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The Definitive Guide to Shopify Reports: Understanding and Customizing Your Data

Mariia Semenets
The Definitive Guide to Shopify Reports: Understanding and Customizing Your Data

Shopify's analytics and reporting tools provide store owners with a single view of their business. The analytics dashboards and reports allow you to look back at recent store activity, analyze website performance and find out how to boost revenue by optimizing product pages and marketing campaigns.

For instance, Shopify reports indicate which landing pages have the highest conversion rates, and which marketing channels are responsible for the greatest number of sales. These insights are useful for merchants to make data-driven decisions and improve their strategies. In this Shopify analytics guide, we'll show you how to create and customize reports in Shopify, point you to the most important report types (such as acquisition and marketing reports), and demonstrate how to save time with automation.

We'll also touch on how advanced tools like Mipler can take your reporting further.

What's in Shopify Professional Reports?

There are a few different subscription plans that Shopify offers. Previously, their analytic opportunities varied significantly. However, in 2025, there is little difference between those plans. Shopify and its Lite and Basic editions offer the same reports as Shopify Advanced and Plus. The main difference of the advanced plan is the ability to create hand-tailored custom reports in Shopify. The basic plan does not offer such a useful function.

Analytics and Shopify reports Shopify Lite Shopify Starter /
Basic Shopify
Shopify Advanced Shopify Shopify Plus
Analytics page
Financial Reports (Taxes & Payments)
Fraud reports
Order reports
Live View
Acquisition Reports
Inventory Reports
Behavior Reports
Marketing Reports
Shopify sales reports
Retail sales reports
Profit reports
Customer reports
Custom reports

Custom reports provide features like:

  • Tailoring the shopify sales report for certain needs. For example, to see sales report only for a specific parameter, such as a collection or a location.
  • Creation of reports for different departments. Say a certain manager works with one manufacturer, product type, or delivery point. Others can work with different ones so everyone can have their report.
interface

However, even Shopify's custom reporting capabilities are limited, so you often have to design reports for your needs. In this case, Mipler offers services by guaranteeing significant advantages of the generated Shopify advanced reports even over Shopify's custom reports.

Mipler can help you manage your store better than Shopify using custom reports. Here are some examples:

  • When the store works with goods with a limited shelf life, orders are often placed on different days and have the same delivery date. Mipler can offer to build a product report, which is unavailable in Shopify reporting, and apply a filter by delivery date, thus showing only those products and their quantities that will be needed tomorrow. Thus, manufacturers can manage how much and what kind of product must be produced tomorrow.
  • Stores that sell personalized products (engraving a name on a bracelet, inscriptions on T-shirts, etc.) often need to be able to record some individual characteristics, not only the ordered product. Mipler can generate the report about products and its metrics and details.
  • Many stores have several locations where they offer their treats. It is very important to maintain product availability in two locations. Mipler reports allow you to create a special column indicating how many product units need to be moved to another location.

Understanding Shopify’s Analytics Features

Shopify’s analytics platform offers both a dashboard and a suite of detailed reports to cover all aspects of your store’s performance. On any plan, you have access to live data and summary metrics. For example, the customizable Analytics Dashboard displays key indicators (net sales, average order value, traffic by device, etc.) in easy-to-read cards. Each metric card links to a deeper report: click a sales card to see the Sales report for more detail, or a sessions card to view your Acquisition report.

Shopify’s reporting is organized into broad categories. The main report types include:

  • Acquisition Reports: Track how visitors find your store. These reports show sessions over time, sessions by referrer (source), and sessions by location, revealing which channels (organic search, social, email, etc.) drive the most traffic. For instance, you can quickly see if Facebook ads or Google searches are bringing in new visitors.
  • Behavior Reports: Understand what visitors do on your site. Behavior reports cover things like conversion rates, top landing pages, search terms used on your store, and cart analysis. (For example, you can see if a high percentage of visitors from a campaign actually complete checkout, or which products are frequently viewed together.) These insights help you optimize site layout and product pages.
  • Customer Reports: Analyze your buyers. Customer reports reveal information about order frequency, total spend, and geographic distribution of customers. They can even identify returning versus one-time customers. This data is invaluable for segmenting your audience, creating loyalty programs, and personalizing marketing.
  • Sales & Order Reports: Drill into your revenue and fulfillment. Sales reports show orders and sales over time, by product, discount, channel, or location. Order reports focus on things like shipping times and fulfillment metrics. These help identify best-selling products and any fulfillment delays or return issues.
  • Marketing Reports: Measure the impact of promotions. Shopify’s marketing reports show which marketing channels generate the most traffic and sales. You’ll see metrics such as Sales attributed to marketing and Sessions attributed to marketing, as well as conversion by first or last interaction for each campaign. In other words, these reports tell you how many orders came from a given email blast or ad. (Note: marketing report data can take up to 24 hours to appear.) These reports are essential for optimizing ad spend and understanding your customer journey.
  • Inventory Reports: (on higher plans) Offer snapshots of stock levels, like how many items remain of each variant at month’s end or days of inventory remaining. This helps you plan restocking and avoid stockouts.

