A Guide To Hassle-Free Report Generation

Discover how to master report creation with Report Pundit. Dive into the article to break down the process, making it simple for you to craft reports from scratch or tailor our templates to fit your specific needs.
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Welcome!

Congratulations on taking the first step towards streamlining your Shopify store data. With Report Pundit, generating detailed and customized reports using your Shopify data has never been easier. Whether you are using a premade report or creating a custom one with help from our experts, you’ll find the information you need in this handy guide. Read on to supercharge your Shopify data reporting the simple and fast way. 

Two Methods to Create Your Custom Shopify Reports

  1. Using Premade Reports
  2. Creating Custom Reports

Using Pre-made Reports

Putting it simply, Pre-made report are to Shopify reporting what Ikea is to furniture. These templates allow you to create reports on various aspects of your Shopify business with just a few clicks.

They are constructed using our experience of serving over 10,000 customers, gathering inputs and feedback from them at every step of the way. This means you’re always in step with the industry when you use these templates while also saving time and costs. 

Explore our library of over 100 ready-to-use templates, covering a wide range of reporting categories. Each template includes multiple relevant data fields presented as columns, and you can easily add additional columns along the way.

You can find these pre-made templates in the Library section of the app.

How to Create a Report Using Premade Report Templates

Navigate to the Library section of the app. There, you’ll find many report categories with a list of templates in each. Find the template you want under the relevant category and simply click on it.

A report will be presented to you with the relevant data fields filled with your Shopify data. If you want, you can add more data columns by clicking on the “Add columns” or “Need Custom Column?” options as required. 

Let’s walk through template-based report creation using an example.  

As you can see, the desired report  appears with data related to the template category and report type you have selected.. You can make any change to the report table with customization options like adding columns, filters, sorting, etc.. You will find more details about these customization options in the next section. 

Creating Custom Reports

In case our vast number of available pre-made templates can’t meet your reporting needs, you can create a custom report. Optimize it to serve your specific requirements by adding the data fields you want.

We have made the process of creating custom reports just as easy as generating template-based reports for true convenience. This process, similar to our pre-made report templates, has been designed using our years of experience and inputs from our 10,000+ customers. 

There’s more. With the Report Designer tool, you have full control over customizing your reports. You can format your report, apply filters and sorting, select preferred date ranges, and add multiple data columns according to your needs.

How To Create Custom Reports

We’ve made sure that the option to create custom reports is always within reach. Just click on the “Create Custom Report” button in the Library section. Or , click on the “Create Report” button in the My Reports section and select the “Custom Report” option. 

Name the report and add optional comments in the pop-up that appears. Then, choose your preferred report category in the next pop-up. You should see a report generated like the one shown below.

Now, you simply have to select the data fields you want in your report. The designer tool will handle the formatting and layout based on your customization preferences.

By selecting the appropriate fields, you define the report for your specific use case. Meaning, you create a customized report that suits your specific needs and requirements.

So, if you need to create a report all by yourself, don’t worry – the report designer tool makes it easy and straightforward. 

Even better – You can add Static and Calculated Columns to your report.

Leveraging Static and Calculated Columns

A static column is designed to display consistent, unchanging values that do not require any calculation or manipulation. For example, it can be used to display a company’s logo or a specific note about a particular record. 

On the other hand, a calculated column displays calculated data based on SQL query inputs. It extracts data from the database and uses a formula or query to obtain the results. 

The use of static and calculated columns allows for greater flexibility and customization when working with data., You can take advantage of both column types to create a well-rounded, detailed report that meets your specific requirements

Still feeling overwhelmed about creating custom columns? Don’t worry. Just reach out to our expert customer representatives to have those columns created for you.

Exploring Report Designer

Now that you are ready to create both Premade and Custom Reports,  you can delve deeper into Report Designer to make the most of your reporting.

Date Range

Report Designer provides the option to select the date range for your reports. When selected, you’ll only view data within that range.

You can further refine the range by hour, day, week, month, quarter, and year. Furthermore, the Advance option displays data from present day to a chosen number of days, weeks, or months in the past. You can do the same with the Custom option by selecting the exact date range via a GUI calendar, and additional hour settings. 

