Shopify report template
Opens with what the store took, in how many orders and at what value, walks gross sales down to what you kept and shows where orders came from.
The sections, in the order your client reads them
The monthly report an agency sends to its client for its Shopify store. It opens with what the store took, how many orders it took it in and what an order was worth, and then does the thing no other report does: it walks the money from gross sales down to what actually stayed, subtracting discounts and returns and adding shipping, tax, duties and tips, so the three different figures Shopify calls "sales" stop arguing with each other. It then shows where the orders came from.
Each section opens the preview at that point, on realistic data.
From template to client report
Create it on your accounts
Pick the account for each source and the sections you want. The report opens with your client's data.
Brand it and edit it
Apply your brand template and change any section, widget or text in the editor.
Deliver it
Schedule the email, send a share link or publish it in your client portal.
Frequently asked questions
Is this template included in my plan?
Yes. The whole catalog is included on every plan, free trial too.
Can I see it before I sign up?
Yes. Open the preview: it shows every section of the report on realistic data.
Start from a report that is already done
Pick one from the catalog and make it yours.
