Reporting

Shopify Reporting Guide: How to Get the Most Out of Built-In Shopify Reports

您是否充分利用Shopify报告功能?本指南将帮助您充分利用每个免费报告。

Djordje CvijovicDjordje Cvijovicon April 1, 2022 (last modified on April 8, 2022) • 20 minute read

If you’re a Shopify store owner, managing your online store can be complicated. There’s lots of data about your store’s performance that can help you improve the way it runs. And Shopify reports can help you navigate through that data and learn how your customers are arriving at your site, what they’re interested in buying, how much they’re spending, and more.

如果您不使用这些报告(或者首先没有意识到使用它们的好处),则您将在桌子上留下资金。这就是为什么在本指南中,我们将向您展示如何通过引导您浏览顶级功能来解锁Shopify报告的功能。

让我们滚动博客吧!

shopify_sales_overview_dashboard_databox

What Are Shopify Reports?

Shopify报告是您商店的有意义数据的集合,您可以用来提高其性能。每次客户与您的商店互动时,他们都会通过Shopify收集并呈现给您。乍一看,Shopify报告看起来像是一个充满图表和数字的电子表格,但还有更多的眼睛。

Shopify reports are based on the action-driven approach to business analysis. Shopify offers you broad insight into your business and provides you with information that would help you make business decisions that could positively your store’s performance.

Related:15 Shopify Integrations to Supercharge Your Store

您在哪里可以找到Shopify报告?

Once you have created your Shopify account head to the analytics section of your dashboard. All Shopify reports are located under the Analytics section of your shop admin:分析–>报告

Shopify analytics

Related:Shopify指南:最佳Shopify功能,仪表板和报告的指标和技巧

Overview of Shopify Reports

Whether you’re a new online store owner or have been in this business for years, you will find Shopify reports incredibly useful. Shopify reports give you valuable data and insights about your products and customers, which will allow you to make informed decisions about your marketing campaigns, product design, sales strategy, and more.

Shopify收购报告

Shopify中的收购报告可让您深入了解交通源,收购和销售业绩。Shopify获取报告可在特定时期内或特定的推荐人和位置进行。

Shopify收购报告

Shopify Behavior Reports

Shopify行为报告允许您分析与商店及其访问者表现相关的关键指标。分析行为报告可以帮助您提高转化率,并为您提供有关如何优化结帐过程的见解。

Here are the specific reports available within Shopify behavior reports:

  • Online store conversion over time
  • 在线商店速度
  • Product recommendation conversions over time
  • Top online store searches
  • Top online store searches with no results
  • Sessions by landing page
  • 通过设备会话
  • Online overall store cart analysis
Shopify Behavior Reports

Visitors by Landing Page Report On Shopify

Visitor by landing page report on Shopify shows where visitors land first once they visit your store. This report is especially useful to marketers as it gives some insight into your current content marketing and SEO strategy.

登陆页面报告的Shopify会议

Shopify营销报告

Shopify营销报告可以帮助您跟踪和衡量营销工作。这些报告告诉您,您的销售额归因于特定渠道或特定广告系列。您可以比较从不同渠道流入商店的流量,等等。

在这些营销报告中,您有以下可用报告:

  • Sessions attributed to marketing
  • Sales attributed to marketing
  • 通过第一次互动转换
  • Conversion by last interaction
  • 归因模型比较
  • 第一个相互作用
  • Last interaction
Shopify marketing reports
资料来源:https://blog.coupler.io/

With these reports, you can measure the effectiveness of your marketing campaigns, understand how successful they are, and what you need to do to improve performance.

Shopify财务报告

You can think of Shopify Finances Reports as your financial statements. They offer a comprehensive overview of the income and expenses on your orders and give you more insight into your sales and money flow.

报告available within Shopify finances are:

  • 总销售额
  • Tips
  • 付款
shopify finances reports

The core financial metrics we recommend you to track within these reports are total sales and net sales.

  • 总销售额= gross sales – discounts – returns + taxes + shipping
  • Net sales = gross sales – discounts – returns

The most important Shopify finances report is the Shopify finance summary, where you can see your sales, payments, liabilities, and actual profit. A separate report for each one of the items is available.

shopify finances summary

商业营业税报告

As an online seller, tax is a big part of your business. It’s also something you may not know all that much about. Good thing is that sales taxes on Shopify stores are paid when you sell or post a product or service, depending on your business setup. In the US, Canada, and EU, you need to specify the rates that apply to each location as well as charge the customer.

If you notice in the分析–> Reports –> Finances summary –> Taxes report, there’s a column named ‘Amount’. This is the total amount of sales tax you’ve paid during the reporting period. You can use this to create segmented reports.

