> For the complete documentation index, see [llms.txt](https://docs.reportpundit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reportpundit.com/knowledge-base/settings/mcp-connector/questions-to-ask-claude-about-your-shopify-reports.md). # Questions to ask Claude about your Shopify reports Once a report is in your conversation, the quality of the answer depends on the question. This page is a library of questions that work, organised by the kind of report you already have. Find your report family below, copy a question, and change the details to match your store. Everything here assumes Report Pundit is connected. If it is not, see [How to connect Report Pundit to Claude](https://claude.ai/connect-report-pundit-to-claude). ### How to phrase a question that works Three things make the difference between a vague answer and a useful one. **Name the report.** "Run my Sales by Product report and..." beats "look at my sales." Claude then knows exactly which rows it is working from. **Name the period.** Reports run on their own saved date range unless you say otherwise. If the period matters, say it. See [How to run a report for a different date range in Claude](https://claude.ai/change-date-range-in-claude). **Name the level of detail.** By product, by variant, by day, by order, by country. Without this, Claude picks a level, and it may not be yours. You do not need to write a perfect prompt. Ask, look at the answer, then refine. Follow-up questions are answered from the data already in the conversation, so they are instant. ### Sales and orders *Assumes a Sales or Order report with revenue, quantity and dates.* > Which products drove the revenue change between this month and last month? > What share of my revenue comes from my top 10 products, and how concentrated is that? > Which days of the week and times of day produce the most orders? > Which discount codes were used most, and what did each one cost me in discount value against the revenue it brought in? > Is my average order value rising or falling, and is that driven by price or by items per order? > Break revenue down by sales channel and tell me which is growing fastest. ### Products and variants *Assumes a Product Variant or Total Products Sold report.* > Which variants sell best within each product, and are there variants I should stop carrying? > Which products have I never sold, and how many are there? > Which products sell well in units but poorly in revenue, and the other way around? > Group my products by vendor and tell me which vendors earn their shelf space. > Which product tags are attached to my best sellers? ### Inventory *Assumes an Inventory on Hand or inventory snapshot report. For inventory over time, use a snapshot report.* > Based on my current stock and my sales rate over the last 30 days, which products will run out first? > Which SKUs have not sold in 90 days, and how much stock value is sitting in them? > Which of my top 20 sellers are currently low or out of stock? > Compare stock levels by location and tell me where stock is sitting away from where it sells. > Which variants keep going out of stock, based on my snapshot report over the last three months? ### Customers *Assumes a Customer report with order counts and spend.* > What proportion of my customers have ordered more than once? > How long is the typical gap between a customer's first and second order? > Which customers spent the most in the last 12 months and have not ordered in the last three? > Split revenue by new versus returning customers, by month. > Which products do my repeat customers buy first, compared to one-time buyers? ### Fulfilment and shipping *Assumes a Fulfillment report, or an unfulfilled or partially shipped orders report.* > Which orders are paid but not yet fulfilled, and how old is the oldest? > What is my average time from order to fulfilment, and is it getting longer? > Are fulfilment delays concentrated in a particular location, shipping method or product? > List partially shipped orders and tell me what is holding each one up. > Which shipping methods are customers actually choosing, and how does that split by country? ### Refunds and returns *Assumes a Refund report, ideally alongside a Sales report.* > Which products have the highest return rate relative to units sold? > What do returns do to my margin per product once I account for refunded value? > Are returns concentrated in particular variants, sizes or colours? > How has my return rate changed over the last six months? > Which refund reasons come up most often? ### Payouts and transactions *Assumes a Payout, Payout Line Item or Transaction report.* > Does this payout reconcile to the orders inside it, and what explains any difference? > What am I paying in payment processing fees as a percentage of revenue, broken down by gateway? > Summarise my payouts by month, with gross, fees, refunds and net. > Which transactions failed, and is there a pattern in them? > Show me the order line item detail behind the largest payout in this period. ### Tax *Assumes a tax report, such as tax by country or a regional tax report.* > Summarise tax collected by country for this quarter. > Break tax down by state or province and flag anything that looks unusual against the rest. > Compare tax collected this quarter against last quarter and explain any large movement. > Which orders have no tax recorded, and is that expected? Always reconcile tax figures against a Report Pundit export before you file or pay. See [Getting accurate results from large reports in Claude](https://claude.ai/claude-large-reports-best-practices). ### Abandoned checkouts and draft orders *Assumes an Abandoned Checkout or Draft Order report.* > How much value is sitting in abandoned checkouts this month, and which products appear most? > At what point are customers abandoning, and does it differ by device or country? > Which abandoned checkouts have the highest value and a contactable email? > Which draft orders are still pending, and how old are they? ### Marketing and attribution *Assumes a UTM campaign report, or an ads or analytics report.* > Which UTM campaigns produce the highest revenue per order, not just the most orders? > Which channels bring customers who go on to order again? > Compare ad spend against attributed revenue by campaign and tell me which are underwater. > Which sources send traffic that converts on first visit versus later? ### Combine two reports for questions one cannot answer Some of the most useful questions need two reports. Ask for both in one message and Claude will run each in turn. **Sales plus inventory,** for reorder decisions: > Run my Sales by Product report for the last 60 days and my Inventory on Hand report, then tell me which products I should reorder this week and roughly how many. **Sales plus refunds,** for true profitability: > Run my Sales by Product and Refund reports for last quarter and rank products by net revenue after refunds. **Sales plus fulfilment,** for operational strain: > Run my Sales and Fulfillment reports for the last 30 days and tell me whether fulfilment times get worse on my highest volume days. ### Four question patterns that beat "summarise this" These work on any report, and they are where the connector earns its keep. **Explain the change.** Do not ask what happened, ask what caused it. > Revenue fell 12% in August. Break that down into how much came from fewer orders, lower average order value, and product mix. **Find the anomaly.** Let Claude look first, before you tell it what you suspect. > Look at this report and tell me the three things you think are worth investigating, before I tell you what I think. **Decide something.** The analysis exists to produce a decision, so ask for the decision. > Based on this, which five SKUs should I discount out and which should I reorder? Give me a reason for each. **Stress-test the read.** This is the question most people never ask, and it is the one that protects you. > What would make that conclusion wrong, and which other report would confirm or contradict it? ### Ask for the output you actually need Claude does not have to answer in prose. > Chart revenue by month for the last 12 months. > Put the top 50 products into a spreadsheet with revenue, units and return rate, and give me a download. > Write me a five-line summary of this I can paste into Slack for my team. ### Make a good question repeatable When a question works, keep it. Paste the same prompt next month and change the dates. Merchants who get the most from this end up with a handful of prompts they run on a schedule, in the same way they used to run a handful of reports. If you find yourself running the same report and question every week, it may be worth building the report in Report Pundit and putting it on a schedule as well, so the numbers arrive whether or not you ask. ### Related articles * [How to pull a report into Claude](https://claude.ai/pull-saved-report-into-claude) * [How to run a report for a different date range in Claude](https://claude.ai/change-date-range-in-claude) * [How to run a report from the Library in Claude](https://claude.ai/run-pre-created-report-in-claude) * [Getting accurate results from large reports in Claude](https://claude.ai/claude-large-reports-best-practices)