Introduction

ReportGuru is a comprehensive reporting and analytics tool designed specifically for Shopify stores. It allows merchants to create customized reports, visualize data, and gain insights into their store's performance — including sales, inventory, taxes, customers, and more. It is available as an app on the Shopify App Store and is widely used by store owners who require more flexible and detailed reporting than Shopify's native tools offer.

Features of ReportGuru

Preset Reports

ReportGuru provides a comprehensive set of preset reports designed to meet common business reporting needs. These reports are ready to use and cover key performance areas such as sales, inventory, customer behavior, and marketing performance. Preset reports enable users to quickly access insights without requiring custom configuration.

Custom Reports

Users can create custom reports tailored to their specific requirements. This includes selecting custom fields, applying calculations, grouping data, and formatting outputs according to business needs.Custom reports allow for greater flexibility and relevance in data analysis and presentation.

AI Insights

The AI Insights feature leverages machine learning algorithms to detect patterns, trends, and anomalies in your data. It provides automated insights and predictive analytics to support strategic decision-making. Users receive intelligent suggestions and performance summaries based on historical data and usage behavior.

Data Integration

ReportGuru supports seamless integration with multiple data sources, including e-commerce platforms, financial systems, and third-party applications. This feature enables consolidated reporting by pulling data from tools such as Shopify, Google Analytics, QuickBooks, and more into a single reporting interface.

Filter

The filtering functionality allows users to refine report data based on various parameters such as date ranges, product categories, customer segments, order statuses, and more. Filters can be applied to both preset and custom reports, helping users isolate and analyze specific subsets of data.

Visual Reports

Visual Reports enhance data comprehension through graphical representations such as charts, tables, and dashboards. Users can choose from multiple visualization types to best represent their data and improve the clarity of trends, comparisons, and performance indicators. This feature is ideal for both analysis and presentation.

Learn how to connect ReportGuru to your Shopify Store

• Go to the Shopify App Store.

• Use the search bar to look for "ReportGuru".

• Select ReportGuru from the list of search results.

• Click the Install button to begin the installation process.

• Once the installation is complete, log in to your Shopify account.

• This will complete the setup and allow you to start using ReportGuru.

Preset Report

ReportGuru provides a comprehensive library of preset report templates designed to meet a wide range of common business reporting needs. These ready-made reports are fully prepared and can be used instantly, eliminating the need to create reports from scratch. Whether you're tracking sales performance, monitoring inventory levels, reviewing tax data, analyzing Shopify payouts, or gaining insights into customer behavior, there's a template available to help you get started quickly and efficiently.

You can access these templates through the Reports section on the Home Page, where they are conveniently categorized into sections such as Sales, Inventory, Tax, Shopify Payouts, and more. This organized layout makes it simple to find the specific type of report you need, allowing you to generate insightful data with just a few clicks.

Custom Reports for Your Shopify Business

Unlock powerful insights with ReportGuru’s custom reporting tools, built specifically for Shopify.

Your business is one of a kind—your reports should be too. With ReportGuru, you can design fully tailored reports that match your unique objectives. Whether starting from scratch or customizing pre-built templates, you can track critical metrics, analyze performance, and spot the trends that matter most to your Shopify store. ReportGuru gives you the clarity to focus on what truly drives results—empowering you to make smarter decisions, streamline operations, and accelerate growth.

Create Your Perfect Customized Report in a Few Simple Steps-

1. Click on the Create Report button, then select Custom Report to start building a tailored report for your business needs.
2. Give your report a name and add a description, and hit ‘Next’ to move forward.
3. Choose your Report Category from the available options, then click ‘Create’ to proceed.
4. Choose your preferred date range from the available pre-set options using the date selector tab. You also have the flexibility to set custom start and end dates.
5. To build your report, select the necessary data fields using the Add Columns button. You can also use the search bar to quickly find specific fields.
6. To save your report, simply click the "Save" button. You can access your saved report anytime by going to the "Reports" section and selecting "View All".

Advanced Filters for Precise Report Creation

ReportGuru offers powerful filters that allow you to narrow down your reports based on various criteria, such as size, color, payment status (paid, cancelled, pending), created date, total spent, order count, and more.

Available Filters in ReportGuru

• Contains - The 'Contains' filter is used when you want to view specific fields that contain certain words.

  For example, imagine a store that sells a variety of clothing items, such as T-shirts, Jeans, Jackets, Hats, and Sweatshirts. If you want to filter products that contain the word "Jeans", you can use the 'Contains' filter.

  When you apply the 'Contains' filter for the word "Jeans", the report will show only the items with "Jeans" in their name, such as Blue Jeans and Black Jeans, and exclude all other products.