Shopify sales tax reports

Credit Card Reports On Shopify

Credit card report on Shopify is a good way to know your transactions, who paid, and how much they paid. The report has also information such as your average order value and the average number of days it takes to get paid. You can view this report in two different places:设置–> Payments –>Payment Providers, then查看支出

购物支出

如果您接受多个提供商的付款,请转到报告–> Finance –> Finances Summary, to see the breakdown.

购物多个网关

Shopify Profit Reports

The profit reports on Shopify are a great way to keep track of your profit. Shopify Profit Report is created to help you measure your gross and net profits by产品,产品变体,销售点地点。这些报告将帮助您分析并跟踪每日,每周或每月的利润率变化。

shopify profit reports

Do you want to find out which products are the most profitable? When you add or edit a product, Shopify automatically calculates your profit and profit margin for it. You just enter theCost per item, and Shopify does all the rest.

Shopify Sales Reports

在Shopify中,有11个销售报告表明您的商店表现效果如何。这些报告可以帮助您确定销售是在上升还是下降以及其他关键指标,例如客户返回您的商店或来自何处的频率。销售报告通常被忽略,但它们在跟踪销售业绩和发现趋势方面很有用。

shopify sales reports

Shopify总销售报告

Total Sales is a Shopify report that gives you a complete picture of your online business’s sales. This report shows you how much money came into your Shopify account from all sources: sales, refunds, discounts, and more. Shopify uses the term ‘total sales’ to describe this unambiguous number.

The total sales report can be found underFinances reports –> Sales –> Total Sales

shopify sales reports

Historic Sales Reports from Shopify

One of the most important aspects of running a business is being able to analyze your business’ growth trends over time. If you want to know past sales, there is an easy way of getting it: The Historic Sales Report.

shopify total sales

Shopify零售报告

Shopify零售展示您的业务报告is doing offline. However, note that this report is only available if you activated a Point of Sale as a sales channel on your store.

shopify retail sales

Shopify库存报告

Are youmonitoring your inventorycarefully? Shopify inventory reports help you keep track of the remaining inventory and give you insights into what sells and what doesn’t. Each report has its own unique features, but most of them give you sales insights, such as:

  • 出售库存的百分比
  • ABC analysis by product
  • 每天出售的平均库存
  • Month-end inventory snapshot
  • 月末库存价值
shopify inventory reports

Shopify PoS Reports

Shopify PoS reports offer a lot of useful insights about daily sales, stats related to net sales, average order values, top products, and more.

Shopify Order Reports

Shopify order reports help you analyze the volume of orders placed, shipped, delivered, or returned. The information available within these reports include:

  • 随着时间的推移订单
  • Product orders and returns
  • 随着时间的流逝
  • 履行,运输和交货时间
shopify order reports

Shopify Shipping Reports

Given Shopify’s limited shipping functionality, it’s up to you to determine where you want to store your shipping data. But you can get shipping insights from other reports we’ve already discussed. The best way to calculate shipping expenses is by exporting orders from a selected period as a .csv file and then uploading them into your favorite tool, such as Excel.

Shopify运输报告

You also have an overview of the shipping total right from the Reports dashboard on Shopify. Navigate toFinances Summary–>总销售额, and select the desired period.

shopify shipping report

Shopify Product Reports

Shopify不提供独立产品报告,但它可以为您提供有关单个产品的见解。

Navigate toProduct –> All products, and click on the product you want to analyze. FindInsights和click onView Details

A menu will pop up with this information:

  • 最近90天的销售
  • 这些销售归因于
  • The split between new and returning customers

You can learn more from the other actual reports.

Shopify产品详细信息

Shopify Reports On Sales by Product Type

The standard reports are sufficient for most businesses and the product-specific report will allow you to gather information about sales by product type. For even deeper analysis, you can create a custom report.

Navigate to分析–> Reports和create a custom report by clicking the green button in the top-right corner. Select Sales over time as Report template. On the next screen, choose Product type from the dropdown menu, and type in the desired query.

shopify custom sales report

Shopify报告退款的产品

有一份报告列出所有退款产品非常有用。您可以使用它来确定退款的原因,进行库存检查等。按照上一步中的步骤来创建自定义报告。点击Manage filters, and set up the criteria as in the screenshot:

Shopify退还报告

Shopify Accounting Reports

One of the most common questions that we get asked is “How do I generate accounting reports in Shopify?” The answer is – you don’t. Shopify does not offer separate account reports for bookkeeping entries. However, it does have a built-in feature called报告,这使您可以创建有关销售和退款细分,收取税款等报告的报告。您可以为特定时间段创建自定义报告,如下所示:

Shopify创建自定义报告

Shopify KPI Reports

Shopify reporting is already very powerful and insightful. You don’t need to do any of the calculations yourself — tracking the KPIs of your store is as simple as exporting the data into your favorite spreadsheets tool.

