Custom reports

If you're on the the Advanced Shopify or Shopify Plus plan, then you can modify default reports and create custom reports using Shopify's filtering and editing features. Custom reports look similar to other Shopify reports, but use filters to show the exact data that you need:

  • To modify a default report, customize it by adding filters and editing columns, and then click Save as and give the report a name.

  • To modify a custom report, customize it and then click Save report. Alternatively, you can click Save as to create a duplicate of the custom report with a different name.

Your store staff can see all the reports that you modify or create, and they can duplicate and modify those reports.

To create a custom report from scratch:

  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 filtering and editing.

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

Your report is displayed on the Reports page of your Shopify admin in the Custom reports section:

New report

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