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Reports and analytics for Shopify owners

Shopify Custom Reports Built Around the Questions You Actually Ask

Shopify custom reports turn a wall of default screens into the five views you review each week. We find your questions, build and save the reports, set up scheduled delivery and show you how to read them. From $340, fixed price.

  • Reports chosen from your real questions
  • Sales, product, fee and customer views saved
  • Scheduled delivery to the people who need it
  • A short guide to reading each number
custom-Shopify-reports-and-analytics-setup
Custom Shopify reports shown as store data flowing through report rules into saved sales, product and fee reports with totals checked
$3403 to 9 working days
Our track record

450+ Shopify Stores Launched Since 2015. Your Reports Get the Same Care.

Reports are only useful when they answer a question someone asks. We start with the question, build the report that answers it and check each total against the store before you rely on it.

450+

Shopify stores designed and launched

4.9+

Average rating from verified clients

2015

Building Shopify stores since

Secure checkout

Pay through a protected checkout and keep a full order record.

Two revision rounds

Included in every package, so the result matches what you pictured.

Backup before changes

We work on a duplicate of your theme, never on your live store.

Who this is for

Who Needs Custom Shopify Reports

Owners come to us when the default reports bury the answer. Here are the six situations that bring owners to custom Shopify reports & analytics setup.

You are a good fit if
  • You have a Shopify store with order history
  • You want a fixed price and written scope for reporting work
  • You can tell us the questions you ask
  • You accept that reports reflect store data as recorded
  • Owners who cannot find the numbers

    The data is somewhere in Shopify, but you cannot reproduce a view next week.

  • Stores watching margin and fees

    You want to see sales, discounts, refunds and payment fees in one place.

  • Merchants managing large catalogs

    You need sales by product, variant and collection, with slow movers clear.

  • Teams that share numbers weekly

    Several people need the same figures delivered on a schedule.

  • Stores reconciling with accounting

    Your bookkeeper asks for exports that match payouts and tax.

  • Founders who dislike spreadsheets

    You would rather receive a clean set of reports and a short guide.

Problems solved

Why the Default Shopify Reports Do Not Answer Your Questions

Default reports are broad on purpose. These six patterns are what we usually find for reporting work.

The right report is hard to find.

Outcome: Dozens of reports exist, and owners do not know which one answers their question.

Reports are rebuilt every week.

Outcome: Without saved views, the same filters are set up again and again.

Fees and margin are invisible.

Outcome: Sales totals show revenue, but not what remained after discounts, refunds and fees.

Totals do not match other tools.

Outcome: Timezone, refund timing and attribution rules make Shopify differ from accounting or ad platforms.

Nobody else sees the numbers.

Outcome: Only the owner logs in, so the team works without the figures.

Plan limits block the view.

Outcome: Some reports and custom building depend on your plan, which owners learn late.

What we can do

What Our Custom Reporting Set-up Covers

Six jobs make up the service. Your package decides how many reports and dashboard pages are built.

Questions workshop

We list the decisions you make and the numbers each needs, so each report has a purpose.

Saved custom reports

We build the reports on sales, products, customers, discounts and refunds, and save them for reuse.

Fees and margin views

We set up views of payment fees, discounts and refunds, so profit is closer to what you see in the bank.

Looker Studio overview

We bring key figures from your sources into one overview page that updates by itself.

Scheduled delivery

Reports are set to arrive by email or a shared link to the people who need them.

Reading guide

A short guide explains each number, how it is counted and where it may differ from other tools.

What is included

What Is Inside Your Reporting Set-up

Six groups cover every deliverable in Custom Shopify Reports & Analytics Setup. The comparison table below shows how far each group goes by package for reporting work.

Questions

  • Reporting needs list
  • Decision map
  • Metric definitions
  • Priority order

Reports

  • Sales by product
  • Sales by channel
  • Customer and repeat views
  • Discount and refund views

Finance views

  • Fees report
  • Payout reconciliation notes
  • Tax export check
  • Margin view

Overview

  • Looker Studio page
  • Source connections
  • Date range controls
  • Sharing set up

Delivery

  • Scheduled email
  • Recipient list
  • Share links
  • Export formats

Handover

  • Reading guide
  • Walkthrough recording
  • Differences notes
  • Fix list

You provide access and tell us your questions. We handle the building, checking and handover.

Reporting data flow

How Your Store Data Becomes Reports You Can Trust

The walkthrough shows data moving from your store through reporting rules into saved reports. Each total is compared with the store itself, and any gap is flagged and explained before the report is handed over.