When applied to Shopify companies, KPIs are used to assess overall progress against strategic objectives, as well as gauge the performance of individuals within an organization. The main difference between KPIs and metrics is that while metrics are used to monitor and measure the status of a business process over time, KPIs are used to evaluate and compare the performance of different businesses.

大多数KPI的阈值可以触发动作。例如,如果您的转化率连续两周低于2%,则可能需要考虑采取行动。

如何分析Shopify报告的数据

Shopify报告拥有您从商店分析数据所需的一切。在“报告”部分中,您会发现各种不同的报告可以用于分析商店。有一些非常基本的电子商务报告,可以使您对您的业务有宝贵的见解,然后还有其他更高级的报告可以帮助您深入挖掘新的见解或回答您不知道的问题。

很棒的是,Shopify的所有内置报告工具都易于理解,因此您不必担心错过关键信息或不知所措。通过分析Shopify报告中的数据,您可以发现:

  • 有意义的业务见解。
  • 您不知道的问题领域。
  • 修复以改善您的整体用户体验(UX)和转换率。

Consider this easy process to get you going:

  • Start looking for problem areas on your site. Break your store, to find something that’s not working as expected.
  • Write them down along with concerns, questions, etc.
  • 转到您的分析以确认它们。
  • Get answers.

例如,we suggest starting with an overview dashboard before going deeply into data.

Shopify Overview dashboard

当您寻找有意义的信息时,您必须在开始分析数据之前要知道有关数据的问题。这里有些可能可以帮助您入门:

  • 来自Facebook的访客的平均订单价值是多少?
  • 来自有机搜索的访客的平均订单价值是多少?
  • How does cart abandonment change based on visitor location?
  • Are customers in one area more likely to abandon their cart compared to another area?
  • If I remove all visitors from organic search and retarget them with Facebook ads, what would my expected order value be?

Now let’s go to analyzing specific report categories:

Analyzing Acquisition Reports

Google Analytics(分析)或任何其他分析软件中的收购报告与Shopify获取报告不同。收购报告显示您从每个来源获得的访问,访问者和销售量。

Visits over time报告

This report shows the number of visitors and sessions during the specified time period. Find it underAcquisitionin the报告overview:

购物中心的收购报告

From here, you can play around by clicking the data table’s column headers to sort ascending or descending. Or dig deeper by choosing the default time period, like comparing the last 90 days to the 90 days prior, and so on.

Visitors by referrer report

该Shopify报告显示了来源提到的访问者和会议的数量。它位于Acquisitionin the报告overview as well.

Visitors by referrer report

As you can see, in this case, Google search is the most popular referral source.

The referral source is broken out by referral name. Use the column header sorting to end up with something like this:

Visitors by referrer sorted report

现在,如您所见,Facebook是最重要的社交推荐来源。

This report provides you with a simple visits overtime report. You knowwhois visiting your site andhowoften, but you also knowwhere他们来自。这是关于在哪里投资您的钱的进一步决定的宝贵见解。

Visitors by location report

This Shopify report shows the number of visitors and sessions from various countries. It’s report is located atAcquisitionin the报告overview as well.

Visitors by location report

If you know which countries people are accessing your store from, you can use these to run ads more efficiently. Additionally, maybe you want to put some ad spend on a country that has potential.

分析行为报告

Shopify behavior reports focus on your visitors’ actions (behavior).

Top online store searches report

Shows the search terms your visitors use when looking throughout your site:

This report is located at“Behavior”in the“报告”overview:

Shopify行为报告

This report can help you to figure out:

  • Voice of customer –您的客户如何思考和描述您通过特定查询出售的产品。
  • Product popularity– Search frequency shows product popularity.
  • UX confusion– Consider whether your navigation is clear and easy-to-use.

Top online store searches with no results report

顾名思义,该报告显示了流行的搜索词,这些词没有返回结果。它位于“Behavior”in the“报告”overview as well:

Top online store searches with no results

您可以使用此报告了解以下内容:

  • 产品需求- 关键词研究与产品需求之间的相关性。如果访问者正在搜索相关的关键字,但是这些关键字与您的产品不匹配,请考虑将其添加到您的产品描述,受欢迎的博客文章,着陆页等中。beplay体育怎么下载不了软件
  • 产品标签- 在相关产品标题,描述等中使用这些查询。您将大大改善搜索结果。
  • Product hierarchy– If you have a relevant product to match the popular query, but no results are being returned, move the product up the visual hierarchy.

登陆页面报告的访客报告

该报告显示,访问者首先到达您的商店。它位于“Behavior”in the“报告”overview as well:

Visitors by landing page

This allows you to see at a glance where you’re appearing in search engine results, and which landing pages drive the most traffic from search engines. If you’re not seeing your business on page one of Google, this report can help you identify opportunities for optimization and acquisition.