A key feature of Shopify’s new reporting interface is the ShopifyQL query editor. Every default report has a pre-written query, but you can reveal and modify it. As you adjust filters or metrics in the configuration panel, the ShopifyQL query updates in real-time. Advanced users can edit the query directly or start a new “data exploration” report using ShopifyQL commands for custom calculations.

Additionally, all Shopify reports can be exported. Whether you want a CSV for offline analysis or to integrate data into Google Sheets, you can download the data and analyze it in external tools.

By combining these features – the dashboard, rich report types, and query customization – Shopify’s analytics give merchants a powerful way to monitor growth. As Shopify notes, these dashboards and reports help you “learn how to increase your sales revenue, optimize your store based on your best-converting landing pages, or develop new merchandising tactics”. In short, Shopify reports transform raw data into actionable insights.

Save Time and Reduce Faults Mipler Reports shopify

Most Important Business Metrics for Shopify

Monitoring the overall business growth dynamic can be challenging at times. To do so, store owners need to inspect various indicators and metrics. It is easy to distract yourself with the work of individual parts of the shop, but they won’t paint the bigger picture.

Some metrics, however, give a clearer overall picture of performance. They provide critical insights for business growth. Using them may result in more revenue and innovative, data-backed decisions. This part of the article will describe Shopify's most important business metrics.

Sales conversion rate (CVR)

One of the most crucial parameters for any business is the conversion rate. It is calculated from the number of visitors who bought items out of the total number of visitors from the website.

When conversions stay at a certain fixed level, it is normal. The best situation is if conversions increase over time. Significant drops in conversions signal problems with the website. It might be a good sign to ensure your site works properly.

Here is the formula for this metric:

CVR = [# of Purchases] ÷ [# of Sessions]

Usually, the report shows a certain coefficient value as a result. If it is more convenient for the user to use the percentage ratio, the result is multiplied by 100.

Average order value (AOV)

This metric helps to assess users’ paying capabilities. You can set realistic expectations for new customers and adjust your strategy, knowing how much clients can spend.

Here is the formula for this metric:

AOV = [Total revenue] ÷ [Total Number of Orders]

Average order value shows business owners how much, on average, customers spend on one order.

Customer lifetime value (CLV or CLTV)

Customer lifetime value describes the total revenue a business could expect from a single customer during their lifetime. The lifetime in question is when the user will consistently shop at your store.

This metric helps business owners analyze the value of a customer to business. With it, you may determine how much you can safely spend on customer acquisition and still make a profit.

Here is the formula for this metric:

CLV = [Average Value of a Purchase ] × [# of Times the Customer Will Buy Each Year] × [Average Length of the Customer Relationship (in Years)]

Customer acquisition cost (CAC)

This metric lets owners understand how much bringing in a new client costs. It is based on the sums spent on advertising and the number of new clients. Check this parameter regularly to ensure it stays within your CLV or even get closer to it.

Here is the formula for this metric:

CAC = [Amount Spent on Marketing] ÷ [# of New Customers]

Refund Rate

The refund rate is a one-order metric that acts as a quality assurance measure. It shows how often clients file for refunds.

Knowing which products are not meeting customer expectations may be crucial for a store’s growth. Shop owners can remove these products from the catalog, restructure ads, or adjust pricing.

How to Create Custom Reports in Shopify

Shopify lets you tailor any default report to your needs. To build a custom Shopify report, go to your Shopify admin, navigate to Analytics > Reports, and click Create custom report. From there, choose a base report (such as Sales, Orders, or Marketing), then use the configuration panel to adjust the data. You can filter by date range, add or remove columns, and include specific metrics. For instance, you might select Net sales and Orders as metrics and group by Product or Sales channel to see exactly how your products are performing.

After configuring the report, save your changes. The modified report is added as a custom report that you can rerun anytime. Any custom report you save will also create a metric card on your Analytics dashboard, making it easy to monitor that data daily. In essence, custom reports let you dive deeper into any aspect of your store’s data. For example, if you ran a marketing campaign across Facebook, Google, and email, a custom report could break down sales and sessions by channel, giving a granular view of each campaign’s ROI. Shopify even provides an AI assistant (Sidekick) if you prefer to generate a report by describing what you need.