Your store data, shaped into reportsAnimated walkthrough: Built Sales, Built Products, Built Fees, Built Customers move from Your store through Report rules into Saved…. One record is flagged (Refund timing) and fixed (Explained), then Total check map Report total to Matches store. Result: Reports verified. Steps: Ask, Build, Check, Share.Your store data, shaped into reportsDefined, built and checked against the storeReports verifiedYour storeOrders and…Report rulesDefinitions…Saved…Ready to shareSales0BuiltBuiltBuiltSalesProducts!Refund timing✓ Explained0BuiltBuiltBuiltProductsFees0BuiltBuiltBuiltFeesCustomers0BuiltBuiltBuiltCustomersTotal checkGap notedReport total301Matches store1Ask2Build3Check4Share
Your store data, shaped into reportsAnimated walkthrough: Built Sales, Built Products, Built Fees, Built Customers move from Your store through Report rules into Saved…. One record is flagged (Refund timing) and fixed (Explained), then Total check map Report total to Matches store. Result: Reports verified. Steps: Ask, Build, Check, Share.Your store data, shaped intoreportsDefined, built and checked against the storeReports verifiedYour storeReport rulesSaved…Sales0BuiltBuiltBuiltProducts!Refund timing✓ Explained0BuiltBuiltBuiltFees0BuiltBuiltBuiltCustomers0BuiltBuiltBuiltTotal checkGap notedReport total301Matches store1Ask2Build3Check4Share
Portfolio

Store Design Styles We Build

Different niches need different layouts. These store designs show how we shape a storefront around its products, and Custom Shopify Reports & Analytics Setup follows the same approach.

Skincare visual for Custom Shopify Theme Design from Scratch

Skincare store design

Skincare
Home decor visual for Full Shopify Store Redesign & Makeover

Home decor store design

Home decor
Jewelry visual for Seasonal & Campaign Shopify Homepage Design

Jewelry store design

Jewelry
Coffee visual for Shopify Landing Page Design & Build

Coffee store design

Coffee
Specialty coffee Shopify store design with product collection and subscription shopping experience

Specialty coffee store design

Specialty coffee
Jewelry visual for Custom Shopify Collection Page Template

Jewelry store design

Jewelry
Process and timeline

How Reporting Set-up Runs, Start to Finish

Six steps, with every total checked against the store. Your calculator choices decide how long each step takes for reporting work.

  1. 01

    Brief and questions

    You tell us the decisions you make and who needs which numbers.

  2. 02

    Access

    You add us as a collaborator with reports access. We never ask for passwords.

  3. 03

    Review what exists

    We read your plan, current reports and any exports your team already uses.

  4. 04

    Build the reports

    We build and save each report, using your definitions.

  5. 05

    Check the totals

    We compare each total with the store and note the known differences.

  6. 06

    Deliver and hand over

    We set up delivery, record a walkthrough and send the guide.

Compare your options

DIY, Marketplace Gig, Data Analyst or Our Reporting Set-up?

Four usual routes to useful reports. This comparison shows who defines, checks and schedules them.

What mattersDo it yourselfMarketplace gigData analystStore Design Expert
Reports chosen from your questionsYou decideRarelyYesYes
Totals checked against the storeRarelyRarelyYesYes
Fees and margin viewsHard to findExtra costYesYes
Scheduled delivery to your teamNoRarelyYesYes
Written metric definitionsNoNoSometimesYes
Price known before work beginsFreeYesQuote onlyYes
Shopify admin expertiseLearningVariesGeneralYes
Recorded walkthroughNoRarelyExtra costYes
Inside every project

What Protects Your Data While We Build Your Reports

Reports contain sales and customer data, so these six habits come with every package.

Least access needed

We ask only for reports access, and remove our access when we finish.

Customer data kept minimal

We build views from totals wherever possible, and we do not copy customer lists outside your accounts.

Every total checked

We compare each report with the store before we call it done.

Definitions written down

Each metric has a written definition, so two people read the same number the same way.

No financial or tax advice

We build reports. We do not advise on accounting or tax, and we explain known differences.

Fixed scope, two revision rounds

The price is agreed before work starts, and changes inside scope run in two structured rounds for reporting work.

Interactive price calculator

Build Your Reporting Package

Choose a package, then tell us how many reports you need, how many sales channels feed them and who should receive them. The fixed price and delivery window update with every click for reporting work.


Choose your packageRequired

Packages grow from a few saved reports to a full reporting system with a dashboard and delivery. Each option states its own price and added days for reporting work.

The five reports you review most, built, saved and explained.

  • Questions workshop
  • Five saved custom reports
  • Sales by product view
  • Fees view
  • Date range checks
  • Short reading guide

A full set of saved reports plus a Looker Studio overview and scheduled delivery.

