October 23, 2020
5 – 6 minute read
We put together this guide to help you create a custom report so that you can see the data most valuable to you. With this new feature, you are able to create full report pages from scratch or with our existing premade templates. Read below to find out how to make graphs that show you the data you need to make important decisions as a Shopify store owner.
The custom report page can be found in the navigation bar on the left of the screen in the Custom Reports section. To create a custom report you can click on the Add Report item. Above this you will be able to see any custom reports you have created and click into them. Once you are on this page, you will first be prompted to add a title for your report. It’s best to name it according to what type of data it displays or according to any campaign it may be created for.
The preview section on the right of the screen starts off displaying placeholder blocks that show the grid layout of the page. Once you add graphs, they will replace these blocks and align according to the dimensions you set for them, which we will cover later on.
To add a new graph simply click the Add Graph button. Once you add a graph, it will show up under this button.
The dots on the left inside of the blue space show the dimensions of the graph. On the right you can see the title and the graph type.
To edit or delete a graph expand the menu by clicking on the dots on the right. Graphs can also be reordered simply by dragging them above or below each other.
Once you have added all of the graphs you want, you can save the report by clicking on the Save Report button in the bottom right of the screen.
After you click on Add Graph you will see the Graph Settings page. As with the previous page, you will first be prompted to give the graph a title by typing into the input at the top of the menu. Once you are finished customizing the graph, you can save it by clicking on the Add Graph button at the bottom of the menu.
There are 4 settings types that you can customize, which we will individually cover in more detail later. The badges on the right of these menu items show you the current value for that setting option. On the right, the preview now shows the graph itself, rather than the entire report. In the bottom right corner you can see which dates the app is using to preview the data.
Premade templates are graphs that are already being used in the main report pages throughout the app. These are a great starting point which you can further customize, or to be used as is.
To access the templates, simply click on the Templates dropdown and you will see a list of them. Each one has a description so you can better understand what data it contains and how it displays it.
Once you click on one of the templates, all of the graph settings will change with the template’s settings. You will also see the preview change to match this data.
The graph type is the way data will be displayed. There are 10 graph types that you can choose from. The icons show you a quick preview of what the graph will look like. If you want to see it in more detail with your specific data, you can click on it and the main preview on the right of the page will change to use the selected graph type.
It is important to keep in mind that changing the graph type will reset all of the other settings, including the values, dimensions, and any filters.
This is because each graph type is created differently and has different data available to it that others might not. It’s best to edit this setting first.
The graph dimensions are the size of the graph relative to the report page. The page has a grid layout that is 3 columns wide and an infinite amount of rows. The dimensions available depend on the graph type. You can see which dimensions are available for your selected graph type by the blocks without the blocked icon.
The blue blocks show the current dimensions, for example the graph in the image would have a width of 1 column and a height of 2 rows.
When you create a custom report, graphs will always try to fill any available space, so if you have this graph on the page, you could place another graph that is 2 columns wide next to it. However, a graph of 3 columns width would automatically go onto the row below.
The graph values are the actual data that will be displayed in the graph. Some graph types have one 1 Y value while others can have 1 X value and 1 Y value, or even multiple of each. The inputs will change according to this so that you can easily make a selection.
The dropdown menus offer a description for each value so that you know what the data types are. If you can select multiple values, you will see a list of all the currently selected ones.
Keep in mind that the graph values reset to their default values when you change the graph type.
To create the perfect custom report, graph filters are used to narrow down the data being displayed in the graph. An example would be if you select sessions as the value for a line graph, you can add a filter to only see mobile sessions.
The Filter Field is the value you want to filter. In the example above this would be Device Category. To make the options more clear, we added descriptions for each value.
The Operator is how you want the filter to work, such as if the data matches the value you enter or does not match it. Another example can be if the value is part of a list of possible options.
The Value is the filter value itself. In the example above this would be mobile. If you had selected Date instead as the filter field, you could enter 01-01-2020.
Once you are ready, you can click Add Filter to save it. You will see a list of all added filters below this button. To delete a filter simply click on the red trash can icon next to it.