I’d like to get a report for the last 12 months of my sales, but I want to know the sales amount for my wholesale customers (tagged with ‘wholesale’) vs the sales from just regular retail customers. I can’t see a way to apply a filter for customer tags. Has anybody done this before?
Topic summary
A merchant wants to generate a 12-month sales report segmented by customer tags—specifically comparing wholesale customers (tagged ‘wholesale’) versus regular retail customers. The built-in Shopify reporting doesn’t appear to offer straightforward customer tag filtering.
Proposed Solutions:
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Third-party apps: Two vendors (Report Pundit and Mipler: Advanced Reports) offer custom reporting with customer tag filters. Mipler specifically mentions adding a filter like “Customers > Tags Contains wholesale” in their Orders Detail or Sales by Product reports, with a 7-day free trial available.
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Native Shopify solution: One user suggests using Shopify’s built-in “New Analytics” feature to filter by tags without requiring apps, referencing a tutorial video demonstrating custom report creation.
Another merchant confirmed experiencing the same challenge, indicating this is a common need. The discussion remains open with multiple potential approaches but no confirmed resolution from the original poster.
Hello @MissRini ,
You can create this report with Report Pundit, we build custom reports for Shopify businesses to make data analysis easier. Reach out to us and we will be glad to assist you.
Thanks
I am in the same boat as you! I would love to know what is purchased by wholesalers vs retail customers.
Hello @kpauli !
This is Andrii from Mipler: Advanced Reports and I’m excited to connect with you here!
I noticed that you have a topic that hasn’t been marked as solved and I thought our application could help.
Recently, I just realized a similar request from one of our clients. To do this in Mipler, all you need to do is open the report at the level you want - Orders Detail or Sales by Product - and add one filter Customers > Tags Contains wholesale.
You can explore it through the following link: Mipler: Advanced Reports
We offer a free 7-day trial, and our support team is ready to create any report you need.
Just send us a request, and we’ll provide a complete solution promptly.
Looking forward to hearing from you soon! ![]()
yes you can use the built in New Analytics in Shopify to filter out tags. Made a video on how to build custom reports using Shopify only (no apps needed) - https://www.youtube.com/watch?v=45Wkb6nKF-4