The reporting features in Shopify are painfully lacking.
Part of me dislikes how resourceful we are as entrepreneurs, because that means we will find a way when Shopify is lacking features and solutions they should really have. I'm not excited to rely on / pay for a 3rd party app, especially when it seems like something Shopify should have built in. And most of all, I'm squeamish about giving my data to 3rd party apps, but Shopify is so useless in the reporting area that I have bitten the bullet.
Using ReportPundit, you can create the reports you wish Shopify offered.
I've justified the cost of ReportPundit because I am now using multiple really helpful reports that save me countless amounts of time and stress.
- a shipping status report -- especially with massive covid USPS shipping delays, I want to know, all at a glance, which packages have been delivered / not delivered. This is why I found ReportPundit in the first place
- a sales tax report -- shows me how much sales tax collected each month (for the states I have to remit sales tax)
- UTM report -- show me which of my marketing efforts are working
- Shipping label expense report -- how much have I spent on shipping labels? For tax reasons.
- Credit card processing fee report -- how much am I spending, including breaking out Shopify vs. PayPal checkout methods. For reference and tax reasons.
I really appreciate ReportPundit's functionality.
Their support has also been really good -- They will even create reports for you if you tell them what you're looking for.
Find them in the Shopify app store
Search "ReportPundit" in the app store or click here to visit directly. There's a 14 day free trial available. I have no connection and am a random customer/reviewer.
Add new comment