Custom Analytics: Create and Manage Custom Cards and Reports

Custom analytics helps you tailor your data views to the way you run your business. You can create custom cards on the Analytics page and save custom reports on the Reports page, making it easier to return to the data that matters most to you.

For example, you can save views for sales trends, performance by country or region, product data, or customer activity without rebuilding the same setup each time. You can also use filters, sorting, sample size settings, and different chart types to focus on the data that requires attention. 

Custom analytics currently supports Sales performance data and Sessions and behavior.

Overview of Custom Analytics

You can use custom analytics from the Analytics and Reports pages in your SHOPLINE admin.

With custom analytics, you can:

• Create custom cards: Create new data cards on the Analytics page and choose the metrics, dimensions, and chart types that best fit the way you review store performance.
• Duplicate existing cards: Some sales-related cards support duplication, so you can use an existing card as a starting point and customize it further.
• Create custom reports: Create and save reports using sales performance or customer activity data, then return to them whenever needed.

• Customize data queries: Use SHOPLINE QL to select fields, apply filters, or create custom metrics and dimensions. 

  Note: For instructions on configuring SHOPLINE QL in a custom report, including supported syntax and functions, see “Using SHOPLINE QL to Customize Analytics Reports.”

• Customize how data is displayed: Set the number of results shown, adjust the sort order, and use funnel or stacked charts to present your data in different ways.
• Save frequently used analysis views: Once you set up the view you need, you can save it for future use without repeating the same filters and configuration.
• Edit or delete saved content: Custom cards and custom reports can be edited after they are created. If you no longer need them, you can also delete them. Deleted items cannot be recovered.

Select a Dataset for Custom Analytics 

When creating a custom card or report, you must first select a dataset. Your selection determines which metrics and dimensions are available.

The following datasets are currently supported:

• Sales performance data: Analyze sales, orders, quantity sold, refunds, products, customers, countries or regions, and sales channels.
• Sessions and behavior: Analyze visitors, cart activity, checkout steps, traffic sources, devices, landing pages, and visitor locations.

After you select a dataset, its name appears at the top of the settings panel on the editing page.

You cannot change the dataset after creating the card or report. Confirm that you have selected the correct dataset before clicking Next.

Custom Cards

Custom cards are useful for organizing the overview content on the Analytics page. You can place the data you care about most in a more visible position, so it is easier to review each time you open the page.

Create a custom card

1. From your SHOPLINE admin, go to Analytics.
2. Click Custom sorting in the upper right to enter edit mode.
3. Click + Create custom card.
4. Enter a card name. Card names must be unique. If the name is already in use, the system will ask you to rename it.
5. Select Sales performance data or Sessions and behavior from the dataset drop-down list.
6. Click Next, then set the date range and choose the metrics, dimensions, and chart type based on your analysis needs. Some chart types also support sample size and sorting settings.
7. Preview the card, then click Save.

After creating the card, you can continue adjusting its position and display order so that the overview page better matches how you review data.

Edit or duplicate a custom card

1. From your SHOPLINE admin, go to Analytics.
2. Click Custom sorting in the upper right to enter edit mode.
3. Find the custom card you want to manage.
4. Click the pencil icon to edit the card, or click the duplicate icon to copy it.
5. After making changes, click Save.

Delete a custom card

1. From your SHOPLINE admin, go to Analytics.
2. Click Custom sorting in the upper right to enter edit mode.
3. Find the custom card you want to delete.
4. Click the delete icon to remove the card.

Custom Reports

Custom reports are useful when you want to save a fixed analysis view. If you regularly review the same sales or customer activity data, you can save the filters, dimensions, and metrics in a report and reopen it again later without rebuilding the view.

Create a custom report

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Click Create custom report in the upper right to enter edit mode.
3. Enter a report name. Report names must be unique. If the name already exists, the system will ask you to rename it.
4. Select Sales performance data or Sessions and behavior from the dataset drop-down list.
5. Click Next, then set the date range and choose the metrics, dimensions, , filters and chart type you want to use. Some chart types also support sample size and sorting settings. 

