How to Create Shopify Reports with Exportier – Data Exporter App

It is perfectly clear to everyone that the availability of up-to-date data is a key success factor in e-commerce. Your Shopify store information is a great starting point for gaining useful information and developing effective business strategies. But to get more accurate Shopify reports, you need a smart tool.

Importance of Reporting and Analyzing Your Shopify Store Data

There is always a lot of room for improvement in any business, and ecommerce is no exception. Whether you want to reach more customers, optimize inventory, or increase an average spend, you need relevant data and resources to study it well. For example, discovering the buying attitude of individual customers, their locations and income can help optimize prices, and market basket analysis will reveal associations between items and allow the store owner to develop an assortment. tailor-made products. And it’s just for beginners. By regularly reviewing the data, you will see how your store is performing.

Most of the payload is in your Shopify store account. And the easiest way to export it and enjoy it is to create reports.

Top 5 Essential Shopify Reports

There are insightful reports that store owners can create using Shopify data.

The first category is Shopify sales reports. It can be useful to categorize sales by country, product type, referring site, supplier, order source, date, etc.

Equally important are Shopify customer reports. They make it possible to identify new customers and loyal customers for future marketing campaigns, to reveal customers with high added value to make them special offers, to study the frequency of purchase of customers and to obtain many others. useful details.

Shopify sales tax reports will help collect data on tax types, rates, and refunds based on customer location.

To see how many products have been sold, which ones in particular, what type, and at what price, use the Shopify product reports. They will also make it possible to analyze the inventory thresholds.

The Expense Report, Profit Report, and Returns Report are just some of the many other reports you can generate with Shopify store data.

Most of them can be created using the built-in Shopify reporting tools, but their capabilities are limited. While setting up data export, you can choose all items, current page items, or check the ones you want by hand, otherwise you can use filters.

Therefore, if you need to further refine your selection, go for a smarter reporting tool like Exporter – Data Export Application through Alpha Service.

Steps to Create Shopify Reports with Exportier – Data Exporter App

First of all, you need to install the app. But before you start the process, make sure that you have the correct Shopify account rights. Then follow these three simple steps:

Step 1

Find Exporter – Data Export in the Shopify App Store list and click the Add an application button.

2nd step

The installation master will take you to the confirmation page. Familiarize yourself with the terms and conditions, and if you agree, install the app by selecting the corresponding button.

Step 3

The installation will begin and the app will automatically be added to your Shopify store.

Once done, you will be able to export all the data you need.

Here’s how to do it:

  1. Go to Reports page and select New report.
  2. You will see the screen that will help you configure your data export according to your business needs.

First of all, you need to decide which specific dataset you want to export. You can choose products, customers, orders, inventory items, product variants, draft orders, bidding transactions, bank accounts, disputes, or payments from the drop-down menu.

If necessary, add filters in the corresponding subsection to further refine your selection.

Then you can choose the fields and rows you need for your Shopify custom report. Simply check the boxes next to the ones that interest you.

Enter the name of the report in the Last name field. If desired, add a description for your report.

Then specify a file format. Excel and CSV are available.

It is also possible to configure email notifications, choose the destination, where your Shopify reports will be stored and will schedule the automatic data export. This last option will be particularly useful if you need to prepare and export large amounts of data. It allows you to set a certain time for starting the procedure.

Once you are done with the criteria, save the report or click on the Throw away button if you need to reset the settings to default values.

  1. A newly created report will be available on the Reports page. It will be assigned a “Not Ready” status.

Now you need to generate an export file. Just click on the Run button and the report status will change to “Pending” and then to “In Progress”.

At the end of the process, the report will be assigned the status “Ready”. You can now upload your file. To do this, click on the Download action or on the Export history action and select the required item.

How to set up the scheduled Shopify data export

In case you need to schedule the periodic export of data from any of your reports, you can configure the scheduler.

  1. Find it Export planner section in the Report tab
  2. Choose the recurring period and start time as needed.
  3. Click on Save button to apply the changes.

How to use Shopify report templates

If you don’t want to create your reports from scratch, use templates.

  1. Click on the Create from template button or go to Report Templates page using the link on the start page.
  2. You will be redirected to Models page. To create a new report from a template, simply select the appropriate template and click Create report button on it.
  3. You will be redirected to the report form with a predefined configuration that you can customize according to your needs.

In addition to all of the above features, the Exporter – Data Export app also allows setting up email notifications, integration with Google Drive and FTP integration. Learn more about all of the app’s features in the manual or watch the demo video: https://www.youtube.com/watch?v=ZzqR6K4uAsE

Conclusion

The availability of up-to-date retail data is crucial for analyzing sales performance and optimizing e-commerce business processes. Shopify’s built-in reporting feature can help you get your store’s data for later use, but to dig deep and get really useful insights without the extra effort you need a smarter tool like Exportier – Data Export App. from Alpha Serve. It offers several options and features that will help you get the most out of your ecommerce data.


Interesting Related Article: “How To Start A Shopify Store”