Filter and edit your reports

You can filter your reports to display the specific information you need. You can also add or remove columns in your reports. Any filters or edits that you apply are temporary.

If your store is on the Advanced Shopify plan or higher, then you can save your filtered and edited reports as custom reports.

Filters overview

A filter is a statement that must be true for something to pass through it, and everything else is blocked or hidden. Here’s an example: Billing country is Australia. If a sales report uses this filter, then the report includes only the sales that were made to Australia. All the other sales are left out of the report.

Here’s a second example: 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.

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 includes only Online Store sales. Sales through other channels are left out.
  • Product type is not Bracelet A sales report that uses this filter includes 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 displayed 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 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 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 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.

The filter is displayed above the report's data. Some reports can't be filtered.

Steps:

  1. Open a report.
  2. Click the filter icon to open Manage filters.
  3. Click Add filter.
  4. From the drop-down menu, select a filter. The filters are grouped by category.
  5. Beside the Select filter field, select an operator.
  6. 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 menu displays values that are relevant to the report and time range, even if those values aren’t currently displayed in the report.
    • Optional: If you want to filter by a value that is empty, then select N/A to indicate that the value isn't applicable.
    • Optional: 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.
  7. Optional: 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.
  8. 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, then you might want to save the report with a new name.

To remove a filter, click the X beside it.

Example: Filter the Sales over time report

The 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. Click the filter icon to open the Manage filters dialog.
  2. Click Add filter.
  3. In the Select filter drop-down menu, select Sales channel name. You don’t have to select the is operator, because it’s the default.
  4. In the Search field, type Online Store. Select the Filter on 'Online Store' box.
  5. Click Apply filters. The report now includes only sales through the Online Store channel. The filter is displayed above the graph, and the number of active filters is displayed below the date range.

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

  1. Click the filter icon to open the Manage filters dialog.
  2. Click Add filter.
  3. In the Select filter drop-down menu for the second filter, select Product title.
  4. Select is not to exclude this product.
  5. In the Search field, type Dock Shoes. Select the Filter on 'Dock Shoes' box.
  6. Click Apply filters.

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, and your store was on the Advanced Shopify plan or higher, then you could save it as a custom report.

Add or remove columns in your reports

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

Steps:

  1. Open a report.
  2. Click the columns icon to search for columns. A drop-down menu displays the columns that you can add or remove. The columns that are included by default have a checkmark.
  3. Select the columns you want to add. Deselect 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 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 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.

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.
  • The Online store cart analysis report.
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