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Creating Custom Reports with Assisty: A Step-by-Step Guide

By January 28, 2023February 7th, 2023No Comments

In this post, we will show you how to create custom reports with Assisty, the powerful reporting tool for Shopify. With Assisty, you can easily track your stock levels, sales, and other vital metrics and create custom reports to gain valuable insights into your business.

First, let’s look at how to change the breakdown dimension of a report. With Assisty, you can break down data into different dimensions such as product, collection, customer, store location, and vendor. This allows you to get a more detailed look at your data and gain valuable insights into specific areas of your business.

Next, we’ll show you how to select a time range for your report. Assisty offers several default time ranges, such as today, yesterday, last seven days, last week, and last month. You can also select a custom time range to see your data over a specific period.

Once you’ve set your break-down dimension and time range, you can add filters to your report. Assisty allows you to add filters for different dimensions, making it easy to create data segments and gain insights into specific areas of your business.

Another great feature of Assisty is the ability to show and hide columns in your report. You can click on the column button in the top right corner to open a popup with a list of columns and select which ones you want to include in your report.

Finally, you can save your custom report by clicking on the “Save As” button in the top right corner, giving it a memorable name. Your custom reports can be found in the “My Favorites” section.

With Assisty, creating custom reports is easy and intuitive. Whether you’re looking to track stock levels, monitor sales, or gain insights into other vital metrics, Assisty has the tools to make informed business decisions. Try it out today and see the difference it can make for your business.

Steve Ngo

Author Steve Ngo

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