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, sales performance by country or region, or product-related data, so you can check them again without rebuilding the same setup each time. At this time, custom analytics mainly supports Sales data.

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: On the Reports page, you can create a copy of a supported sales-related report, make changes, and save it as your own report.
• 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.

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 a dataset from the drop-down list. Currently, only Sales data is supported.
6. Click Next, then set the date range and choose the metrics, dimensions, and chart type based on your analysis needs.
7. Preview the card, then click Save.

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 data, you can save your filters, dimensions, and metrics in a report and open 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 a dataset from the drop-down list. Currently, newly created custom reports only support Sales data.
5. Click Next, then set the date range and choose the metrics, dimensions, and chart type you want to use.
6. Preview the report and click Save when everything looks correct.

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.
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, and dimensions based on what you want to analyze. This helps you view data in a way that is clearer and more useful for your business.

Chart types control how your data is displayed. If you want to understand how performance changes over time, a trend chart is usually the most suitable option. If you want to compare results across countries or regions, products, or channels, you can choose from formats such as tables, column charts, bar charts, pie charts, or donut charts, depending on what is available in your admin.

Metrics define the data you want to measure, such as Sales, Orders, or Sales quantity. Dimensions define how you want to break that data down, such as by Time, Country/Region, Product, or Payment method.

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

Use Cases

Sales performance by country/region over the last 30 days

If you want to keep track of sales performance for a specific country or region over the last 30 days, you can set up the date range, filters, and fields you need on the Reports page and save the result as a custom report. If you also want faster access from the Analytics page, you can create a matching custom card.

Sales contribution by country/region

If your operations team wants to understand how revenue is distributed across different countries or regions in order to evaluate whether market-specific strategies are needed, you can create a custom report, choose a donut chart, and configure Sales as the metric and Country/Region as the dimension. This gives you a clear view of each country or region’s share of total sales.

Daily sales trend

If you regularly monitor daily sales trends, you can create a custom card that shows changes in sales over time and place it near the top of the Analytics page. This makes it easier to review key data each time you log in.

Product, payment method, or channel analysis

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.

Notes

• At this time, custom analytics mainly supports Sales data. Additional data themes will be supported gradually based on what is available in your admin.
• Newly created custom cards and custom reports can currently only be viewed and edited by the person who created them..
• On the Analytics page, custom cards follow the page-level date range and filter settings. Separate filters are not currently supported for individual custom cards.
• 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.