Automating Shopify Reports

Technical Q&A

Topic summary

A user seeks to automate monthly Shopify reports (transactions, orders, payouts) via email, expressing surprise that Shopify lacks native automation for this task.

Current Status:

  • Shopify does not offer built-in automated report scheduling or email delivery
  • Shopify Plus users have limited automation through Shopify Flow, but it’s insufficient for this use case

Recommended Solutions:
Several third-party apps from the Shopify App Store can schedule and email reports automatically:

  • Report Toaster - offers scheduled report delivery on custom intervals
  • Report Pundit - provides scheduling plus customized report options
  • Mipler: Advanced Reports - allows email customization, multiple reports per email, format selection, and includes a 7-day free trial
  • Better Reports and Data Export IO - also mentioned as viable options

Alternative Approach:
For users comfortable with APIs, automation platforms like Zapier, Make (Integromat), or Power Automate can connect to Shopify’s API to extract data and schedule report delivery, though this requires more technical setup.

The discussion remains open with multiple vendor solutions offered but no decision made by the original poster.

Summarized with AI on November 2. AI used: claude-sonnet-4-5-20250929.
2

Hi @AutomateMe . Welcome to the Shopify Community.

At this time there is not a feature built within the Shopify Platform to automatically download your reports on a monthly basis. You can set up a recurring task using a third-party app or script such as the ones you mentioned. Zapier is one that is used often, but you can browse our Shopify App Store for more suggestions.