Order report filtering // Including/excluding order tag from results

Shopify Discussion

Topic summary

A merchant seeks to filter Shopify’s native sales reports (specifically “sales_by_product_name”) to include or exclude orders tagged “Retailer_order” via EasyTagging. They want to separate Retailer and Non-Retailer customer orders without manually manipulating spreadsheet exports.

Key Questions:

  • Is there an affordable app that produces easy-to-read reports similar to Shopify’s native sales reports with tag filtering?
  • Does upgrading to Shopify Advanced plan enable this filtering capability?

Solution Provided:
A respondent confirms that Shopify Advanced or Plus plans now support tag-based filtering:

  • Navigate to Analytics > Reports
  • Use the sidebar filter option (e.g., “Tag does not contain Retailers”)
  • Alternatively, add custom filter lines like WHERE order_tags NOT CONTAINS 'Retailer' to exclude tagged orders, or WHERE order_tags CONTAINS 'Retailer' to include only tagged orders

Additional Context:
Another merchant inquired about creating detailed reports based on order tags (generated via Shopify Flow) using third-party apps like BetterReports, indicating broader interest in tag-based reporting solutions.

Summarized with AI on October 29. AI used: claude-sonnet-4-5-20250929.
2

Hello,

In case of our store we send custom ‘order notes’ as per different criteria placed on the checkout process, with the help of Shopify Flow app we have created flow and those order notes create relevant ‘order tags’ with these conditions.

Now we want to create reports on the basis of order tags, like how much sales/orders came from specific tags with ability to see this data for certain period of time and more of like that.

Can we create elaborate reports like this with @BetterReports-K ?

Is it possible with @BetterReports-K ? Please reply. And to test your trial version do we need credit card?