• Not Contains - The 'Not contains' filter is used when you want to exclude specific fields that contain certain words.

  For example, imagine a store that sells a variety of clothing items, such as T-shirts, Jeans, Jackets, Hats, and Sweatshirts. If you want to exclude products that contain the word "T-shirts", you can use the 'Not contains' filter.

  When you apply the 'Not contains' filter for the word "T-shirts", the report will show only the items that do not have "T-shirts" in their name, such as Jeans, Jackets, Hats, and Sweatshirts, and exclude all products with "Jeans" in their name.

• Is - The 'Is' filter retrieves results that exactly match the specified parameter.

  For example, if you apply the 'Is' filter to an Order Status with the parameter "Shipped", the report will display only orders that have a status of "Shipped".

• Is Not - The 'Is Not' filter excludes results that match the specified parameter.

  For example, if you apply the 'Is Not' filter to an Order Status with the parameter "Pending", the report will exclude all orders marked as "Pending" and show only orders with other statuses, such as "Shipped", "Delivered", or "Cancelled".

• Include - The Include filter allows you to add multiple filter conditions to narrow down results.

  For example, imagine you want to focus on two product titles: "Wireless Keyboard" and "Gaming Mouse", among a list of other product titles. When you apply the Include filter with these conditions, the report will show only the products titled "Wireless Keyboard" and "Gaming Mouse", excluding all other products.

• Exclude - The Exclude filter is used to remove multiple filter conditions from the results.

  For example, if you want to exclude the product titles "Wireless Keyboard" and "Gaming Mouse" from your report, you can apply the Exclude filter with these conditions. When this filter is applied, the report will remove "Wireless Keyboard" and "Gaming Mouse" from the results and display all the remaining product titles.

• Is Blank - The 'Is Blank' filter condition is used to find records where a specific field is empty or has NULL values.

  For example, if you want to filter all customer profiles without a phone number, applying the 'Is Blank' filter on the phone number field will show only the records where the phone number is missing in the system.

• Is Not Blank - The 'Is Not Blank' filter condition is used to find records where a specific field has a value.

  For example, if you want to filter all customer profiles that have a phone number, applying the 'Is Not Blank' filter on the phone number field will show only the records where a phone number is recorded in the system.

• Begins With - The 'Begins With' filter helps find records that start with a specific prefix.

  For example, if you want to filter all product codes that begin with "PRO", applying the 'Begins With' condition will retrieve all records with product codes like "PRO123", "PRO456", and "PRO789".

• Ends With - The 'Ends With' filter helps find records that end with a specific suffix.

  For example, if you want to filter all product codes that end with "99", applying the 'Ends With' condition will retrieve all records with product codes like "A199", "B299", and "C399".

Rearrange Your Columns in ReportGuru

With ReportGuru, you have the flexibility to tailor your reports to better suit your needs by allowing you to rearrange the columns in any order you prefer. Whether you're using a standard, preset report or creating a custom one from scratch, you’re not locked into a fixed layout.

By default, reports adhere to a predefined column structure. However, users have the option to modify the order of columns to better emphasize key data points or to create a more logical and cohesive flow of information. This customization enhances the clarity and usability of the report, making it easier to interpret and derive actionable insights.

It is important to note that certain formatting constraints may apply, particularly when combining text-based and numerical columns. Nonetheless, the ability to adjust column arrangements ensures greater control over data presentation, ultimately supporting more effective analysis and decision-making.

Sorting Data in Reports

The Sort feature helps organize your report's data in the order you prefer, making it easier to analyze and gain deeper insights from your Shopify store data.

Sort by Ascending -

You can sort any field in ascending order, arranging values from the smallest to the largest, or in alphabetical order from A to Z.

For example, sorting by "Order Date" will display the oldest orders first, moving to the most recent ones as you go down the list. Additionally, you can control the number of rows shown per page, with options for Top 10, 25, 50, or 100.

Sort by Descending -

The descending sort option allows you to arrange data starting from the highest value and working down to the lowest. For text-based fields, this sorts them in reverse alphabetical order (from Z to A).

For example, sorting by "Discount Amount" in descending order will show the orders with the largest discount values at the top, followed by the smaller discounts. You can also limit the rows shown per page to the Top 10, 25, 50, 100, or view all rows on the same page.

Exporting Reports in ReportGuru

Export your reports to Excel and CSV for convenient access and sharing. Follow the steps below to ensure a smooth export process.

Steps to Export Reports Without Scheduling -

1. Open the Desired Report

   • Navigate to the report you want to export.

2. Select Export Format

   • Click the dropdown menu on the export widget.
   • Choose your desired format: Excel or CSV.

3. Download or Save

   • Excel/CSV: The report will automatically download to your default folder.