# Customize Reports Every Shopify business is unique, with its own reporting requirements. Report Pundit recognizes this reality with Custom Report creation. Whether you want to generate a new report from scratch, or modify an existing report, the feature empowers you to gain the data you need for personalized Shopify store insights. ## :clipboard: Steps to Create your Customized Report 1. You can find thebutton in two pages: '**Library'** & '**My Reports**' page. Go to either of the pages using our navigation panel on the top, and click on 2. **Name** your report. Add a **Report Description** if required, and click on '**Continue**'.
3. Select your R**eport Category** from the **13 options** available. Once confirmed, the data fields for that category will be displayed. Click on **Proceed** to continue.
4. The first report type from the report category will be chosen by default**.** In case you want to see or change the report type, select the **Report Type,** and choose the Report Type, from the sidebar on the left.
5. Select your desired date range from the several pre-sets using the date selector tab. You can also set custom **start and end dates**. \ For example: In this case, we have chosen the **Last 30 days** option**.**
6. To create your report, select the data fields you need via the **Select Fields** tab. You can use the **search bar** to quickly locate fields. In this example, the fields selected are *Barcode (UPC), Inventory Quantity, and Price*.
7. To save the report, click on the "**Save**" button. You can access your report anytime in the "**My Reports**" page.
{% hint style="success" %} :star2: That's it. You've successfully customized your report. {% endhint %} ### **Selected Fields Panel** You can find the data fields you've added to your report in the left side panel as shown:
The panel has a **Report Type** drop-down menu that shows what category your report falls under. You can also change the report type using this column as demonstrated above. This drop-down menu if followed by two columns showing the data fields (columns) included in your report: * **Numeric Columns**: displays the **numerical data fields** in your report. Ex.: Discount. * **Text Columns**: displays the **text fields** in the report. Ex.: Product Name The selected fields are automatically organized in the respective columns. You can manually change this order by simply **dragging and dropping** the fields***.*** Use the dotted tab to the left of each data field to move it. ### How to Edit A Data Field Place the cursor over a data field and you'll find options to **edit** it. {% tabs %} {% tab title="✏️" %} **Edit**: You can edit the field name by clicking on :pencil2:, typing in the name, and then clicking '**Okay'**. {% endtab %} {% tab title="👁️" %} **Hide**: You can hide the field from the report by clicking on :eye: button. It is useful in case you don't need a calculated field to be shown. This way you do not remove the field, but only hide it. {% endtab %} {% tab title="🗑️" %} **Remove:** Click on :wastebasket: to remove the selected field from the report. {% endtab %} {% tab title="⁝" %} **Additional Options**: Click on the button to access other field editing options. * **Group by:** You can group them according to Value(none), Row, and Column. * **Aggregate type:** You can add a calculating function to the numerical field. The 'Sum' aggregate '**∑'** is set by default on all numerical fields. * ***Sum*** - Gives you a summation of all the records in the field. * ***Count*** - Gives you a count of all the records in the field. * ***Count Unique*** - Gives you a count of all the unique records in the field. * ***Min*** - Gives you the minimum value among the records in the field. * ***Max*** - Gives you the maximum value among the records in the field. * ***Average*** - Give you the average value among the records in the field. * **Date Format:** You can change the date format for date fields as shown below. {% endtab %} {% endtabs %}