As mentioned in previous articles, you can adjust your reports that suits your purposes, like add or remove columns or set date range for a report. However, you cannot save the file online after editing unless you are in Advanced Shopify or higher. If you still want to use your report version for the future occasion, you can export it and store on your laptop. If you want to know how to export reports on Shopify, just follow the steps in the next part of the writing.
From the admin page of Shopify, select
Analytics. There are three smaller parts in this section, including
Live View. It will automatically move to
Dashboards after you click into
Analytics then you have to choose
Reports to see all of your reports. The system categorizes them into groups, like
Acquisition, etc. From these groups, pick a report that you want to export and open it. For example, I want to open the
Sales over time under
Sales then I will click on its name.
In the report page, you will find the icons for
Save as respectively under the title of the report. Press on the
Export which has a downloading symbol. The picture below describes my
Sales over time report page and you can see that I put the
Export in a red rectangular so you can imagine the position of it. Then click on it.
Export, another dialog box will appear on your screen named
Export your report. The system wants to ensure your selection and informs you that it will be exported as a CSV (comma separated values) file. To confirm your choice, press on the blue
Based on your purposes, you can choose the type of report to export for three kinds of Finance reports which are Taxes, Sales and Payments. The
Current page allows you to export data for currently displayed columns. Meanwhile, you can export the whole data with both displayed and not displayed columns by using
Full report export. You can find the exported report in your default downloads folder.
To open the file in your laptop, use a spreadsheet program like Excel or Numbers, or a text editor also works as well. After exporting, you can find your file look like this:
You can select
Export to download a PDF report file. If your PC use Window 10 or Mac, the file will be saved as PDF when you choose
To sum up, I have shown you the process of how to export reports on Shopify. I also give you the illustration image for each step that you can see how it looks like in practice. There is a note for the special case as well that can be helpful for you. Besides, there are just three steps in total that it will not take much of your time to complete. Therefore, hope that you can read the steps and notes carefully and get something useful from this post.