia

If a sales report uses this filter, then the report shows only your sales that were made to Australia. All the other sales are left out of the report.

The filter is shown above the report's data.

Here’s a second example:

Billing country is not Australia

If a sales report uses this filter, then the report shows all your sales worldwide, except for any sales in Australia. The Australian sales are left out of the report.

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, like 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:

• Sale channel name kind is Online Store A report that uses this filter shows only Online Store sales. Sales through other channels are left out.

• Product type is not Bracelet A sales report that uses this filter shows the sales for any product, except bracelets.

Using more than one filter

You can set up more than one filter for a report:

• If a filter has one name component and uses the is operator, but has more than one value, then data is included in the report if any of the values match. For example: Billing city is Toronto or New York City. In a report with this filter, data is shown for both Toronto and New York City sales.

• If a filter has one name component and uses the is not operator, with more than one value, then data is included in the report if none of the values match. For example: Billing city is not Toronto and New York City. In a report with this filter, data is shown 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 name is Online Store In this example, data is included only for sales to Toronto that were made in the online store. Toronto POS sales are not included. Neither are online store sales to New York.

Filter your reports

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

Note

Although you can filter any report other than Finance reports, to save a filtered report your store needs to be on the Advanced Shopify plan on higher. For example, if your store is on the Shopify plan, then you can filter a report and print or export it, but you can’t save the filtered report and reopen it later.

Steps:

1. Open a report.

2. Click Manage filters.

3. Click Add filter.

4. From the drop-down list, select a filter. The filter are grouped by category.

5. Set up the filter:

   1. Beside the field, select an operator.

   2. In the search area, type any value that you want to filter by or select a value from the drop-down list. The drop-down list shows 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 N/A to indicate that the value is not applicable.

      You can specify more than one value. If a filter uses the same name operator, then data is included in the report if any of the values match.

   3. If you want to set up more filters, then click Add filter and set up more of them. If the filters use different name operators, then data is included only if all the filters match.

6. Click Apply filters.

If you want to save the filtered report for future use and your store is on the Advanced Shopify plan or higher, then click Save as, enter a name, and click Save. You can then open your report from the Custom reports section on the Reports page.

If your store is on the Shopify plan, then you can print or export your filtered report, but you can’t save it.

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, you might want to save the report with a new name.

To remove a filter, click the X beside it.

Example: Filter the Sales by month report

The Sales by month report displays your sales across all your sales channels. You can limit your sales date to your Online Channel only.

Steps:

1. Click Manage filters.

2. Click Add filter.

3. In the drop-down list, select Sales channel name.

4. In the Search field, start typing online, and then select Online Store. You don’t have to select the is operator, because it’s the default.

5. Click Apply filters. The report now shows only sales through the Online Store channel. The filter is shown above the graph, and the number of active filters is shown below the date range. If you want to filter the data further to show sales in that channel for all but one specific product, then:

6. Click Manage filters.

7. Click Add filter.

8. In the drop-down list for the second filter, select Product title.

9. In the Search field, start typing the name of the product and select it when it appears. In this example, the product is Dock Shoes.

10. Select is not to exclude this product.

11. Click Apply filters.

The report now has both filters. It shows 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, and your store was on the Advanced Shopify plan or higher, then you could save it.

Add or remove columns in your reports

You can add and remove columns in most reports to show more or less information than is shown by default.

Note

Although you can add and remove the columns in reports other than Finance reports, to save an edited report your store needs to be on the Advanced Shopify plan on higher. For example, if your store is on the Shopify plan, then you can add a column to a report and print or export it, but you can’t save the edited report and reopen it later.

Steps:

1. Open a report.

2. Click Edit columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

If you want to save the edited report for future use and your store is on the Advanced Shopify plan or higher, then click Save as, enter a name, and click Save. You can then open your report from the Custom reports section on 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, click Edit columns, and then select Referrer site.

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

If this is a one-time use report, then you can then print or export it. If you want to keep the report for future use and your store is on the Advanced Shopify plan or higher, then you can save it.