Key steps to create a custom report:

  • Start with Mipler > Reports: In your Shopify admin, open Mipler app > Reports, then click Create report. Choose a report type as your starting point (sales, orders, etc.).
  • Adjust filters and fields: Use the configuration panel to filter the data (by date range, product, customer segment, etc.), edit the displayed columns, and choose the visualization (chart or table) that suits you. Shopify’s help documents confirm you can “filter data, edit the columns, and select different time ranges” before saving.
  • Use custom expressions for advanced queries: Every report is backed by the Mipler’s query editor. You can view and edit the underlying query to customize calculations or even write a query from scratch. This allows power users to pull any combination of data with precision.
  • Save and reuse: Once your report shows exactly the data you want, save it. Your custom report will be listed under Reports and also appear as a metric card on your dashboard. You can rerun it at any time or schedule it for delivery.

With these steps, you can build custom Shopify reports that slice your store’s data however you need. Whether you want to track sales of a specific product line or measure conversion from a new ad campaign, custom reports put that control in your hands.

Automatic reports in Shopify

Users of Shopify can grow their stores using tools provided by the platform. One of them is automatic reports. They do not require additional payment to use and pre-build into the system. Store owners can find them in the Analytics department on the Reports tab. Shopify automatically processes the received data and generates reports if the store is already working.

interface

Unlike the general metrics described earlier, the reports consider the store's performance in more detail, from different points of view, and create an overall picture of its effectiveness. Based on the reports, business owners can make thoughtful management decisions based on reliable data.

The reports are divided into categories, so it is clear to the user about which part of the business the information the app will display or export.

Benefits of Automated Reports in Shopify

Automated reporting takes Shopify insights a step further by delivering data on a schedule, without any manual effort. Shopify automated reports are simply reports that are generated and emailed regularly. Instead of logging in to pull numbers each day, you can have up-to-date sales, inventory, and customer data sent to your inbox daily, weekly, or monthly.

Key advantages of automating reports:

  • Time Savings: You no longer need to manually log in, generate, and export reports every time. Automation “eliminates the need for daily exports,” freeing up time for strategy and growth.
  • Faster Decisions: With automated reports delivered on a schedule, you get timely insights on trends. For example, you might instantly see a spike in a product’s sales or a dip in conversion, allowing you to restock quickly or adjust your ad spend. Timely data means you can act on low-stock alerts or capitalize on viral demand.
  • Accuracy and Consistency: Human error in data collection is reduced. Automated reports use the same formulas every time, ensuring consistent metrics across periods. This consistency means your team trusts the numbers.
  • Team Alignment: You can schedule key reports (like weekly sales or monthly customer summaries) to be emailed to stakeholders, ensuring everyone has the latest data. Keeping partners, marketing, and fulfillment teams on the same page helps avoid miscommunication.
  • Business Growth Over Time: Regular reporting uncovers long-term trends. You can track best-selling products, seasonal shifts, and repeat-purchase rates automatically. This ongoing insight helps refine strategies (such as promoting a top SKU or re-engaging lapsed customers) and steadily improve store performance.

Shopify’s own plans support automation: on the Advanced and Plus plans, merchants can natively schedule automated reports for sales, inventory, and customer data (daily, weekly, or monthly). Stores on Basic plans must export data manually or use an app to automate.

For even more flexibility, apps like Mipler can handle scheduling and sharing for you. For example, Mipler lets you schedule email report delivery, creating automated reports at any frequency (daily, weekly, monthly, or yearly) to keep insights flowing. It can also integrate with Google Sheets so your reports are synced directly into spreadsheets. By automating report delivery, you ensure no metric is overlooked.

Shopify Acquisition Reports

You should work with acquisition reports to analyze data about store visitors over a certain period. The time users spend on the site helps to understand the extent to which visitors are interested in cooperating with the store.

Acquisition reports include the following reports:

  • Sessions Over Time Report

    This report shows and analyzes information about the number of visitors and sessions to the Shopify store over a while. Also, the number of sessions is presented on the graph.

  • Sessions by Referrer Report

    This report contains information about visitors' sources to enter the store site. It is easy to see if visitors are coming from a search, through a referral, or directly to a store.

  • Sessions by Location Report

    This report provides information about the location of visitors who visit the store.

These reports help to increase visitor engagement by understanding where they live and how they interact with the website.

Shopify Marketing Reports

Marketing strategies work based on how many customers show interest in the product. Reports help you see your progress. You can find out where your sales are coming from, like social media or search engines.

