Custom Reports, although similar to other SHOPLINE analytics reports, differ in that you can customize filter conditions, and select necessary dimensions and metrics. You can create custom reports according to your analysis preferences and can do the following:

• Create a report using a template
• Modify existing default reports
• Copy existing reports

 

In This Article

• Creating Custom Reports Using Templates
• Creating Custom Reports by Modifying Default Reports
• Creating Custom Reports by Copying Existing Reports
• Managing Custom Reports
• A Custom Report Example

 

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Creating Custom Reports Using Templates

You can create new reports using default report templates. Templates available for creating new custom reports include the following:

 

First, choose the template that best suits the category and purpose of your custom report. After selecting a template, you can further edit and customize this custom report.

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Click Create custom report in the upper right corner.
3. In the pop-up window, add the following information:
   • Under Report template, select the type of report you want to use.
   • In the Title field, enter a custom title.
     
4. Click Completed.
5. On the next page, click Manage filters on the lower left to add filters and Edit on the lower right to edit the column headers to display the information you need.
   
6. After completing the configuration, click Save report on the upper right corner.

 

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Creating Custom Reports by Modifying Default Reports

If you modify a default report generated by SHOPLINE, it will be considered a custom report.

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Click the name of the default report you want to customize to enter the report page.
3. Click Manage filters to add filters and Edit to edit the column header to display the information you need.
4. Click on More in the top right corner and choose Save as.
5. In the pop-up window, enter a custom title.
6. Click Completed.

 

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Creating Custom Reports by Copying Existing Reports

You can create a copy of an existing report to use as a starting point for a custom report, which you can then modify to meet your needs.

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Click the name of the default report you want to customize to enter the report page.
3. Click on Save as.
   
4. In the pop-up window, enter a report title.
5. Click Completed.
6. On the next page, click Manage filters to add filters and Edit to edit the column header to display the information you need.
7. Click Save report.

 

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Managing Custom Reports

After creating a custom report, you can modify the details of the report as needed, such as editing the custom report name or deleting the custom report. Deleted custom reports cannot be recovered. All store staff members with data analysis permissions can access all reports you modify or create and can copy and modify these reports. A store can support creating up to 200 custom reports.

1. From your SHOPLINE admin, go to Analytics > Reports.
2. Scroll to Custom reports > View all custom reports at the bottom of the report page.
   
3. Click the pencil icon (Edit report) in the Options column on the far right of the custom report row you want to rename. Enter your new title in the input field of the pop-up.
   
4. Or click the trash bin icon (Delete report) in the Options column on the far right of the custom report row you want to delete.
   
5. Click Completed to complete your action.

 

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A Custom Report Example

You can customize time ranges, filter conditions, and select necessary dimensions and metrics for your report to meet your personalized analysis needs. For example, if you are particularly interested in the daily traffic and conversion rate from Singapore, you can use the Traffic acquisition report, click on By country/region and set the Date range as Today, select Country/Region as Singapore in Manage filters dialog box, and check  Sessions and Conversion rate in the Edit slider on the left. Then you can click Save as at the top to save it as a custom report and enter the report title as "Singapore Traffic Conversion Monitoring Table." After that, each time you open this report, you'll quickly see the traffic conversion data for "Today" in Singapore.