6. Preview the report and click Save.

   Note: Each user can create up to 200 custom reports.

View a custom report

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Find the report using the report list or the search bar.
3. Click the report name to open it.

If you have added the report to My favorites, you can also open it from there.

Edit a custom report

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Find the custom report you want to edit.
3. Click Edit report in the upper right to open the editing page.

4. Adjust the report name, metrics, dimensions, filters, or chart type.

   Note: You cannot change the dataset after the report has been created.

5. Click Save.

Delete a custom report

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Find the custom report you want to delete.
3. Click ... > Delete.
4. Confirm the deletion in the pop-up window.

Configure Chart types, Metrics, and Dimensions

When creating or editing custom cards and custom reports, you can choose different chart types, metrics, dimensions, and filters based on what you want to analyze. 

Metrics are the values you want to measure, such as Sales, Orders, Visitors, or Conversion rate. Dimensions determine how the results are grouped , such as by Time, Country/Region, Product,Payment method, Device type, or Traffic source The available metrics and dimensions depend on the dataset selected when the card or report was created.

Chart types determine how your data is presented. A trend chart or Stacked line chart is useful for tracking changes over time. To compare results across countries or regions, products, or channels, you can use a table, column chart, bar chart, pie chart, or stacked chart, depending on the options available in your admin. To compare conversion across several stages, use a Horizontal funnel chart or Vertical funnel chart. 

You can also apply filters to narrow the results. Some charts include Sample size and Sort settings, which can help you focus on specific results, such as the 10 traffic sources with the most visitors.

By combining metrics and dimensions, you can create views that better support your day-to-day analysis. Available options  may vary depending on the dataset and what is supported in your admin.

Use Cases

Review the Customer Journey to Checkout

To understand how visitors move through your store before completing checkout, select Sessions and behavior, then choose a Horizontal funnel chart or Vertical funnel chart.

Add metrics such as Visitors, Added to cart, Reached checkout, and Completed checkout in the order you want them to appear. The funnel displays the value and conversion rate for each stage, helping you identify where the largest drop-offs occur.

Compare Sales Trends Across Countries or Regions 

To compare sales trends across markets, create a custom report for the last 30 days. Select Sales as the metric, then add a time dimension and Country/Region.

A Stacked line chart displays each country or region as a separate line, making it easier to compare changes across markets. You can also create a matching custom card for quicker access from the Analytics page.

Review Sales contribution by Country or Region

To understand how sales are distributed across markets, select Sales as the metric and Country/Region as the dimension. Then choose a pie chart to compare each market’s share of total sales.

This view can help you identify your main markets and plan market-specific strategies.

Monitor Daily Sales Trends

To monitor daily sales performance, create a custom card that shows changes in sales over time and place it near the top of the Analytics page. This gives you quicker access to an important performance indicator whenever you open the page.

Analyze Product, Payment Method, or Sales Channel

If you often need to review data for specific products, payment methods, or sales channels, you can adjust the dimensions, metrics, and chart type to create a view that fits your workflow and reduces repeated setup.

Identify Products with the Highest Refund Amounts

To identify products that may require further review, select Refund amount as the metric and Product name as the dimension. Then configure the sample size and sort order.

For example, set the sample size to 10 and sort the results in descending order to display the 10 products with the highest refund amounts. This may help you identify product or post-purchase issues that need attention.

Notes

• Custom analytics currently supports Sales performance data and Sessions and behavior. Additional datasets will be introduced over time. Refer to the options available in your admin for the latest availability.
• Newly created custom cards and custom reports can currently only be viewed and edited by the person who created them..
• If your store already has custom reports created under the previous version, some of them may still be available to view, but further editing or saving may not be supported. Actual availability depends on what is shown in your admin.