  • Everything in Report Starter Set
  • Ten saved custom reports
  • Looker Studio overview page
  • Scheduled delivery
  • Payout reconciliation notes
  • Walkthrough recording

A complete reporting system with margin views, team dashboards and a 30-day check.

  • Everything in Report Suite and Overview
  • Margin and discount views
  • Dashboard pages per team
  • Extra data sources connected
  • Written metric definitions
  • 30-day numbers check

Shopify Plus data exports, BigQuery warehouses, multi-store consolidated reporting, custom cohort analysis and finance-system integrations are scoped separately and quoted at a fixed price.

How many reports do you need?Required

Each report is defined, built and checked.

How many sales channels feed the reports?Required

Each channel adds its own data rules.

How many people receive the reports?Required

More readers mean more delivery rules.

How soon do you need it live?Required

Standard follows the schedule your other choices set. Pay to move up the queue and go live sooner.

Optional extrasOptional

Each one begins switched off. Turn on what you need, watch the total, switch it back off.

Request a custom quote

Shopify Plus data exports, BigQuery warehouses, multi-store consolidated reporting, custom cohort analysis and finance-system integrations are scoped separately and quoted at a fixed price.

Request a Quote

Changed your mind? Choose Report Starter Set, Report Suite and Overview or Reporting System above to return to the instant calculator.

Packages and comparison

Reporting Package Comparison

Line-by-line detail of what each package covers, useful when choosing between a few saved reports and a complete reporting system.

What is includedReport Starter Set
$340
Report Suite and Overview
$740Recommended
Reporting System
$1,390
Questions workshopIncludedIncludedIncluded
Saved custom reports51010+
Sales by product viewIncludedIncludedIncluded
Fees viewIncludedIncludedIncluded
Short reading guideIncludedIncludedIncluded
Looker Studio overview pageNot includedIncludedIncluded
Scheduled deliveryNot includedIncludedIncluded
Payout reconciliation notesNot includedIncludedIncluded
Walkthrough recordingNot includedIncludedIncluded
Margin and discount viewsNot includedNot includedIncluded
Dashboard pages per teamNot includedNot includedIncluded
Written metric definitionsNot includedNot includedIncluded
30-day numbers checkNot includedNot includedIncluded
Typical delivery3 to 5 days5 to 7 days7 to 9 days

What the calculator above shows for Custom Shopify Reports & Analytics Setup, the total and the estimated delivery, is what your order will use.

Why Store Design Expert

Why Owners Choose Us for Shopify Custom Reports

Anyone can filter a report. Owners hire us for the questions, the saved views and the checking that follow.

Daily work inside Shopify stores

We know which report answers which question, and where plan limits apply.

Rated 4.9+ by verified clients

Every review here was written by a verified Store Design Expert client.

Prices you can plan around

Every package, option and extra has a visible price, sized by reports, channels and readers.

A direct line to the person doing the work for reporting work

You write to the team member building the reports, not a ticket queue.

Honest about plan limits

If a report needs a higher plan, we tell you before you pay for the build.

Experience since 2015

More than 450 Shopify stores launched means we have seen most reporting questions.

What we need to get started

What We Need Before We Build Your Reports

Three ways to give access, then a short list of facts about your questions.

Accept our collaborator request

Send your store address, then approve the access request for Custom Shopify Reports & Analytics Setup. The owner can grant what we need and remove us in one click for reporting work.

Taking over a store? That is fine

Tell us what reports your previous team used. We start by listing them.

Or have the owner add us as staff for reporting work

A restricted staff account with reports access works too.

Your key questions

List the decisions you make each week and the numbers they need.

Examples you already use

Share any spreadsheets or exports your team relies on.

Who receives reports

Tell us the people and the frequency for each report.

Passwords are never requested. Access is granted through the store's own tools and removed when we finish.

Testimonials

What Store Owners Say Before You Order Custom Shopify Reports & Analytics Setup

Verified Store Design Expert clients describe the brief, the build and the handover in their own words.

Verified

Store Design Expert delivered an outstanding website development experience! Their professionalism and attention to detail exceeded my expectations, and their proactive communication kept everything running smoothly. Truly impressed by their deep understanding and dedication.

WG
Warren G.United States
Verified

Very quick and detailed work! Store Design Expert does exactly what you want, in a very professional manner.

LF
Lena F.Germany
Verified

Store Design Expert did an outstanding job with top-notch professionalism on my website project. Everything was delivered quickly without compromising quality. I could not have asked for better!

