Comprehensive ecommerce analytics with our Shopify reporting tool

Shopify reports – what’s available with your plan?

Shopify sales reports assist you in comprehending how various elements affect business profitability. These statistics, which track checkout conversion rates and analyze traffic sources, provide insightful information about the state of your company. But sadly, depending on your plan, Shopify limits access to specific information. Though we can see that's a little annoying, each online buying platform has advantages and disadvantages of its own.

So it is always suggested to select the plan according to your needs.

Shopify reports – where to find them?

Sales data from Shopify are crucial for any owner of an online store. These reports give you a thorough picture of your online store's operations, enabling you to monitor sales and examine consumer behavior.

You can easily find Shopify reports on your Shopify dashboard, navigate to Analytics > Reports.

There are various statistics available under the dashboard tab which you can check in order to gain insights.

How to export Shopify reports?

From your Shopify dashboard, you can export your reports to a CSV (comma-separated values) file. Reports that are exported are stored in your computer's downloads folder.

Steps:

1. Access the report you wish to export.

2. Select export.

3. Click export in the Export your report dialog box.

You can also choose the kind of report to export for the Sales, Taxes, and Payments reports under the Finances section. Data for the columns that are presently displayed are exported by this page. The full report exports information for every column that is visible, along with several that aren't by default. Once the download is finished, you may use a text editor or a spreadsheet tool like Excel or Numbers to access the report.

What are Shopify professional reports?

Regularly reviewing your Shopify sales reports will help you spot patterns in customer purchasing behavior as well as which products are selling well and which ones want improvement. You can use this information to make well-informed decisions regarding pricing, marketing, and inventory management. But the thing is for more in-depth reports Shopify has professional plans and this is what Shopify professional reports are all about. These can contain more in-depth information about your customers' interactions with your store, more tax data, sales of certain items, sales across various time periods in the year (which can be helpful for seasonal items), and more granular reports about your products.

Shopify acquisition reports

Shopify acquisition reports provide you with details on how customers find your store. Sessions over time, sessions by referrer, and sessions by geography are among the accessible acquisition reports. Give or take a few seconds, the data is current when you open an acquisition report. To view updated data, you can either reopen or refresh the report.

Acquisition reports are distinct from Sales by Traffic Referrer Source reports in that they only display website visitors rather than converted sales or order totals. Only the Online Store sales channel is included in these reports.

Shopify behavior reports

You may better understand your customer purchasing habits by using behavior reports. The Online Store Cart Analysis Report is also available for your use.

These reports can give your company advice on how to carry out the following tasks:

• Improve your physical and online product marketing to reach your target market.
• Develop special offers and product packages to raise the average order value.

For instance, if the theme for your online store includes a search bar, you may view in the top online store search report the terms that customers are using to look for products in your store. In the Top online store searches with no results report, you can also view the search keywords that return no results.

By setting up your store such that customers readily find what they're looking for and are enticed to make more purchases in the process, you may leverage the data in the Shopify sales reports, behavior reports to enhance sales.

Shopify marketing reports

The marketing reports are a useful tool in the Shopify analytics tool for tracking conversions and evaluating the efficacy of your marketing. When a visitor to an online store makes a purchase, that is known as a conversion.

You can learn more about what drives traffic to your online business and what makes them become paying customers by examining the marketing reports. Based on their interactions with your online store, the statistics can show which of your marketing channels are bringing in the most value and quantity of customers.

Shopify finances reports

Are you making a profit or are your expenses making your Shopify store unprofitable? Is the revenue from your online store growing or shrinking? You probably think about these things all day long. The financial report is one of the best resources for learning the answers to these questions.

The most essential reporting tool for any company is a finance report. Your business's performance is determined by your sales, taxes, and payments, therefore you need to be aware of these. For this reason, all of Shopify's plans provide access to these reports.

Navigate to the Analytics area in the Shopify admin sidebar and select "Reports" to view the Finances reports. Shopify automatically updates your Finance reports every minute, so you can be sure they reflect the most recent activity from your store.

Shopify finance reports are divided into 5 sections:

1. Summary
2. Total sales
3. Taxes
4. Tips 
5. Payment

Finances reports provide you with a high-level overview of your monthly sales totals, taxes and tip amounts, and payments completed. You can export them for additional analysis after grouping them by day, week, month, and year.

Shopify sales tax reports

You will be required to pay sales taxes on every sale, regardless of what you sell or where you sell it. You will have to do that on your own; Shopify won't handle it for you. Sadly, they won't file or send in any taxes on your behalf either!

Your Shopify dashboard is where you set up your general taxes. In the lower-left corner, select Settings, and then Taxes. You may adjust and observe the unique tax configuration for every nation there. or the states in which you conduct business.

Depending on where your consumers are, different tax strategies apply. but also take into account the amount of sales at each location. Make sure that when you set up your store, you speak with a skilled financial specialist for the reports you produce to be accurate.

Shopify credit card reports

You pay fees to third-party payment providers (like PayPal) or Shopify for each online payment you make. To view your payments made over any particular period, it is worthwhile to create a credit card report.

Shopify is unable to generate a report on your behalf if you utilize a third-party source. That should be something you can handle on your own from within PayPal, Amazon Pay, or another platform's interface. The report is accessible in your Shopify account when you use Shopify Payments. To view payouts, navigate to Settings -> Payments -> Payment Providers. Like all the other reports, this one may be exported as a.csv file.

