We have discounts that are no longer active, that show the number of times those discounts were used. We need to run a report to show JUST THOSE discounts, including the order number for each one, and the total discount given. This used to be so so simple. Now I can’t get any report to show this at all. The ai bot is useless and keeps falsely empathizing with my plight. What I need is a way to run a real report to show this.
The new reports thing looks like code to me. I don’t understand it. I am not a coder. Can someone please explain in plain english how we can run a report that shows the sales associated with the given discount?
When I try to format the report thingy myself, using the discount name, it pulls up one transaction, where there were more than one that used that discount. Sometimes we need to report on a discount that was used 79 times. Right now I am manually going through all the sales and recording them in an excel sheet. This is outrageous. Would love some insight on how to make this as easy as it was prior to the ‘new exploration’ crap.
Are you talking about the Analytics Reports? That doesn’t have a “discount code” dimension. The closest thing you’re going to get is filter by order tag. In which case you’d have to tag all orders that used that discount code. That could be done automatically with Shopify Flow. Or you can go to your Orders, filter by discount code, select all, and tag those orders.
Thanks. When I go to my orders and search with the title of the discount, it shows zero orders. When I am on my discount page, it shows that this discount has been used. I am frustrated and not sure how to make these reconcile.
Right because you hit another limitation. The orders page can filter by discount code but not discount title… So, if the discount has a code, you filter by the code. If it’s an automatic discount you can tag those orders with Shopify Flow. Then you can go back to reports and set up the report and include the tag in the filter. The top is the QL query but the right panel (desktop) is where you can select the components visually.
For Flow automation, you can either set up a workflow trigger at the order created so that way any future orders will run through the workflow, but for this case, you can use a scheduled time trigger to run though your orders and tag them if they have a certain discount title.
A lot of nonsense work, but there are 3rd party apps and outside business programs built specifically for order management and query.
@petgrocer if the discount has a code, the simplest way that doesn’t need Flow at all is the Discounts page itself. Click the discount, scroll down, there’s a Sales section with order count + total revenue + total discount given for that code’s lifetime. That’s the “JUST THOSE discounts” view you described.
Order list is the gap, but you can get to it by going to Orders and filtering with discount_code:YOURCODE directly in the search bar. The text search by title doesn’t work because Shopify only indexes the code, not the discount name.
If it’s an automatic discount with no code, then yeah Maximus3’s Flow tag path is the right move because there’s no code field to filter on. Are these code-based or automatic?
Unfortunately for me, these are not code based, but automatic discounts. I don’t understand how to use the ‘flow’ system. We are nutrition experts, not tech people at all. I find this system continues to go more and more down the path of having to have an in house tech person and it’s not usable for non-tech business folks or small business that can’t afford to have someone in house who understands this.
What used to be an easy report for me to generate, is suddenly gone. More shrinkflation from Shopify. I’m not sure my brain has the space to learn this flow thing. Even the answer the folks here have been kind enough to share are beyond my understanding.
I don’t even understand what your ask is. We are not tech savvy people. I can’t even see your reply so I can quote it properly because Shopify changed these forums to strange pop up boxes.
I just go to the discounts page, I click on the discount title, on the right under ‘performance’ I see how many were used. I used to click on the link to see an easy to use report (prior to all the changes to the reports where you have to do some visualization and metrics things that we don’t understand). Now the link takes you to ‘View sales by discount report’. I have figured out at least that I can type the title of the discount in filter section and click ‘is’ instead of ‘is not’ and click on ‘none’ and enter the discount title. But then it is still not showing 1) ALL of the used discount and 2) the order numbers and value of the discount given.
“Tag those orders with Shopify Flow” - from that point on I have no clue what you mean. I don’t understand any of this.
We used to just click on a report and it was done, and the columns to sort were easy and understood by a child! I am hoping for a much simpler explanation than one that requires me to learn the coding and programming involved with running simple reports now.
We don’t have anyone with the time or ability set to learn this. I’m shocked it is gone - simple easy reports that have an actual link from Shopify in the discount page. Hoping for an easier way than me having to stop my actual work to learn a new how to decipher how to speak this new shopify language they instituted. It is frustrating how much Shopify makes us fight their system instead of letting us make sales (so that they too can make money from our sales).
Try this.
Go to a blank exploration. Click this down arrow:
Delete the “From” beginning text.
Paste this:
FROM sales
SHOW orders
WHERE discount_title = 'Free Shipping'
GROUP BY order_name, order_id, order_fulfillment_status, order_payment_status,
order_sales_channel WITH GROUP_TOTALS, TOTALS
ORDER BY orders__order_name_totals DESC, orders__order_name_order_id_totals
DESC, orders__order_name_order_id_order_fulfillment_status_totals DESC,
orders__order_name_order_id_order_fulfillment_status_order_payment_status_totals
DESC, orders DESC, order_name ASC, order_id ASC, order_fulfillment_status ASC,
order_payment_status ASC, order_sales_channel ASC
VISUALIZE orders TYPE table
Change the “Free Shipping” text to your discount title and hit Run.
Thank you! I can actually see the orders now for the discounts! You are a rock star.
Question - I have altered it to be this:
FROM sales
SHOW orders
WHERE discount_title = ‘Tollden Hoppy Easter 3 lbs Rabbit Discount!’
GROUP BY order_name, order_sales_channel, discount_value WITH TOTALS
ORDER BY orders DESC
VISUALIZE orders TYPE table
Just put one of my sample discounts in there. But I can’t get any ‘visualize’ thing to show the actual amount of the discount that was given. When I selected ‘discount value’ it gave me something else entirely. I need to show the actual amount we gave the client off the retail price. That is what our vendors require from us.
In the above example, we gave people 15% off retail pricing for a particular product. When I selected ‘discount value’ the report shows $15. That’s not true. I think it means 15% but it reported it as $15.00. Our retail price was 41.99. Client received a discount of 6.29 (so the retail price paid after discount was 35.70). I need to make this report show the order number, date, and the actual discount received (in this case 6.29).
Can you help me clarify how I format it to do that? Thank you again!
yeah the ql query cannot distinguish between discount % and discount $ for that dimension, that’s why it’s messed up. It only sees a number, the %, not the calculated result of that %.. Until they fix it on Shopify’s coding end, there’s nothing you can do about that.
