Skip to main content

Creating custom Shopify reports

Help for using SyncWith when creating and running your own Shopify reports

Updated today

SyncWith can be used to create all sorts of reports to run against your Shopify store (or stores), you can do this either of our free Shopify apps:

  1. Our embedded Shopify Reports app for running reports against a single store in the Shopify admin interface

  2. Or using our Google Sheets addon, which can run reports against one or more Shopify stores, and against other data sources including Facebook Ads, Google Analytics and more

    1. You can find it in the Shopify app store here: https://apps.shopify.com/syncwith

Filtering

If you're having troubles filtering your report, maybe no rows are showing up, or not the rows you expect, please try these steps:

  1. Remove the filter(s)

  2. Add the fields you intend to filter with to the report (without filtering on them)

  3. Run the report

This will let you confirm you've found the correct field, and let you see the actual values in the field, this will ensure you can setup the filters correctly.

Then you can add the filters as need.

Blank values in rows

When running SyncWith reports for Shopify it can be possible to end up with blank values. This usually happens when you report contains fields from different objects within the Shopify ecosystem, and SyncWith keeps them separate.

An example of this is if you ran a report using the fields Order, Total Sales, Product title, Product price, Transaction amount, Transaction Type. In this example SyncWith doesn't combine product fields with transaction fields, because they are not necessarily linked. An order might comprise multiple products, and it might comprise multiple transactions, and there is no relationship between products and transactions.

In this scenario SyncWith will produce multiple rows per order, one for each product, and one for each transaction. The rows for the products will contain blank values for the transaction fields, and the rows for the transactions will contain blank values for the product fields.

For order reports one tip to try to minimize blank values is to set the Report level to Order. This will tell SyncWith to produce only one row per order, and you should avoid the blank values. However, Order level reporting has its own tradeoffs, in this example it will combine the product fields Product title and Product price into one field, so the titles end up with their respective prices, and it will combine the transaction fields into a single field.

Did this answer your question?