Shopify profit reports

You may get data on the profitability of each of your products by using Shopify reports. There are two reports at your disposal.

Profit by product variant SKU: a more detailed report that displays earnings for every product variation

Profit by Point of Sale location: Here, specific points of sale's profits are compiled.

Keeping track of earnings and margins on an external spreadsheet could be simpler if you add or remove products on a regular basis or if you alter your rates frequently. After every modification, it would be logical to automate these exports rather than doing them manually.

Shopify sales reports

Naturally, sales reports track the sales of your merchandise. The Reports section of your dashboard has 11 of them available.

Additionally, Shopify sales reports assist you in comprehending how various elements affect business profitability. These statistics, which track checkout conversion rates and analyze traffic sources, provide insightful information about the state of your company. You may maximize the profitability of your online store by optimizing it with this expertise.

Shopify total sales reports

Under Finances reports -> Sales -> Total Sales, you may access the report on total sales.

It's important to keep in mind what total sales comprise and don't include whenever you see the term used in reports. All gross sales, taxes, and shipping costs are included in the total sales. Refunds and discounts are deducted.

Shopify retail sales reports

Retail sales reports concentrate on transactions made in physical stores. You will not be able to view this report if your Shopify Point of Sale is not active as a sales channel. On the Reports page, though, is where you'll discover it if you do. 

Every report can be exported using a conventional method for a chosen duration.

Shopify inventory reports

Inventory reports give you insights into what sells well and what doesn't, as well as assist you in keeping track of the leftover inventory. They are located at the foot of the Reports page. The reports that are accessible are:

Shopify inventory reports let you monitor the amount and proportion of goods sold each day, as well as provide a snapshot of your inventory at the end of each month. The analytics information for a product or variant is kept for reporting purposes even if it is removed from your inventory. This guarantees that, even after deletion, you can still access historical data.

The time period to pass before inventory changes appear is twelve to seventy-two hours.

Shopify PoS reports

You can examine your store's Daily Sales report and get information about your net sales, average order value, and average number of items per order on the Shopify PoS Analytics screen. The sales for today are compared to the sales for the same day last week in the Daily Sales report.

Shopify order reports

Your purchase volume, fulfillment, shipping, delivery, and return policies are all detailed in the order reports.

The time it takes for orders to go through the whole fulfillment process—from order receipt to delivery to your customer—is reported in the fulfillment, shipping, and delivery timelines. This report's chart shows the median (or average) time that orders took to complete the selected stage, as well as the number of orders that finished the stage against each hourly or daily completion period.

Shopify product reports

Shopify product reports have sales and returns. Sales reports monitor the value of goods that are exchanged throughout sales and return processing between you and your clients. When a customer places an order, a sale is made. Each line item in an order, along with any applicable shipping costs, is included in the reports as a single sale item.

When a consumer purchases things but decides not to keep them, the goods are returned to you. This is known as a return. A refund deals with the value of the tender that you provide to the customer upon processing a return, whereas a return deals with the value of the products.

Returns show as a negative figure for the day they were processed, whereas sales show as a positive value in your sales reports for the day they were produced. Sales and returns from open, archived, and pending orders as well as draft orders that have been turned into orders are included in the sales reports. Sales and returns from canceled, deleted, or test orders are not included in the sales reports.

Shopify KPI reports

Knowledge of your sales data gives you behind-the-scenes information about your best-selling items, social media marketing initiatives, and advertising tactics. To get more specific information about your customers and business performance, you can check KPIs in your Shopify sales reports. This will allow you to make better-informed decisions about how to build your business.

KPI reports are important, just as much as goal-setting and strategy are. It is hard to measure progress over time without KPIs. Decisions would be made based on hunches, subjective preferences or beliefs, or other erroneous assumptions. KPIs provide you with more data about your company and your clientele, enabling you to make well-informed and calculated decisions.

Shopify advanced reports

Maintaining data organization and structure. Even if you might not always require a comprehensive analysis while on the go, having your data accessible and in an appropriate, user-friendly format is still highly helpful. For this, you can leverage the features of Shopify's advanced reports. Having things handy can be beneficial in order to maintain Shopify sales reports.

How to set up automatic Shopify reports?

It often makes sense to export the data for any purpose, including tracking different KPIs related to your organization. To manually update the data, use the "Export" buttons and upload fresh.csv files. Setting up automatic reporting in your preferred app, such as Google Sheets, is significantly simpler.

However, you may create complex dashboards using the orders, goods, and customers that you can export. It works great for keeping track of new orders, inventory, margins, earnings, and many other kinds of data.

Automatic daily reports with Shopify

There are plenty of websites that can generate Shopify automated reports that can be sent directly to your inbox to keep you on track of sales, orders, etc.

What is the benefit of having Shopify reports?

The Shopify sales report platform gathers a ton of useful data by default that might aid in your understanding of how your online store operates. It meticulously records all information regarding your orders, clients, stock, etc. You may subsequently cut down on wasteful spending and raise your conversion rates with the help of an accurate Shopify analytics tool.

Shopify offers numerous built-in data analysis features. In your analytics dashboards, there are pre-generated reports that are instantly available. You are free to create any kind of e-commerce report you like. However, the choice will depend on your plan. With the help of these priceless tools and Shopify automated reports, which offer a detailed analysis of the sales data from your store, you can expand your company and make wise decisions.