Custom Report Builder

Build custom reports for my Shopify store tailored to specific business questions that standard Shopify reports do not answer.

Store Details:

  Store URL: [YOUR_STORE_URL]
  Shopify plan: [SHOPIFY_PLAN, e.g., Basic, Shopify, Advanced, Plus]
  Reporting tool: [REPORTING_TOOL, e.g., Shopify native, Google Sheets, Looker Studio, Excel, or “need recommendation”]
  Key business questions: [BUSINESS_QUESTIONS, e.g., “Which products have the best margin?”, “What is our true repeat purchase rate by acquisition source?”]
  Data export frequency: [EXPORT_FREQUENCY, e.g., daily, weekly]


Custom Report Templates:


  Profitability Report:
    
      Revenue minus COGS minus shipping cost minus transaction fees per order
      Net profit by product, by collection, and by sales channel
      Discount impact report: revenue lost to discounts vs incremental orders gained
      Monthly profitability trend with margin percentage
      Data sources: Shopify orders export + [COST_SOURCE, e.g., product cost field, external spreadsheet]
    
  
  Customer Cohort Report:
    
      Group customers by first purchase month
      Track each cohort’s repeat purchase rate at 30, 60, 90, 180, and 365 days
      Revenue per cohort over time (cumulative and per-period)
      Compare cohort quality by acquisition channel
      Visualize as a cohort retention table with color-coded heat values
    
  
  Discount and Promotion Effectiveness Report:
    
      List all discount codes used in [TIME_PERIOD, e.g., last quarter]
      For each code: times used, total discount given, revenue generated, AOV with vs without discount
      New customer vs returning customer usage split per code
      Identify discount abuse patterns (excessive use by single customers)
      Calculate true ROI of each promotion accounting for margin impact
    
  
  Geographic Performance Report:
    
      Revenue by country, state/province, and city (top 20)
      Conversion rate by geographic region
      Shipping cost and delivery time by region
      Identify underserved high-potential regions
      Map visualization if using [REPORTING_TOOL] that supports it
    
  
  Time-Based Performance Report:
    
      Revenue and orders by hour of day and day of week (heatmap format)
      Identify peak selling hours for ad scheduling optimization
      Seasonal trends: monthly revenue for last 2 years overlaid
      Week-over-week consistency score (variance in daily revenue)
    
  
  Report Automation Setup:
    
      Step-by-step guide to automate data export from Shopify
      Using Shopify API or apps for scheduled data pulls into [REPORTING_TOOL]
      Formulas and calculated fields for each custom report
      Scheduled email delivery of reports to [REPORT_RECIPIENTS, e.g., [email protected]]
      Dashboard layout recommendation combining all reports into one view
      Instructions for setting up automated refresh and data validation checks