Visitors by device

该报告显示了用于访问商店的设备类型。它位于“Behavior”in the“报告”overview as well:

Visitors by device

This report can help you with:

  • Ad targeting- 使用上面的数据,您可以更精确地针对移动 /平板电脑 /桌面用户。
  • UX differs– Responsive UX design is a major factor when comparing different devices.
  • Separate testing– Test and experiment until you optimize for best results.

Analyzing Marketing Reports

Shopify’s built-in reports can help you understand the success of your marketing campaigns. They can tell you how well your recent marketing efforts are doing and where you might want to make changes.

Visitors by marketing campaign

该报告显示了UTM营销活动产生的访问者数量。它位于“Marketing”in the“报告”overview.

Visitors by marketing campaign

UTM parameters are added information to links that provide a wide view of marketing efforts.

You’ll see the following parameters most often:

  • 来源(utm_source)– This helps to define a site the link is placed on. For example,utm_source = shopify或者utm_source=blog
  • Medium (utm_medium)- 这定义了营销行动。例如,utm_medium=paid
  • 广告系列(UTM_CAMPAIGN)- 这定义了您正在运行的特定广告系列。例如,utm_campaign = bdam或者utm_campaign = March22

Understanding Columns and Filters

过滤器是将结果范围缩小到所需的关键信息的好方法。

例如,if you want to see what percentage of your sales are coming from mobile devices, you can type “is” into the operator box and then “Mobile” into the values box. Shopify will then give you the results that fall into that specific category.

Find a “Manage filters” button at the top left of your data tables:

Shopify manage filters

Some reports offer additional filtering options, like the search bar reports:

Shopify search filters

But filters aren’t the only tool available to you in reports.

You can also use columns to add or remove data points from a report, which is useful when you have too much data to make sense of at once (e.g. adding the number of orders you made per day). Columns allow you to add and remove specific numbers from your report, like adding an extra column for a number of orders per day or changing a graph into a table.

By clicking the “Edit columns” you’ll see a dropdown menu with available columns:

Shopify Edit columns

一些报告提供了其他列选项,例如搜索栏报告:

Shopify search columns

在设备报告的访问者示例中,we added some filters and columns additionally.

按设备报告进行分割的访问者

One filter isolates mobile and one isolates visitors using iOS. The final data table shows information about mobile iOS users.

One column shows the version of iOS, one shows how long the average session duration is, and one shows the number of checkouts.

Free Shopify Report Templates

正如您在本指南中看到的那样 - 数据就是力量。这个概念从来没有比Shopify报告更真实。将数据转化为信息和知识的能力可能是发展业务与忘记您出售的内容之间的区别。

Databox has free Shopify report templates to help merchants get the most out of built-in Shopify reports. Let’s take a closer look at a few examples

Shopify商店概述仪表板

This freeShopify商店概述仪表板template can help you get a quick overview of the performance of your online store. Metrics cover everything from gross sales, orders, shopping cart overview, to top products sales, total customers, and more.

Shopify商店概述仪表板Template

Online Sales Overview Dashboard

This freeOnline Sales Overview Dashboardtemplate below will help you get the most out of Shopify’s built-in sales reports as well as Facebook Ads, Google Analytics, and other e-commerce analytics tools. Additionally, the dashboard includes a graph that shows the performance of your sales including audience overview, shopping cart overview, and average order value.

Shopify + Facebook广告 + Google Analytics(在线销售概述)仪表板模板

Shopify Conversion & Loyalty Analytics Dashboard

在这个免费Shopify Conversion & Loyalty Analytics Dashboard模板,您会发现关键指标,例如销售,收入和电子商务转换。您还可以查看团队对目标的表现,并确定需要改进的领域。

Shopify Conversion & Loyalty Analytics Dashboard Template

Automate Shopify Reporting with Databox

最好的办法最Shopify报告ing is to automate it — and the best way to do that is with Databox. Automating the data collection process ensures that no data is ever missed, and it frees up your time for other more important things, like focusing on your product and growing your overall business.

shopify_sales_overview_dashboard_databox

第一步得到的Shopify报告ing is not what you might think.

而不是试图记住或回到检查the reports in your eCommerce dashboard, you can automate Shopify reporting and improve your online store monitoring with data visualization. Once you set up Databox, you can track conversion rates, engagement, and performance trends at a glance. The visualizations are automatically updated as new information is collected. This results in a continuous, data-driven approach to improving and optimizing your store.

免费注册和see how fast your online business will improve.

About the author
Djordje Cvijovic
Djordje CvijovicGrew up as a Copywriter. Evolved into the Content creator. Somewhere in between, I fell in love with numbers that can portray the world as well as words or pictures. A naive thinker who believes that the creative economy is the most powerful force in the world!
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