Customized Reports

Customized reports bring the power of report creation to your fingertips. Take a look at how it's done so that you can make the most of your Shopify reporting with Report Pundit.

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.

📋 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 Report 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.

🌟 That's it. You've successfully customized your report.

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.

✏️

Edit: You can edit the field name by clicking on ✏️, typing in the name, and then clicking 'Okay'.

👁️

Hide: You can hide the field from the report by clicking on 👁️ 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.

🗑️

Remove: Click on 🗑️ to remove the selected field from the report.

⁝

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.