How to custom reports on Shopify

custom
reports

In the previous writing about how to view your sales reports, I’ve mentioned the report and its important role in your business. You may view it frequently and there comes a time you want to modify the report or create a custom report.

The custom reports are custom report metrics, which means you can build your own report templates. They can be powerful, optimized and more detailed than the report templates from Shopify. Creating a custom report can help you focus on the indicators you want to track and view advanced metrics based on your own formulas, or layout structure in a way which is easier for you to see.

Therefore, I recommend you to follow these easy steps below to custom reports.

How to custom reports

To custom reports on desktop

Step 1: Go to Reports

After logging in your Shopify account, click on Analytics which is on the left-hand side of the screen. It will automatically go to the first section called Dashboard. Make sure that you take a look at the second section Reports and tap on it.

how to custom reports

Step 2: Click Create custom report

Afterward, you access the Reports page. Look at the top of the page and make sure to click on the Create custom report button.

how to custom reports

Step 3: Choose the report

In this step, you will work with your own thoughts. A small dialog named Choose starting point will come out. As its name, it is to choose the kind of report you want to start with. Tap on the name of the report. For example, I choose Sales over time by clicking it.

how to custom reports

Step 4: Enter a descriptive name

You can change its name into a descriptive name you expected by entering it under the Title section.

how to custom reports

Step 5: Click Create custom report

To create the custom report, select the Create custom report button. Then, the report will be turned into a custom report immediately.

how to custom reports

Step 6: Customize your new report

In this step, you are going to make a custom report on your own. This is to help you customize the best report which is the easiest to view and track. You can use many options to do this such as Manage filters or Edit columns.

how to custom reports

Step 7: Save

Make sure that you have an ideal custom report after all. Then, choose Save report to complete.

how to custom reports

This report will be shown in the Custom reports section on the Reports page.

how to custom reports

To custom reports on iPhone

Step 1: Go to Analytics

After logging in your Shopify account in the app, go to the Store section at the bottom of the screen. Afterward, select Analytics. Then, the overview dashboard will come out automatically.

how to custom reports

Step 2: Click Reports

In order to view the sales report, click Reports.

how to custom reports

Step 3: Click the + button

Afterward, you will access the Reports page right away. To create a custom report, make sure to click the + button which is on the top of the screen.

how to custom reports

Step 4: Choose the report

In this step, you will work with your own thoughts. A small dialog named Choose starting point will come out. As its name, it is to choose the kind of report you want to start with. Tap on the name of the report. For example, I choose Sales over time by clicking it.

how to custom reports

Step 5: Enter a descriptive name

You can change its name into a descriptive name you expected by entering it under the Title section.

how to custom reports

Step 6: Click Create custom report

To create the custom report, select the Create custom report button. Then, the report will be turned into a custom report immediately.

how to custom reports

Step 7: Customize your new report

In this step, you are going to make a custom report on your own. This is to help you customize the best report which is the easiest to view and track. You can use many options to do this such as Manage filters or Edit columns.

how to custom reports

Step 8: Save

Make sure that you have an ideal custom report after all. Then, choose Save report to complete.

how to custom reports

This report will be shown in the Custom reports section on the Reports page.

how to custom reports

To custom reports on Android

Step 1: Go to Analytics

After logging in your Shopify account in the app, go to the Store section. Afterward, select Analytics. Then, the overview dashboard will come out automatically.

Step 2: Click Reports

In order to view the sales report, click Reports.

Step 3: Click the + button

Afterward, you will access the Reports page right away. To create a custom report, make sure to click the + button which is on the top of the screen.

Step 4: Choose the report

In this step, you will work with your own thoughts. A small dialog named Choose starting point will come out. As its name, it is to choose the kind of report you want to start with. Tap on the name of the report. For example, I choose Sales over time by clicking it.

Step 5: Enter a descriptive name

You can change its name into a descriptive name you expected by entering it under the Title section.

Step 6: Click Create custom report

To create the custom report, select the Create custom report button. Then, the report will be turned into a custom report immediately.

Step 7: Customize your new report

In this step, you are going to make a custom report on your own. This is to help you customize the best report which is the easiest to view and track. You can use many options to do this such as Manage filters or Edit columns.

Step 8: Save

Make sure that you have an ideal custom report after all. Then, choose Save report to complete. This report will be shown in the Custom reports section on the Reports page.

Summary

Above is a detailed tutorial about how to custom reports. Thanks to this, you can design your own report that suitable for your store. After following these steps, you may want to know how to set a date range for a report.

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