Howto create report in the new analytics. It was so easy before!! HELP

Shopify Discussion

Topic summary

A user is struggling to recreate a tax-compliant sales report after Shopify’s analytics update. The old reporting system allowed easy generation of date-range reports showing: Date, Order ID, Product Name, Sale Price (ex-VAT), VAT, and Total—formatted for printing and tax accounting.

Current problems:

  • Product names are truncated in new reports
  • Cannot locate the “TAX” dimension
  • Reports include unwanted zero-value rows
  • Previous workaround (URL manipulation with /reports/) no longer functions

Even Shopify support couldn’t identify the new dimension name for tax.

Suggested solutions:

  1. CSV export workaround: Export orders as CSV, manually delete unnecessary columns, filter out zero-value rows, and adjust formatting for printing

  2. Custom report (Advanced/Plus plans only): Build a reusable report with Date, Order name, and Lineitem name as rows; Subtotal, Total tax, and Total as metrics; filter out zero values

  3. Third-party app: DataChamp offers pre-built templates and custom filtering for similar reporting needs

The discussion remains open with no confirmation whether these solutions fully replicate the old report’s functionality.

Summarized with AI on October 28. AI used: claude-sonnet-4-5-20250929.
1

Hi! Needs som help here. It was sooo easy before to make a “total sales” report (old report) were we just took from one date to another. And then just printed it in a special way with smaller sizes and we had it! From now its not posible any more. It worked for a while to change /reports/ and so on. No more!

We need this report for the TAX accounting work!

So i will upload a image of a litle report of the old reports and it had everything and it worked perfect.

Now its hard.

So can any give us any advise of how to make the same “look” like old report.

We tried but the productname is shorter so you cant see the full name of it! Also i cant even find the “TAX” Dimension. Also it comes with strange emty posts with number 0 rows.

Im sorry the image is not in inglish but I translate here what we need between date:

DATE - ORDER ID? (#1162) - PRODUCTNAME - SALEPRICE WITHOUT TAX(VAT) - TAX(VAT) - TOTAL SALE PRICE

This is not the exactly Dimension word because we dont know what they called now. :-/.

The support dont know either about what the TAX name is now in dimension.

ANY HELP HERE PLEASE? = )

/AW

2

Hello @74anders

Here’s how to get your “Date – Order – Product – Sale ex VAT – VAT – Total” layout:

1. Quick CSV export from Orders

  • In Shopify Admin go to Orders, set your date range at the top, then click Export → Current page (or All orders if you need everything).
  • Choose CSV for Excel, Numbers, or other spreadsheet programs.
  • Download and open in your spreadsheet tool.

2. Trim to just the columns you need

Keep these headers and delete all other columns and any rows where Subtotal = 0 (those are your empty lines):

  • Created at (for Date)
  • Name (for Order #)
  • Lineitem name (for Product)
  • Subtotal (this is your sale price ex VAT)
  • Total tax (your VAT column)
  • Total (final sale price)

3. Adjust column widths and font size

  • Make Lineitem name wider so you can see the full product names.
  • Shrink the font or set the print scale to 80–90% so everything fits on one page if needed.

4. (Optional) Build a reusable custom report
If you’re on Shopify Advanced or Plus, go to Analytics → Reports → Create custom report and:

  • Rows: Date, Order name, Lineitem name
  • Metrics: Sum of Subtotal, Sum of Total tax, Sum of Total
  • Filters: Subtotal > 0 (to drop zero-value rows)
  • Save this report—next month you’ll just update the date filter.
1 Like
3

Hi 74anders,
If you’re open to using a third-party app, DataChamp lets you create a report with your requested fields (Date, Order ID, Product Name, …). You can also apply multiple filters—or simply choose from one of our many templates.
If you have any questions while setting it up, feel free to reach out to our support team.

Kind regards