Automated Reporting

[Kayli]

I am looking to automate reports out of Shopify to an email list weekly, I have tried with Data Export but it looks like I can't compare sales to LY. Any suggestions or apps that I can do this with? 

I need Sales by product variant vs LY and units sold vs LY 

[Dotsquares]

Hi @Kayli , 

There are several app that can work fine, one of them is Report Pundit: https://apps.shopify.com/report-pundit 

Or if you want custom reporting, then you need to build a custom app according to your requirements.

Hope this helps. Let me know if you need more help.

Regards,

[Kudosi-Carlos]

hello @Kayli,

If you need weekly automated reports that compare sales by product variant and units sold versus last year, the built-in Data Export tool can be a bit limiting. I’d suggest looking into third-party reporting apps that allow for more custom reporting and scheduling. I recommend checking out TrueProfit as it is first rank for tracking and reporting app. It offers custom reporting features and lets you schedule reports to be sent out automatically. 

[BetterReports-D]

Hi @Kayli,

Since Shopify doesn't currently offer the ability to automate report exports, you'll need to explore a third-party app solution.

You mentioned you were looking for an app suggestion, so I'd like to recommend Better Reports 😀.

We can create a custom report that shows sales and total quantity sold by product variant for the current year and the previous year with a % growth/decline comparison. 

You can schedule the report to run at set frequencies to your email or Google Drive or export the reports in CSV, Excel, HTML, or PDF format.

[Sviat_nov]

Hi @Kayli! My name is Sviat from Mipler: Advanced Reports! Noticed that your topic has not yet been resolved and decided to help.

We can find a solution for you with sales comparison by location, period and implement it with distribution by Product Variants and Products.
I'm attaching a screenshot of what a report with data from our test account with fake data might look like:

Of course, at your request, we can help to change the appearance of the report and add the necessary filters. It can be dashboard, formatting, other custom logic.

Also, after setting up the report, you can set up automatic reporting every week in the format you need:

To prepare various reports, you can check the Mipler app and write to our support - we will be happy to help!