JM
Jason M.United States
Verified

The website development work was nothing short of professional, with top-notch quality. Their exceptional level of cooperation made the collaboration seamless and enjoyable. Highly recommend working with Store Design Expert!

JC
Jeremy C.United States
Verified

Super great to work with, and super fair!

RO
Robert O.United States
Verified

The website development work was truly impressive. Their attention to detail and ability to exceed expectations made the project a success. Working with them was a breeze, thanks to quick responsiveness and a willingness to go above and beyond.

KD
Kevin D.United States
Verified

Store Design Expert was very knowledgeable about what I needed done to fix my Shopify store and how to improve the store layout. The project was completed very quickly, and I will definitely use them for support as my business grows.

ST
Samuel T.United States
Verified

Very satisfied with the work. Most importantly, Store Design Expert responded promptly to my questions and concerns. Thank you!

KB
Kyle B.United States
Verified

Outstanding work and outstanding customer service. Five stars! I will absolutely use Store Design Expert again for my next book.

KM
Katharine M.United States
Related searches

Searches That Bring Owners to Custom Shopify Reports & Analytics Setup

Owners reach this page from different searches. Here is how the common ones relate to Custom Shopify Reports & Analytics Setup.

If you searched for “custom shopify reports and analytics setup”, “how to run reports in shopify”, “schedule reports in shopify” or “shopify overview dashboard reports”, Custom Shopify Reports & Analytics Setup is the work that answers it.

People who look up “shopify best features for analytics” usually want Custom Shopify Reports & Analytics Setup; the calculator above shows the price and delivery estimate before you commit.

Owners also search for “how to create a custom report in shopify”, “shopify sales report by product”, “sales report in shopify” or “shopify report that shows fees”.

Owners also search for “how to get sales report from shopify”, “shopify overview dashboard tutorial”, “shopify overview dashboard examples” or “shopify overview dashboard features”.

FAQ

Shopify Custom Reports FAQs

Answers on cost, report types, scheduling, fees and plan limits.

How much does custom Shopify reports and analytics setup cost?

Report Starter Set is $340, Report Suite and Overview $740 and Reporting System $1,390. Reports, channels and readers add to that, and the calculator shows the total before you pay.

What are Shopify custom reports?

Shopify custom reports are views you define, with chosen metrics, filters and date ranges, saved for reuse. Availability depends on your plan, and we tell you what yours allows.

How to create a custom report in Shopify?

How to create a custom report in Shopify: open Analytics, pick a report close to your question, change the metrics and filters and save it. We do this for each question you give us.

How to get a Shopify sales report by product?

A Shopify sales report by product shows units, sales and discounts for each item. We build and save it with the filters you need, such as variant, collection or channel.

How to run reports in Shopify each week?

How to run reports in Shopify each week is easier once they are saved. We save your set and show you where each one lives, so a weekly check takes minutes.

Where do I find a sales report in Shopify?

A sales report in Shopify lives under Analytics and Reports. We create views for sales over time, by channel and by product, and explain what each number includes.

Is there a Shopify report that shows fees?

A Shopify report that shows fees comes from the finance reports, covering payments, payouts and fees. We set up a view, and we note which fees it excludes.

Can you schedule reports in Shopify?

To schedule reports in Shopify, some plans allow scheduled exports or emails, and Looker Studio can email a dashboard. We set up whichever your plan supports.

What is the Shopify overview dashboard reports section?

The Shopify overview dashboard reports area shows headline totals and links into detail. We use it as the front page of your set and link each tile to a saved report.

How to get sales report from Shopify for my accountant?

How to get sales report from Shopify for an accountant: export orders, payouts and tax summaries by date range. We build the exports and match them to payouts.

Which Shopify best features for analytics should I use?

The Shopify best features for analytics are saved reports, ShopifyQL explorations and scheduled exports where your plan has them. We use the ones that answer your questions.

Is there a Shopify overview dashboard tutorial I can follow?

A Shopify overview dashboard tutorial from us is part of the handover: a recorded walkthrough of every report, filter and tile, so your team can use it without us.

Do you have Shopify overview dashboard examples?

Shopify overview dashboard examples we build show sales, orders, top products and sources on one page. We tailor the tiles to your questions.

Which Shopify overview dashboard features can you customise?

Shopify overview dashboard features such as date ranges, comparisons and tiles are customisable within your plan. For anything more, we add a Looker Studio page.

Ready when you are

Order Your Shopify Custom Reports Set-up

Choose a package, watch the fixed price settle and have a team that has launched 450+ Shopify stores build, check and schedule the reports you read each week.

Fixed price · Every total checked · Reading guide included