# 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 the<img src="/files/PM5XlQm0m9uJE3bNdRr4" alt="" data-size="line">button in two pages: '**Library'** & '**My Reports**' page. Go to either of the pages using our navigation panel on the top, and click on <img src="/files/PM5XlQm0m9uJE3bNdRr4" alt="" data-size="line">
2. **Name** your report. Add a **Report Description** if required, and click on '**Continue**'.

<figure><img src="/files/KpgOpSQDawA0SBy57a2G" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/WOhlgVJLJrkhkRSdLmYe" alt=""><figcaption></figcaption></figure>

4. The first report type from the report category will be chosen by defaul&#x74;**.** 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.

<figure><img src="/files/CMr2BIDxGMQsWmPv1t0M" alt=""><figcaption></figcaption></figure>

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** optio&#x6E;**.**

<figure><img src="/files/HD2ye2kZHMIzxJN7DynO" alt=""><figcaption></figcaption></figure>

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.&#x20;

In this example, the fields selected are *Barcode (UPC), Inventory Quantity, and Price*.

<div align="center"><figure><img src="/files/CqrsnyLyX2WYOsmNX5b3" alt=""><figcaption></figcaption></figure></div>

7. To save the report, click on the "**Save**" button. You can access your report anytime in the "**My Reports**" page.

<figure><img src="/files/Ts8Kj00UjGWW1h3FKidc" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
&#x20;:star2: That's it. You've successfully customized your report. &#x20;
{% endhint %}

### **Selected Fields Panel**

You can find the data fields you've added to your report in the left side panel as shown:

<figure><img src="/files/CadCo6leEsEgvj6uZY8D" alt=""><figcaption></figcaption></figure>

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.&#x20;

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 field&#x73;***.*** Use the dotted tab to the left of each data field to move it.

### How to Edit A Data Field&#x20;

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.&#x20;
{% endtab %}

{% tab title="🗑️" %}
**Remove:** Click on :wastebasket: to remove the selected field from the report.
{% endtab %}

{% tab title="⁝" %}
**Additional Options**: Click on the  <img src="/files/alS3mXCTx7xAuQshSAYB" alt="" data-size="line">  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 %}


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