Reports sometimes provide you with too much information or lack of the data that you want to see for specific cases then you can edit the report by yourself on Shopify. However, be noted that you must be on Advanced Shopify or higher to save an adjusted report and reopen it later. If you are on Shopify plan, you can edit the report and print or export but cannot save it. Hence, if you want to adjust your report, check this writing and you will know how to add or remove columns in your reports on Shopify.
Sign in your Shopify account and go to
Analytics. It will automatically move to
Dashboards section that you can pick a report here. If you cannot find the report you want to choose in
Dashboards, you can click on
Reports to view all of your reports and look up for the one you need.
If you have opened a report, you will see the statistics and data on the display. Above the table of statistics, there are two buttons,
Manage filters and
Edit columns. Press on the
Edit columns button on the right side of the page. For example, the picture below describes the display of my
Sales over time report and you can see that I put the
Edit columns button in the red rectangular. That button will be in the same position in your report then find and press on it.
After clicking on that button on step 2, a drop-down list will appear that includes available columns for adding and removing purposes. You will see that some have checkmarks while others do not. The ones with checkmarks are columns chosen by default. If you want to change what you will see, put a tick on the column you want to present and untick the one you want to disappear. It doesn’t mean that you have to draw a tick but you need to press on the option that you want to change its appearance.
Follow my example in step 2, I want to see the
Fulfillment status of the order in
Sales over time, it means that I have to add the
Fulfillment status column in my report. Hence, I will select
Fulfillment status from the columns list. After choosing, wait for the system to update the new column information and I will get the result as:
If you use the report for now, you can print or export it. In case you want to use it in the future, you can save it only if you are on Advanced Shopify plan or higher.
To sum up, this writing has given you the guideline of how to add or remove columns in your reports on Shopify. I also provide you with the example for a specific situation and the related photos for it to help you understand what you have to do. It seems to be long and complicated in words but the process is quite simple in actual and there are just three steps in total. Thank you for reading until the end and hope that you can practice this process smoothly as well as gain some benefits from this topic.