How to Create Reports with Shopify Tags for Analysis

Discover how to use Shopify tags to create detailed reports, analyze trends, and optimize product, customer, and order management for improved store performance.
How to Create Reports with Shopify Tags for Analysis

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Shopify merchants constantly look for ways to optimize their store performance and make informed decisions. One powerful tool that can help in this process is using tags for reporting and analysis. Effectively leveraging tags can simplify data organization, streamline workflow, and enhance insights into your store's performance. By effectively using tags, you create a more organized experience for yourself. Report Pundit, a comprehensive and detailed reporting tool for Shopify, allows users to create detailed reports using tags for a deeper analysis of product, customer, and order data.

Exploring Tags (Product, Customer, Order)

Tags are labels attached to products, customers, and orders to improve data management and reporting capabilities. Here’s a quick breakdown of how these tags work:

Product Tags: These are used to label products with keywords or categories, such as “Season 2023” or “Season 2024.” This helps merchants segment products and create targeted reports.

Customer Tags: Customer tags can include labels like “VIP,” “First-time buyer,” or “Loyalty Program,” which are useful for segmenting customer data and tracking behavior.

Order Tags: Order tags help track orders with specific characteristics, like “Handle with Care,” “Gift Order,” or “Free Order’” making it easier to analyze orders based on their attributes.

These tags make it easy to filter, sort, and group data, giving a clearer view of performance trends and customer behavior.

Using Tags for Reporting

When using Report Pundit for reporting with tags, merchants can take advantage of a variety of options that enhance the clarity and usefulness of their reports:

1. Splitting/Separation of Tags

Splitting tags means breaking down a multi-tagged item into individual tags. For instance, if a product has two different tags like “Spring”, or “New Arrival,” Report Pundit can separate these tags to provide a granular view of which products fall under each category. This can be crucial for understanding the distribution of product types or identifying popular product tags.

2. Filter by Tags

Filters allow merchants to narrow down data for more precise reporting. For example, you can create a report that only shows orders with the tag “High Priority.” This is especially helpful for analyzing segments like premium orders or urgent customer requests, making it easy to prioritize actions based on data.

3. Sort by Tags

Sorting data by tags can help identify your store's most frequently used or relevant tags. For instance, sorting orders by tags like “Holiday Sale” or “Discount” allows you to gauge the promotions that have led to the highest sales volumes.

4. Grouping by Tags

Grouping data by tags can provide insights into broader aspects. For example, you could create a report grouping customers by tags such as “Loyalty Member” or “Newsletter Subscriber.” This helps identify which customer segments contribute most to sales and engagement, enabling more targeted marketing and communication strategies.

Custom Reports by Tags 

Creating custom reports with Report Pundit using tags can provide merchants with tailored insights that fit their business needs. Here’s how to create these custom reports:

Select the Report Type: Choose the report format based on your need to analyze products, orders, or customers.

Tags as Data Point: Integrate the relevant tags into your data fields. This allows Report Pundit to include tags in the report and display insights accordingly.

Filters for Precision: Apply filters to focus on specific tags. For example, you could filter customer data to include only those with tags like “Repeat Customer” or “VIP.”

Customize Sorting and Grouping: Sort the data by tags to easily identify priority items or group them to understand overarching trends, such as which product tags have generated the most revenue.

Generate and Export: Once your custom report is complete, you can generate it, analyze the data within Report Pundit, and export it for further use.

Here are some other ways to use tags to stay organized:

  • Create a smart collection by applying tags.
  • Add tags to products to improve their visibility in your online store search.
  • Use tags to filter products when linking to a collection in your online store navigation

How Order Tags Report Simplifies Order Management for Food Industry Merchants

Client Overview:

"FreshBites," an online food delivery business, specializes in delivering fresh, organic produce to customers. With daily orders pouring in and tight delivery deadlines, managing shipping schedules, canceled orders, and tracking prior delivery dates they had become overwhelming for the merchant.

The Challenge:

FreshBites faced inefficiencies in tracking orders manually using native store reports. Tasks such as identifying canceled orders, monitoring upcoming delivery dates, and ensuring timely shipments required extensive time and effort. This often led to missed deadlines, increased customer complaints, and a growing need for a streamlined operation optimization solution.

After that the Shop adopted Tag Report to automate and simplify their order management process. The tool integrates seamlessly with Shopify, providing comprehensive insights with just one click, an improvement over native store reports that lacked customization and detailed filtering capabilities.

How Tag Report Helped FreshBites:

Tracking Prior Delivery Dates

With Tag Report, FreshBites could instantly access a clear timeline of upcoming and prior delivery dates. This allowed the team to prioritize urgent deliveries, ensuring all orders reached customers fresh and on time.

Example: A bulk order of organic fruits was scheduled for delivery to a local café the next day. The merchant flagged this order using Tag Report, ensuring it was prioritized for early shipping.

Tag Report highlighted canceled orders in real-time, reducing unnecessary effort spent on preparing shipments for voided transactions. The tool’s detailed tagging system also provided insights into why cancellations occurred, helping FreshBites address recurring issues. 

Order Insights with One Click

Unlike native Shopify reports, Tag Report integrates all critical order details such as order status, shipping tags, and delivery schedules in a single view. This eliminated manual filtering and saved hours of administrative work.

Example: During a peak holiday season, Tag Report allowed FreshBites to monitor 300+ orders efficiently, ensuring no delays or errors in fulfillment.

With Tag Report, FreshBites analyzes

  • A reduction in manual effort for order tracking.
  • Improved delivery timelines, increasing customer satisfaction.
  • Faster resolution of issues related to canceled or delayed orders.

For food industry merchants like FreshBites, Tag Report allows them to manage orders seamlessly. The Tool’s intuitive features and real-time data access, the tool reduced operational complexities. It allowed the team to focus on what mattered most like delivering fresh, high-quality food to their customers.

Conclusion

Shopify tags provide a useful way to organize data and generate valuable insights. Leveraging Report Pundit to create reports with these tags can help Shopify merchants unlock deeper analysis of reports, drive targeted strategies, and optimize store performance. Start using Shopify tags for advanced reporting with Report Pundit to make your data work harder for your business. 

This level of customization allows merchants to analyze their business, identify key trends, and make data-driven decisions. The process is user-friendly, thanks to Report Pundit’s intuitive interface, which eases report creation even for non-technical use.

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