Advanced reporting features

With advanced reporting features, you can take the default reports you see in your Reports page and make custom reports.

Note

The advanced reporting features on the Reports page are available only if your store's on the Advanced Shopify or Shopify Plus plan.

Selecting dimensions and metrics

Each type of report (for example, Product sales, Order sales, or Payments) has a set of dimensions and metrics that can be selected.

Dimensions

Dimensions reflect the data from your Shopify store that appears in the current report. Each report type has different dimensions you can view, add, or remove using the Report dimensions drop-down menu:

Report dimensions

A report must have at least one dimension selected. Adding more dimensions creates a more detailed report according to the dimensions you select. For example, the Sales by product report displays Product type, Vendor, and Title by default. You can then add the Variant SKU dimension to make the report more detailed.

Metrics

Metrics are calculated amounts, such as totals and counts, that are based on the selected date range for the report. You can select metrics for a report with the Report metrics drop-down:

Report metrics

As with dimensions, each report type has certain metrics (a report must always have at least one metric).

Filtering reports

You can filter any dimension column in a report, which will regenerate the data to match the filters you apply.

You can also add multiple filters to a report. When filtering a single dimension multiple times, an OR operator is used. For example, if you apply two different Type filters — like Bags and Coats — to the Products category, the report will display the separate totals for all items of those two types:

Reports filters products

Active filters are displayed in the Filters drop-down menu:

Active filters example

When applying filters to two or more different dimensions, an AND operator is used between them. For example, if you filter the Products category using two different dimensions — like Product type and Product vendor — the report will display the totals only for items that matched both dimensions:

Reports filters product vendor

Both filters must be satisfied for these products to be displayed.

Creating reports

If you would like to see reports other than the reports that are available by default, you can either duplicate and customize existing reports or create new reports. Your store staff can see the reports that you create and they can duplicate and modify those reports.

There are some differences between default and custom reports:

  • Default reports: you can click Duplicate or Save in the header of a report page to create a new report. Both options will create and save a new report (with a name that you give) based on the default report. However, when you click Save, you will save any modifications that you made to the default report.
  • Custom reports: as with default reports, you can click Duplicate to create a new report (with a name that you give) based on the last saved version of the report. When you click Save, you will save any changes made to the report. If you leave the report without clicking Save, you will lose any changes that you made.

To create a report:

  1. From your Shopify admin, click Reports (or press G R):

    Reports

  2. Click Add report.

  3. Select the type of report you'd like to start with from the dialog, give it a name, then click Add report:

    Click add report in the dialog
  4. When you're finished building the report, click Save.

Did you know?

If you want to print or delete the report, you can do so by clicking on the ... button and selecting the option.

The report will be displayed as a separate report on the Reports page of your Shopify admin:

New report

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