Is it possible to generate sales reports based on customer segments ?

anhdd-kuro-159
Shopify Partner
14 0 6

I want to generate sales reports based on customer segments in my Shopify store.

However, I have encountered a limitation: the customer filter in the report is currently only available for Customer ID, email, name, and type.

 

Here's a brief overview of the use case:

  1. I have implemented metafields to store additional customer information, such as date of birth and gender.

  2. I have successfully grouped customers into segments based on metafields.

Now, I want generate sales reports based on date of birth or gender.

My goal is to gain insights into the sales performance among different customer segments, specifically understanding the distribution of sales between men and women.

Could someone please guide me on how to achieve this?

Replies 4 (4)

CloudlabSam
Shopify Partner
556 46 92

Hi There,

 

Unfortunately, Shopify does not allow for sales reporting on segments or metafields.

 

Our Report Toaster app can help. We can setup reports for you based on any metafielcd values. Please feel free to have a look and contact support to have the metafield reports setup.

 

Thanks,

Sam

Report-Pundit
Trailblazer
319 11 21

Hello @anhdd-kuro-159 ,

Shopify reports are limited to creating reports from meta fields data; you will need a reporting tool.

You can use Report Pundit for this requirement, we build reports according to the customer needs, and our pricing is the most affordable.

You can start our free trial and let us know. 

Cheers!

Report Pundit - Instant reports and custom dashboards

AdvancedReports
Shopify Partner
20 0 1


Hi @anhdd-kuro-159 

Mipler Advanced Reports could be an excellent solution for your needs.

Our team can customize reports for you according to any meta-field data. So you wiil get what are you looking for!

Furthermore, I highly recommend you install  Mipler: Advanced Reports and start your free 7-day trial.

Please feel free to contact our support and we will create a report for you.

BetterReports-C
Shopify Partner
79 0 6

Hi @anhdd-kuro-159 

 

Claudia here from Better Reports.

 

Have you been able to find a solution to this? If not, I would recommend our app Better Reports.

 

We can use metafields to filter reports, and can absolutely create sales report based on the various customer segments.

 

In addition to this, Better Reports has more than 60 built-in reports available out of the box that cover many common use cases for merchants. You can schedule reports to run at set frequencies to your email or Google Drive or export the reports in CSV, Excel or PDF format.

 

I encourage you to install Better Reports and start your free 14-day trial, and I'll be happy to set this up for you.

 

What do you think?