Filter Condition 

If you want to see a specific dataset based on certain criteria in your reports, use the Filter option in Report Designer. Filter any data column with various preset conditions available in the Filter tab.

You get filter conditions based on the data field you select and the data available in the columns.

You can add multiple filter conditions to your reports using the AND and OR functions available in the filter tab.

Sort Condition 

Arrange the data in your reports in the order you want with multiple Sort conditions. 

Use the “Sort by” option to select the number of data rows you want to see in your report. For example, select Top 25, you’ll only see data of the top 25 items being reported on. 

Note that you cannot apply two sort conditions to the same data column.

Chart 

A picture is known to speak a lot of words. In Report Pundit, pictures take the form of Charts. This newly introduced feature lets you view your report as clear, vibrant visualizations packed with all the data points in your report. It’ll aid your data analysis to help improve your critical decision-making process. 

It has been  designed to give you a visual glimpse of your data at the click of a button. Just head to the top right corner of a report and click on the Charts (beta) button and you’ll be presented with a graphical representation. Another click will bring you back to the table view. 

To keep things interesting and informative at the same time, you get 5 chart types to choose from. 

  • Line: Visualizes report data in the form of colored lines
  • Bar: Presents the data as a series of colored bars
  • Stacked Bar: Places one bar over another using different colors
  • Area: Similar to a line graph but with colored shading of the relevant area
  • Stacked Area: Places one area graph over another with each shaded in a different color

Note that Charts are only available in some reports based on applicability. 

Understanding Report Exporter and Scheduler 

As a Report Pundit user, you enjoy a hands-off approach when it comes to report delivery with Scheduler and Exporter. Simply choose your preferred time, destination, and file type in the scheduler and your desired report will be forwarded accordingly. 

We’ve added multiple file formats, transfer channels, and destinations for your convenience. You can choose to send your reports via Email and FTP, or directly export them to your preferred device. Reports can also be scheduled to be exported to a Google Drive account, to Google Sheets, Power BI, and Big Query. Output file format options include Zip, PDF, CSV, and Excel sheet. 

You can reach the scheduling menu by clicking on the “Schedule” button when in a report. Another way is to click on the Auto-schedule icon of your desired report when in the My Reports section. Alternatively, you can change your preferred auto-export options when rescheduling reports in the Schedule section. 

The Export button within reports sends a report file in your preferred or default format to a set destination or your device. 

Find a glimpse of the scheduling and exporting feature below:

Some data in a report will often show changes in value, while other data may not change frequently. Some data values may even remain unchanging, such as those in static columns.  This flexibility is provided so that you can alter your report generation to match your report viewing timing preferences, such as monthly or hourly. 

Enhanced Report Exporting with Advanced Scheduling

In the above section, we discussed the scheduling options available in Report Pundit. However, that’s not all you get with our app.  We also have Advanced Scheduling options for report exporting enhancement as well. 

Let’s explore them briefly.

  • N Number of days – Generate a report from any last N number of dates, e.g., data from the last 7 days

  • QTD – Fetch data from the first day of the current quarter to the present day

  • YTD –  Fetch data from the first day of the current year to the present day

  • Static Start Date – Obtain data from a fixed start date to any date

  • Custom Date Range – This option allows you to continuously update the start and end dates for your data

  • Last Completed Month – Generate previous month’s entire data

When scheduling reports, choose the export destination, file format, and attachment type (such as a file, link, or zip). 

As mentioned earlier, scheduling comes with the convenience of setting a preferred Email ID as a destination option. This allows you to specify a particular email address as the recipient, add CC recipients, and include a subject title along with personalized content.  You’ll find it in the Output Options  stage of the scheduler.

You also have access to some advanced Excel options that allow you to edit the header, change the text color, adjust the text size, and modify the text alignment. 

Empower Your Shopify Reporting Experience

Well done! 

You’ve reached the end of this article, and what we believe will be the start of your empowered Shopify reporting experience. With the above-mentioned tips and guidelines, you can confidently and conveniently start creating reports by yourself. 

Need more details about how to make the most of Report Pundit? Navigate to the Help section for all the documentation you’ll need to become a pro.

And if there’s anything you find we’ve missed in this guide, don’t hesitate to give us your feedback. We’re always looking to improve how we serve you.