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Insightful Shopify Customer Reports

Published on: June 4 2023 by pipiads

In this article, we will be discussing Shopify reports and how to use them effectively. We will cover the different types of reports available depending on your Shopify plan, how to navigate the dashboard, and how to customize and save your own reports.

Shopify Reports:

- Shopify reports are called Shopify analytics in the backend and are available depending on your plan

- The dashboard is the first page you'll visit and provides a quick overview of your website's health and data

- Data is based on a time frame, which can be adjusted, and can be compared to a previous period

- Dashboard widgets include total sales, online sessions, conversion rates, and more

- Clicking on a widget leads to a detailed report that can be customized and saved

- Reports are divided into categories, including general sales, products, discounts, refunds, channels, and customers

- Each report provides different KPIs and data depending on the category

- Custom reports can be created and saved for future use

Shopify reports are a powerful tool for understanding your website's performance and identifying areas for improvement. By familiarizing yourself with the dashboard and reports, you can make informed decisions and grow your business effectively.

How I Read My Shopify Reports / Analytics For Beginners! 2020

Analyzing Shopify Analytics for Your Online Business

Shopify collects valuable data as people interact with your online store, and it is important to understand how to read and interpret this data. This article will cover key data points to look at in the Shopify analytics section, how to calculate profit, and some tips for increasing sales.

Key Data Points:

1. Total Sales: This is your net sales, which means it is gross sales minus discounts and returns. It includes taxes and shipping fees.

2. Online Store Sessions: This is the number of times someone visits your store, regardless of whether they make a purchase or not.

3. Online Store Conversion Rate: This measures the percentage of sessions that result in a desired action, such as making a purchase or adding an item to the cart.

4. Return Customer Rate: This measures the percentage of customers who make a repeat purchase.

5. Sales Traffic by Source: This shows where your traffic is coming from, such as social media or email marketing.

Calculating Profit:

To calculate profit, subtract your product costs, merchant fees, marketing expenses, and other fees from your gross sales.

Tips for Increasing Sales:

1. Bundle items together to encourage customers to spend more.

2. Offer upsells or related products during the checkout process.


More Detail into Shopify Customer Management

In this article, we will be discussing the management of customers in Shopify backend with defaults. We will explore the various features that Shopify offers to make customer management easier and more efficient. From customer groups to customer privacy, we will cover it all.

Customer Grid:

- Click on Customers in the backend to access the customer grid.

- You can view all your customers and their basic information, including name, notes, and amount of orders and money spent.

- Customer groups are built-in and can be filtered using the search box and filters.

- Customized customer groups can be created for marketing purposes.

- Filters include amount spent, tags, and account status.

Adding Customers:

- Customers can register themselves on the website or be added manually.

- Information such as name, phone number, and address can be added.

- Notes and tags can be used for internal business purposes.

Customer Detail Page:

- The customer detail page provides an overview of the customer's basic information.

- The customer account can be disabled or reset.

- Order history and average order value can be viewed for marketing purposes.

- The timeline provides a comprehensive history of the customer's interactions.

- Comments can be added to the timeline.

- Customer information, including name and email, can be edited.

- Multiple addresses can be added and managed.

- Tags can be used for marketing purposes.

Customer Privacy:

- GDPR regulations require businesses to manage personal identifiable information of customers.

- Customers have the right to request their data and for it to be deleted.

- Shopify offers the ability to export and import customer information.

Shopify offers a range of features to make customer management easier and more efficient. From customer groups to customer privacy, businesses can customize their customer management to suit their needs. By utilizing these features, businesses can improve their customer service and marketing strategies.

4 Essential Shopify Reports To Grow Your Store

Hey guys, it's Christian here, and today we're going to discuss four essential reports to grow your Shopify store. Let's get started!

Analyzing data is crucial for any business to succeed. Shopify offers various reports that can help store owners make informed decisions. In this article, we will discuss four essential Shopify reports that can help you grow your business.

1. Traffic Report:

The traffic report breaks down your website traffic according to each channel, including organic, social, direct, referral, email, and paid search. You can determine which channel brings you the most revenue and prioritize it in the future. You can also optimize your website for specific keywords to rank higher in organic searches. To find the traffic report, go to Analytics > Dashboards > Online Sessions by Traffic Source.

2. Average Order Value (AOV) Report:

The AOV report calculates the total value of your sales divided by the number of sales made in a given period. You can bundle, cross-sell, or upsell more products to increase your AOV. Offering free shipping can also encourage customers to add more items to their cart. To find the AOV report, go to Analytics > Dashboards > Average Order Value.

3. Sales Over Time Report:

The Sales Over Time report gives you the number of orders and total sales made over a specific period. Analyzing this data can help you identify which efforts are working and strategize accordingly. You can determine which changes lead to an increase in sales, such as optimizing your site for specific keywords or marketing on social media platforms. To find the Sales Over Time report, go to Analytics > Dashboards > Total Sales.

