How to Set Up Shopify Reports

Reports Overview

Shopify provides built-in reports covering sales, customers, products, marketing, and more. Access reports via Analytics → Reports in your admin.

Sales Reports

Sales reports show revenue, orders, and transaction data over time.

Key Sales Reports

Customer Reports

Customer reports help you understand who buys from you and how often.

Useful Customer Metrics

• •First-time vs returning: Balance of new customer acquisition vs retention
• •Customer lifetime value: Average revenue per customer over time
• •Customers by location: Where your customers are based
• •Purchase frequency: How often customers return to buy

Product Reports

Product reports show which products sell best and which might need attention.

Key Product Reports

• •Sales by product: Your bestsellers and underperformers
• •Sales by variant: Which sizes, colours, etc. sell best
• •Inventory levels: Stock levels across products
• •Product views to purchase: Conversion by product

Custom Reports

On Advanced and Plus plans, you can build custom reports with specific dimensions and metrics.

1. 1
   Go to Analytics → Reports

   Click "Create custom report"

2. 2
   Choose a category

   Select sales, customers, products, etc.

3. 3
   Add columns

   Select the metrics you want to see

4. 4
   Add filters

   Narrow down to specific data

5. 5
   Save the report

   Name it and access it anytime

Exporting Data

Export reports to CSV for further analysis in Excel or Google Sheets.

• •Click "Export" on any report to download CSV
• •Schedule automatic exports on Plus plans
• •Use the Admin API for programmatic data access

Best Practices

• •Review weekly: Set a regular time to check key reports
• •Compare periods: Always compare to previous period or year
• •Act on insights: Use data to inform decisions, not just observe
• •Combine with GA4: Use Google Analytics for deeper traffic insights