Custom reports

If you're on the the Advanced Shopify or Shopify Plus plan, then you can create custom reports that use Shopify's advanced reporting features. Custom reports show similar information to the other Shopify reports, but with any additional filters, dimensions, and metrics that you add to see the exact data that you need.

If you want 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. Click Create custom report:

    Create custom report button

  2. From the Choose starting point dialog, select the type of report that you'd like to start:

    Choose starting point dialog
  3. If you want to give the report a descriptive name, then enter it under Title.

  4. Click Create custom report.

  5. Customize your new report by adding filters, dimensions, and metrics, as described in the advanced reporting features:

    Custom report page

  6. When you're finished building the report, click Save.

Tip

If you want to print, rename, or delete the report, then click the ... button and select the option.

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

New report

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