Shopify Reports Without the Spreadsheet Work
14 ready-made report templates, plus a no-code, Excel-style report builder with filters, grouping, and export to CSV, Excel, or PDF.
From a 14-template gallery to a fully custom report
Most Shopify stores need the same handful of reports — sales by channel, low stock, most valuable customers — plus the occasional custom breakdown finance or marketing asks for. SnapDash covers both: pick a ready-made template, or build exactly the report you need from scratch, no code required.
- 14 templates across 5 categories
- Custom filters, grouping & aggregation
- Export to CSV, Excel, or PDF
- 24 selectable data fields
14 templates, 5 categories, zero setup
| Category | Included Templates |
|---|---|
| Sales | All Orders, Sales by Channel, Canceled & Refunded Orders, High-Value Orders |
| Products | All Products, Product Count by Vendor |
| Inventory | Low Stock Products, Out of Stock Products |
| Customers | All Customers, Most Valuable Customers, RFM Segment Distribution, Customers at Risk |
| Financial | Financial Summary by Channel, Discounted Orders |
Build the report Shopify Admin can't give you
3 Data Entities, 24 Fields
Build reports from Orders (11 fields), Products (6 fields), or Customers, with a total of 24 selectable data fields across all three.
No-Code Filters
Add filters with operators like equals, contains, or greater-than, then sort your results — all without writing a query.
Grouping & Aggregation
Group by any field and apply Sum, Average, Min, Max, or Count to every numeric or currency column in the group.
Column Control
Add, remove, reorder, and resize columns to match exactly what your report needs to show — and nothing it doesn't.
PDF, CSV & Excel Export
Export any report to CSV or Excel in one click, or generate a polished PDF in Executive Summary or Detailed Data format.
Shopify reporting questions, answered
Want reports on a live dashboard instead? See Shopify dashboards.
14 ready-made templates across 5 categories: Sales, Products, Inventory, Customers, and Financial. Each comes with default columns, filters, sorting, and grouping already configured.
Yes. The report builder works like a spreadsheet: choose an entity — Orders, Products, or Customers — pick your columns from 24 available fields, add filters, sort, and group with aggregation functions.
Every report can be exported to CSV or Excel with one click. You can also generate a server-rendered PDF in either an Executive Summary format (KPIs and trend charts) or a Detailed Data format (full table export).
Yes. Once you build a report, it's saved to your account. You can revisit it, adjust filters temporarily, or use Edit to make changes permanent.
No. Filtering, grouping, sorting, and column selection are all handled through a point-and-click interface — no SQL or code required.
Yes. All 14 templates and the custom report builder are included free during SnapDash's public launch, with unlimited reports and no credit card required.
Explore the rest of SnapDash
Every part of SnapDash connects to the rest — see how each piece fits together.