These reports show how many visitors end up buying your goods. They are useful because they give you a clear view of your marketing and where it can be improved. The main benefit of these reports is that they offer deep insight into your marketing efforts and allow you to identify areas for improvement.

Shopify Behavior Reports

Behavior reports are instrumental in comprehending the interaction patterns of customers and visitors. They reveal what customers search for, the pages they visit, and their ease of navigation, among other aspects. These reports provide insights into customer behavior and the store's user experience.

interface of shopify behavior reports

Shopify makes a data import from a store database and offers built-in reports that will show the following:

  • The most popular searches and recommendations in online stores. Top online store searches Report, Top online store searches with no results Report, Top online store searches with no clicks Report, Top products with low recommendation click rate Report, Product recommendations conversions over time Report.
  • Online Store Conversions Over Time Report. Business owners should use this report to explore the session's performance during which store visitors made a purchase (regardless of purchase size).
  • Information about sessions and their results. Sessions by device Report, Sessions by landing page, Search conversions over time.
  • Online Store Speed Reports. Business owners should use it to monitor how the store performs when visitors use it. Website speed is one of the important things that can help increase the ranking of your store in the eyes of the buyer.
  • Information about the cart. Online store cart analysis report.

Shopify Order Reports

These reports provide information about orders placed in the store. The entrepreneur will be able to import the data from his store and monitor the status of orders and the state of their execution. Reports included in this category:

  • Product Orders and Returns Report. These are your best sellers and products that get returned more often.
  • Fulfillment, Shipping, and Delivery Times. Reports that show fulfillment, shipping, and delivery times details.
  • Shipping labels. The details about shipping labels.
  • Order overtime report. Orders received at a particular time frame.

Shopify Finances Reports

Discover Shopify data with well-tailored reports.
Find it on the
Shopify App Store

Financial reports import the data from the store database to deliver insights on payments, sales, actual profits, accounting, and liabilities. These reports offer critical data on net sales, shopify gross sales, returns, and discounts used during checkout. They also provide details on the store's payment transactions over specific periods and other vital information concerning cash flow.

In general, all financial reports can be divided into categories depending on what they describe:

  • Income - Total sales Shopify Report, Gross profit, Gross sales report, Shopify Net sales report
  • Sales - Total sales Report, Sales over time Report, Gross sales report, Net sales report, Net sales with cost, Net sales without cost.
  • Liabilities - Discounts, Gift card sales report, Gift card balance.
  • Goods - Cost of goods sold Report
  • Payments - Payments, Payment by type, Gross payments by month
  • Shipping report
  • Returns report
  • The summary report - Shopify Dashboard that displays the most needed information about finances. This report is shown in the picture below.
interface

Shopify Profit Reports

To analyze products that are making revenue, you should learn Profit reports. Shopify automatically calculates the profit made on selling goods. Business owners should only enter their cost and price when items are added.

Shopify offers these reports:

  • Profit by product report - Shopify sales by product shows products, profit made on selling them, and margin.
  • Profit by product variant SKU - is more detailed sales by product Shopify report because each product variant shows profit.

Shopify Sales Reports

Product sales information should be presented as a separate type of report that would help business owners track customer orders. The difference between Shopify Sales Reports and Order Reports is that They describe not only the order itself but also what discount was received, how much profit the purchase made, how much shipping cost, and how much the returned orders cost. It is comfortable to watch a dashboard on sales information filtered by different criteria in reports:

  • By Billing location
  • By Channel
  • By Client name
  • By Discount
  • By Item
  • By Item variant SKU
  • By Item vendor
  • By Traffic referrer
  • Sales over time
  • Average order value over time

Also, reports display or export key metrics such as average order value, gross sales, and net sales.

Shopify Customers Reports

Understanding your customers lets you adapt the store to their requirements. By tracking the frequency of purchases, it is easy to evaluate the purchasing power of users and adjust your business development strategy based on the behavior of visitors. Shopify Customer reports display and export information about users, their location, and how often they visit the store.

interface of shopify customers reports

Reports proposed by Shopify:

  • Customer cohort analysis”;
  • Clients by location” helps to analyze which regions the store is more popular in and adjust the business strategy to the specifics of this territory;
  • Clients by predicted spend tier” shows how much the user has already spent in the store and predicts how much more he can spend;
  • Clients over time”;
  • First-time vs returning customer sales” shows the ratio of users who used the store's services for the first time and those who returned;
  • One-time customers” shows how much users spent on their first purchase in the store. This report allows you to understand how high the store's reputation is among visitors;
  • Returning clients”.

Shopify Tax reports

Taxes are an important part of all businesses, so Shopify offers two tax reports for the USA and all other countries. The store owners are responsible for filing and remitting taxes for business. Shopify won’t do this by itself. But reports will help keep track of the amount needed to pay the government.

