Filtering and editing your reports

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

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, 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:

Example of a filter

Here’s a second example:

Billing country is not Australia

If a sales report uses this filter, the report shows all your sales world-wide 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. Currently, two operators are available: is and is not. 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 or 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, 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.

To filter a report:

  1. Open a report.

  2. Click Manage filters.

  3. Click Add filter:
    Add filter button
  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 the operator is or is not.
    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, select Filter on empty.

      You can specify more than one value. If a filter uses the same name operator, 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, 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 you are on the Advanced Shopify plan or higher, 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 you are on the Shopify plan, 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, 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.
Billing city is Toronto or New York

Example: Filter the Sales by month report

Suppose you have the following default Sales by month report:

Default Sales by month report

The report shows your sales across all your sales channels, but you want to show data for your Online Store channel only. You do the following steps:

  1. Click Manage filters.

  2. Click Add filter.

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

    Filter is applied

    Next, you want to filter the data further to show sales in that channel for all but one specific product. You continue with the following steps:

  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.
    Filter out the dock shoes
  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, you could then print or export it. If you wanted to keep the report for future use, and were on the Advanced Shopify plan or higher, 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.

To edit the columns in a report:

  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 are on the Shopify Advanced or higher plan, 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 Visitors by referrer report

Suppose you have the following default Visitors by referrer report:

Visitors by referrer report

You want to see more specific details about your referrers. You click Edit columns and then select Referrer site.

Referrer site column

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

Referrer site column added

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

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