4. Returning Customer Report:

The Returning Customer report tells you which of your previous customers are returning to your store. You can arrange them based on how much they spend and their first and last purchase dates. Valuing your returning customers and showing them appreciation can help you nurture those relationships and encourage them to refer others to your store. To find the Returning Customer report, go to Analytics > Dashboards > Customer Return Rate.

Analyzing your Shopify store's data through reports can help you make informed decisions to grow your business. The Traffic, AOV, Sales Over Time, and Returning Customer reports are essential to monitor regularly. Don't forget to personalize your approach to returning customers and show them your appreciation. Keep in mind that the customer return rate sweet spot is between 40 to 50 percent. If you have any questions, feel free to leave a comment below. Don't forget to like and subscribe to our channel for more Shopify tips and strategies.

Shopify Analytics Tutorial: How To Use Shopify Analytics (Understand Shopify Analytics and Reports)

Without reading and analyzing your Shopify analytics, all the efforts you make to improve your store and marketing plans are like gambling. You need to start building your decisions on data to ensure you're doing the right thing to improve your business. In this advanced video, we'll show you in detail how to read and analyze your Shopify reports to take your business to the next level.

Hi there, I'm Rehab, and on this YouTube channel, I share videos related to e-commerce, entrepreneurship, and more. In today's video, I'm going to show you in detail how to read and analyze your Shopify reports to take your business to the next level.

Acquisition Reports:

1. Sessions Over Time:

- Shows the number of visitors during a certain period.

- Check for spikes and drops to understand the traffic.

- Analyze the quality of the traffic by seeing the number of conversion rates or added to cart.

- Filter by source to understand from where the traffic is coming.

2. Sessions by Refer:

- Shows from which source of traffic was performing the best.

- Analyze the conversion rate of the sessions coming from the source of traffic.

3. Sessions by Location:

- Shows from which countries you are attracting traffic.

- Analyze the potential countries and start advertising in them.

Behavior Reports:

1. Conversion Rate:

- Analyze the conversion rate of your store.

2. Top Online Store Search:

- Shows what your customers are searching for on your store.

- Helps you understand what your customers want and if they have any confusion.

3. Top Online Store Search with No Results:

- Shows the keywords that don't return any results.

- Helps you understand what your customers want and if they have any confusion.

4. Product Recommendation Conversion Over Time:

- Shows if your customers are interested in buying multiple products from your store.

5. Sessions by Landing Page:

Shopify | Making Reports Work For You

Hello and welcome to another episode of the ecommerce coffee break. In this episode, we will be discussing data and reporting in Shopify. We have Sam Zesty, the founder of CloudLab.com, as our guest today. CloudLab.com provides back office solutions for Shopify versions, and their app, Report Toaster, is our main topic today.

- Data and reporting are important for every business, and we will discuss how CloudLab.com's Report Toaster can help Shopify store owners.


- Sam Zesty introduces himself and CloudLab.com's background in enterprise back office financial software and big data analytics.

- CloudLab.com started with the purpose of providing back office solutions for Shopify store owners, especially small merchants who lack sophisticated tools for reporting.

- Report Toaster offers over 80 pre-configured reports and unlimited options for creating custom reports.

- Many Shopify store owners use Report Toaster for tax reporting, profit reporting, and tracking shipment status.

- CloudLab.com's integration with Mechanic and other third-party apps makes it easy to automate report generation and data delivery.

- Report Toaster is fully secure and adheres to GDPR and other privacy laws.


- CloudLab.com offers a free plan for basic and Shopify users, and upgrading to the paid plan offers more features like scheduled reports and additional integrations.

- Shopify store owners should pay attention to their profit and financials and take advantage of all the tools Shopify offers.

- CloudLab.com's support is available for any questions or assistance with report generation.

Shopify Sales & Tax Report Generator App | Analytics and Data Export to Google sheets Tutorial

- Introduce the topic of the video: automating analytics on sales reports and other data related to Shopify stores

- Mention the sponsor of the video: App Maker, a Shopify app that converts ecommerce websites to mobile apps

- Invite viewers to get 15% off by being one of the first 200 signups (link in the description)


- Explain the limitations of Shopify's built-in analytics app and the need for a more customizable solution

- Introduce the Data Export Reports app and its features

- Provide a step-by-step guide on how to use the app to generate custom reports, apply filters, sort data, and schedule reports for automatic generation

- Demonstrate how to use the app to track inventory, restock products, and process refunds

- Show how to export reports as CSV files or send them via email or Google Drive

- Highlight some of the other options available in the app, such as monthly tax reports and customer information tracking

- Mention the account settings section and its options for syncing data and connecting with FTP, Google Drive, and other platforms

- Summarize the benefits of using the Data Export Reports app for automating analytics and generating custom reports

- Thank viewers for watching and invite them to subscribe for more Shopify and e-commerce videos.

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