Tax reports are a type of Financial report, so they are available in Analytics => Finances.

Before generating Tax reports, business owners should set up general information about levies: click “Settings” in the bottom-left corner and then click “Taxes and duties”.

Shopify Inventory Reports

Shopify Inventory Reports are essential for monitoring the shop’s inventory. Reports from Shopify can help you identify goods that need restocking, find items with higher sales, and develop strategies for optimal inventory management.

interface of shopify inventory reports
  • Average Inventory Sold Per Day. It shows the average number of goods sold daily from the store’s inventory;
  • Month-end Inventory Snapshot. It shows the amount of each item variant remaining in inventory at the end of the month;
  • Product Sell-Through Rate. It helps owners understand how many items from inventory were sold during a certain time frame;
  • Days of Inventory Remaining. It estimates how long the current inventory is expected to last. The result is based on your average sales figures for each option and how much inventory you have left;
  • Percentage of Inventory Sold. It shows the percentage of each product option sold from the total stock quantity;
  • ABC Analysis by Product. It uses the Pareto principle to place products into three categories based on popularity.

Meanings and Formulas in Columns

Each report presents information in tables. Columns have their name, which describes what data are below. But that is a problem when the column name is an economic term, and the user can’t understand what it means.

The table below lists the terms, meanings, and formulas calculated to find the value specified in the column name.

Term Meaning
Gross sales
Equals to product price x quantity (before taxes, shipping, discount, and returns) for a collection of sales, including canceled, pending, and updating orders (not including test and deleted orders)
Order The number of orders that were pleased on a given date
Gross profit
Total profit made on the product during the period of the report. Equals net sales - product cost.
Net sales
Equates to gross sales - discounts - returns.
Returns The number of goods which were returned
Discount
Equates to line item discount + order level discount share for a collection of sales.
The total dollar value reduction is applied to a sale through discounts on specific products, collections, or all products.
Discounts that are applied to all products in an order are proportionally applied to the sales for the order.
All discounts are applied before taxes. Discounts are created using discount codes, not the compare-at price.
Shopify total sales
Equates to gross sales - discounts - returns + taxes + duties + shipping charges.
Total sales is a result Shopify sales in a form of a positive number for a sale on the date an order was placed and a negative number for a return on the date an order was returned.
Average order value
Equates to gross sales (excluding adjustments) - discounts (excluding adjustments) / number of orders. Adjustments include all edits, exchanges, or returns that are made to an order after it's initially created.
Shipping Equates to shipping charges - shipping discounts - refunded shipping amounts.
Duties The total amount of duties in orders

Why do built-in Shopify Reports can't satisfy all needs?

Built-in sales report Shopify have limited capabilities. There may often be situations where the information these available reports provide is insufficient to meet business needs. It happens because a report Shopify provides is not flexible enough. It provides limited opportunities for individualization and adaptation of Shopify sales data.

Mipler brings innovative methods to developing business reporting solutions with its extensive experience crafting Shopify custom reports. It can create a specialized report, a specialized column in an existing report, and a dashboard. Mipler available reports have the following advantages:

  • Mipler lets you see how the report works, even if you have not entered your data. The report will be built on test data, and you will be able to see how it works and what information it can display and export. Shopify allows you to view available reports only if the store is already running and has a certain amount of data to process.
  • You can rank the most popular products in each store region based on the same classification.
  • You can set up an alert if a customer needs something unusual, like size 47 shoes. When the product they need arrives at the warehouse, you can inform the customer and invite them to check it out.
  • Mipler can make available reports that automatically sort customers based on things like what they buy, how often they use the site, and how much they've spent. It can put them into groups like loyal customers (Gold Customers), regular customers, possible regular customers, customers who only ordered once, and customers who haven't started buying yet.
  • Mipler reports allow you to create, calculate the ratio of products sold to returns, and analyze which products are returned more often and why.

The main advantage of the reports developed by Mipler is that any report can be created or adapted to the customer's needs. Also, Mipler can offer personal, non-standard, and useful solutions to meet the user's needs.

Conclusion

Shopify is a leading platform for managing online stores, and its Reports module helps owners track performance, analyze metrics, and plan strategies. Acquisition, Customer, and Behavior Reports reveal visitor preferences, while Finance, Profit, and Sales Reports show financial performance. Marketing, Order, and Inventory Reports help optimize campaigns, product offerings, and stock management.

However, Shopify’s native reports have limitations. Mipler creates custom reports that make data analysis faster, easier, and more actionable, helping store owners make informed decisions and improve performance, even with limited reporting experience.

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