Sales by Order Tags Report on Shopify

Are pickup orders growing? Do wholesale orders have a different sales value? Do campaign tags often appear together? A Sales by Order Tags report helps you compare labeled orders using the same dates and measures, without rebuilding the comparison through manual exports.

Choose the grouping that answers your question, then inspect the orders behind a difference before changing staffing or promotion plans.

What the report shows

QuestionFields to compare
Which tag has more orders?Tag and Number Of Orders
How do sales values differ?Tag, Gross Sales, Discounts, Returns, Net Sales
What other sales components appear?Shipping, Tax, Total Sales

The grouping field determines what one row means. Use order_tag for individual tags, order_tags for complete tag combinations, or a custom column to map related tags to a business category. These views count orders differently, so choose one before comparing totals.

Three ways to report orders with multiple tags

All five views below use illustrative data. The first three share nine orders and $1,000 in Total Sales; the delivery/pickup and monthly views use separate datasets.

Compare each individual tag

To see how many orders carry a particular tag, group by order_tag and add Number Of Orders and Total Sales. Compare the same date range and measures for every tag.

Order TagNumber of OrdersTotal Sales (USD)
vip2$200
spring-email2$270
spring-social3$330
summer-email2$180
summer-social2$160
wholesale1$200
spring-affiliate1$110

The spring-email row includes two orders worth $270. One also carries spring-social, so its $150 appears in both rows.

Adding all the rows gives 13 order-count contributions and $1,450. Those contributions do not represent 13 distinct orders. The source still contains nine orders and $1,000. Compare each tag on its own; overlapping rows are not parts of a store total.

Compare complete tag combinations

When the combination matters, group by order_tags and keep the same count and sales measures. An order tagged spring-email and vip belongs to a different row from one tagged spring-email and spring-social.

Tag combinationNumber of OrdersTotal Sales (USD)
spring-email + vip1$120
spring-social2$180
spring-email + spring-social1$150
summer-email + vip1$80
summer-social1$60
wholesale1$200
spring-affiliate1$110
summer-email + summer-social1$100

Each order belongs to one complete combination here, so the rows add up to nine orders and $1,000. Use this view to see which labels occur together. If a business group is scattered across several combinations, a category view may be easier to scan.

To compare campaigns rather than individual labels, map complete tag values to a category and group by that custom column. This example uses a readable mapping, not paste-ready formula syntax:

Matching order tagsCategory
Any of spring-email, spring-social, spring-affiliateSpring campaign
Any of summer-email, summer-socialSummer campaign
No matching campaign tagOther tagged orders

Set a priority for orders that match both campaigns: here, Spring takes priority over Summer. Multiple matching tags within one campaign still classify the order only once. Check that your report supports the intended custom-column setup before applying the rule.

Campaign groupNumber of OrdersTotal Sales (USD)
Spring campaign5$560
Summer campaign3$240
Other tagged orders1$200

The categories reconcile to nine orders and $1,000. They give your team a shorter report organized around the campaigns it discusses. Review the matching orders before judging campaign effectiveness: the categories identify labeled orders, not the cause of a purchase.

Compare delivery and pickup

For this comparison, delivery and pickup are separate, non-overlapping groups. Use the same date range, put Tag in rows, and compare Number Of Orders with Total Sales.

Order TagNumber of OrdersTotal Sales (USD)Sales per order (USD)
Delivery42$5,460$130
Pickup36$4,320$120

Delivery has six more orders and $1,140 more Total Sales. Dividing Total Sales by Number Of Orders gives $130 per delivery order and $120 per pickup order. This is a simple calculation for the example, not a native average-order-value metric.

For staffing, start with order counts. To investigate sales per order, compare products, quantities, and discounts. Include fulfillment and other costs when assessing profitability; Total Sales alone is not profit.

Follow order counts over time

A monthly view asks when counts changed, rather than which group has more orders in one period. For this proposed layout, use Order Tag as rows, April 2026, May 2026, and June 2026 as columns, and order count as the value. Compare like date ranges with the same inclusion filters and tagging rules; confirm that your report supports this layout before setting it up.

Order TagApril 2026May 2026June 2026
delivery384652
pickup273128
wholesale141817

Delivery rises by 14 orders from April to June. Pickup ends one order above April after reaching 31 in May. If you see a similar pattern in your store, check whether the tagging rule stayed consistent, compare the dates with fulfillment capacity, and inspect the matching orders to understand what changed.

From a tag result to the next check

What you noticeWhat to inspect next
One tag has more ordersOpen matching orders and compare dates, item mix, and fulfillment workload. Shopify Admin can filter the Orders list by tag.
Similar order counts but different sales valuesCompare products, quantities, and discounts; consider fulfillment costs separately when assessing profitability.
A campaign tag has a different sales valueInspect the matching orders’ products and discounts, then check when and how the campaign tag was applied.
A tag changes sharply month to monthCheck the underlying orders and confirm the tagging rule was used consistently.

Shopify Flow can add order tags based on shipping method, sales channel, payment gateway, and associated UTM campaign. See Shopify's Add order tags documentation.

Filter and share a report

To focus on a tag, open a filter from a column header or choose Manage Filters. Use Is for an exact match; Contains also matches text that includes the value. Choose a field available in the report. Mipler's filtering guide explains the controls.

Use Share to give a teammate a direct report link. For a campaign review or finance handoff, export the tag breakdown as Excel, CSV, or PDF. Mipler's sharing guide explains direct links.

Send the tag breakdown to your team

If your team reviews campaign orders every Monday, schedule a weekly email with the tag report instead of preparing a new file each time. Mipler supports daily, weekly, and monthly report emails with PDF or Excel attachments.

For delivery planning, a daily order-count report can help the team review workload. For a campaign review, send the sales breakdown weekly. Agree on the tags and sales measure first so everyone reads the same comparison. Scheduled emails, exports, and direct-link sharing are available on Basic and Pro plans; see plan features.

Keep order tags consistent

Choose labels that answer a clear question, such as fulfillment method, sales channel, or promotion. Keep their meaning stable over the period you compare. Shopify lets you add or remove order tags on an order and in bulk from the Orders list. Its tag guide explains how tags apply to orders, products, and customers.

Keep each tag tied to the record it describes. A product or customer tag is not automatically an order tag.

Frequently asked questions

How do I add a tag to an existing Shopify order?

In Shopify Admin, open Orders, select the order, and add or choose a tag in its Tags section, then save. You can also select multiple orders from the Orders list and add or remove tags in bulk.

Why can sales by individual order tag add up to more than store sales?

With order_tag, an order carrying several tags contributes to each matching row. Those rows overlap. Use order_tags for complete tag combinations, or a custom column that assigns each order to one category, when you need non-overlapping groups.

Can I combine several order tags into one category?

A custom column can map related order tags to one label, such as Spring campaign. Match complete tag values, set a fallback category, and define precedence for orders that match more than one category. Verify the configuration supported by your report before relying on a particular setup.

Does a product or customer tag automatically become an order tag?

No. Shopify keeps separate tag sets for each record type by default. A configured workflow can add an order tag based on a product or customer tag, but the tag does not transfer automatically.

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