How to pull a report into Claude
Once Report Pundit is connected, you pull a report into Claude by asking for it in plain language. There is no export, no file and no upload. Claude runs the report on Report Pundit's servers and reads the results straight into your conversation.
This article walks through it once, end to end, using a sales report as the example. The same four steps work for any report you have.
Before you start
Report Pundit connected to Claude. If you have not done that yet, see How to connect Report Pundit to Claude.
The connector switched on for the conversation you are in. Click the + button in the message box, open Connectors, and check that Report Pundit is on.
Step 1: Ask Claude what reports you have
Start here even if you know your reports by heart, because it tells you which names Claude can match against.
List my Report Pundit reports.
Claude returns the reports from your My Reports page, with their names and report types. These are your own reports, so you should recognise them.
The first time Claude uses the connector in a conversation, it may ask your permission to run the tool. Allow it.
To narrow a long list, say what you are after:
List my Report Pundit reports with "inventory" in the name.
If nothing comes back, the connector is not switched on for this conversation, or you have no reports yet. For the second case, see How to run a report from the Library in Claude.
Step 2: Check what the report contains before you run it
This step takes a second and saves you from analysing the wrong thing.
What fields and filters does my Sales by Product report use?
Claude reads the report's definition without running it, so the answer comes back immediately. You will see:
the report type it is built on
the fields it includes
the filters applied, and how they combine
the date range saved on the report
the sort order
Two things to look at in that answer. First, the date range, because that is what the report will run for unless you ask for something else. Second, the filters, since a report built for one purpose often excludes rows you would want for another. A report filtered to a single sales channel will not answer a question about total revenue, and it is much better to notice that now than after the analysis.
If the report is not the right one, go back to your list and pick another. If the fields or filters need changing, do that in Report Pundit. Claude reads reports, it does not edit them.
Step 3: Run the report
Run my Sales by Product report.
You can also skip straight to what you want and let Claude do both:
Run my Sales by Product report and show me the top 20 products by revenue.
To run it for a different period, say so in the same message:
Run my Sales by Product report for 1 August to 31 August 2026.
That overrides the report's saved date range for this run only. Your report in Report Pundit is unchanged. See How to run a report for a different date range in Claude.
Step 4: What happens while it runs
The report runs on Report Pundit's servers, exactly as it would in the app, using the same fields and filters. Claude waits for it to finish and then reads the columns and rows into your conversation.
How long that takes depends on the report, not on Claude. A focused report over a short date range comes back quickly. A wide report over a long date range takes the time it would take in the app.
If it is taking longer than you want, ask Claude to stop:
Cancel that report run.
Then run it again over a shorter date range, which is usually much faster.
If the run fails, Claude will tell you. Run it again before assuming something is broken, since a single failure is often transient. If it keeps failing, try running the same report in Report Pundit to see whether the problem is the report itself.
Step 5: Ask your first question
Once the data is in the conversation, ask what you actually want to know. Two useful ways to start.
A specific question, when you already know what you are looking for:
Which five products brought in the most revenue, and what share of the total is that?
An open question, when you want a second pair of eyes:
Look at this report and tell me the three things you think are worth my attention.
You can also ask for a particular output rather than an explanation:
Chart revenue by product for the top 15.
Put this into a spreadsheet I can download, with a total row.
For questions grouped by the kind of report you have, see Questions to ask Claude about your Shopify reports.
Keep going in the same conversation
The report data stays in your conversation. Every follow-up question is answered from the rows Claude already has, so it is instant and there is nothing to re-run.
Now break that down by month.
Which of those had the highest return rate?
How does August compare to July?
That last one does need a second run, since it needs data Claude does not have yet, but Claude will handle it in the same conversation and keep both sets side by side.
Starting a new chat is what clears the data. If you find yourself re-running the same report repeatedly, you are probably starting new chats when you could stay in one.
When the numbers look wrong
If a total does not match what you expect, ask Claude to show its working before you doubt the number:
How did you calculate that figure, and which columns did you use?
Most mismatches come from one of three things: the date range on the run, a filter on the report, or a column that means something slightly different from what it sounds like. Claude showing its working exposes all three quickly.
For reports large enough that this matters more, and for the figures you should always reconcile against a Report Pundit export, see Getting accurate results from large reports in Claude.
Common problems
Claude cannot find a report by name. Report names have to be close enough to match. Ask for the list again and use the name exactly as it appears, or give Claude a keyword and let it find the report.
You have several reports with the same name. Claude may pick a different one than you meant. Rename them in My Reports so each is distinct, or tell Claude which report type you want, for example "the Sales one, not the Fulfilment one."
The report ran but returned no rows. Almost always the date range or a filter. Ask Claude what date range it used, then check the report's filters from Step 2.
Claude summarises instead of giving you the detail you asked for. Ask again and be specific about the level you want: by product, by variant, by day, by order.
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