Guide Library for Shopify owners and operators

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Customer Journey Report
Customer Journey
Apr 2024

Customer Journey Report

The Customer Journey report tracks each customer’s purchase history, providing a window into their Customer Lifetime Value (CLV). You view the revenue contributed by each customer on their first, second, and subsequent orders.

UTM Report
Customer Journey
Mar 2024

UTM Report

There’s a lot of data to capture from UTM parameters, especially if your campaign is spread out over social, search, third-party websites and other places. This data helps you understand customer behavior and rope in high-value, loyal relationships for your Shopify store.

Tax Report
Taxes
Mar 2024

Tax Report

Complying with sales tax codes online can be a real chore. If you’re an online merchant in the US, you need to comply with State, County, and Local/Municipal tax regulations. Besides, there may be other international taxes like VAT, GST, etc. to consider.

Product Combination Report
Product, Variants & SKU
Mar 2024

Product Combination Report

Ecommerce has simplified our shopping habits, allowing us to snag our favorite products in a snap. Imagine taking that convenience up a notch as a seller for your Shopify store. By introducing product bundling, where customers can discover items that compliment their main purchase, you’re not just selling more; you’re crafting an experience. This approach naturally fosters customer loyalty and enhances the joy of discovery.

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Sales & Order
Jan 2024

Sales by Discount Code Report

Discounting is a great strategy for merchants to quickly move their stock and increase sales volume. But offering discounts can be tricky. Offer too little and a promotion fails. Offer too much and your profits go downhill. Offer at the wrong time or to the wrong people and you lose brand value along with revenue. One bad choice of discount code is all it takes to create such problems.

Product, Variants & SKU
Jan 2024

Best Selling Products Report

Market trends shift rapidly, impacting your product movement. Demographic, geographic, and other long-term trends also influence your sales rates. If your product lineup doesn’t meet the changing demands, customers will bail on your store in no time.

Product, Variants & SKU
Jan 2024

Sales by Existing Product Report

The Pareto Principle tells us that just 20% of products generate 80% of profits. In other words, every sale adds to your overall revenue, but not every product contributes equally to it.

Sales & Order
Jan 2024

Sales by Customer Report

You deliver the best shopping experience to customers with priority/free shipping, freebies, special discounts and more. But what are they bringing to the table in return for your efforts? Knowing this answer for each customer is key to building stronger relationships with them.

Sales & Order
Jan 2024

Sales by Channel Report

By selling your products across multiple channels, you reach out to a larger number of customers and significantly increase your sales. With multiple sales methods, you let customers reach your business the way they want. This convenience improves brand loyalty and trust. But it means nothing to your risk management if you’re unaware of each channel’s performance.

Inventory
Jan 2024

Inventory Cost Report

Efficiently managing your business’s profitability is no small feat. While you meticulously track marketing costs, Shopify fees and other expenses, it’s crucial not to overlook a pivotal element – inventory costs. Neglecting this aspect can throw your profitability off balance, impacting the overall financial health of your ecommerce store.

Sales & Order
Dec 2023

Refund Report

Refunds play an important role as they ensure that customers are reimbursed if they’re unsatisfied with your products or services. Managing refunds is crucial to keeping customers happy by providing them a better experience with your store.

Sales & Order
Dec 2023

Finance Summary Report

Report Pundit’s Finance Summary Report gives a solid overview about your store’s finances. Get a glimpse of how much money is collected via Orders Received, Sales Taxes and Shipping from the customer. Learn how much money remains after deductions like refunds and discounts. Track it all by sale/order – all within your choice of date range.

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