Part of the appeal of Shopify is that it has so many built-in functions that make running a business relatively straightforward. For example, the platforms and reports are as good as anything you could generate manually. They are easy to set up and access as well. In this guide, we will explain how to view and export reports in Shopify for nearly any purpose.
To begin with, there are three different places within the Shopify admin area to find reports and related information. The first one is the Home panel. Here you can find a simple report showing recent activity relating to your sales. For more detailed reports relating to specific sales channels, you can look in the ‘sales channels’ section of the Overview page. Finally, the Reports page lets you create reports as complex or simple if you prefer them to be as long as you are enrolled in one of Shopify’s paid plans.
Viewing Your Reports
For the purposes of explaining how to view your reports, we will assume you have a paid plan. Viewing reports starts by navigating to the ‘Reports’ section of the admin panel. You will see five different categories of reports to choose from:
- Product sales
- Order sales
The first three should be self-explanatory. Where the Taxes report is concerned, it provides a breakdown of the taxes your customers paid by region. This is an important report if you sell across multiple regions with different tax rates. As for the Insights report, it details the relationship between the various products and services you sell based on customer activity.
The Reports page allows you to customize your reports in several different ways. For example, you can select a particular date range to see sales by week, month, or quarter. You can view gross sales by product, vendor, or category. Lastly, you can display the data in your reports in several different ways, including bar graphs and tables. All of the options are easily accessible directly from the Reports page.
Exporting Your Reports
Exporting reports in Shopify is very easy regardless of the options you choose for viewing. Simply go to the Reports page, set the range for your chosen report, and click the ‘export’ button. The software will export your data to a .csv file.
The one thing to be aware of here is that .csv files do not maintain any sort of formatting. If you were to display data as a bar graph in Shopify for example, it would not display the bar graph in your .csv file. Furthermore, you can only open .csv files in a word processor, text editor, or spreadsheet. Data appears in columns when viewed in a spreadsheet or separated by commas in a text editor or word processor.
As you can see, making use of reports in Shopify is pretty easy. Now that you know how to do it, you can keep better track of your business.