Customize Your Reporting With Xporter

Customize Your Reporting With Xporter

Compiling data isn’t easy.

When operating an ecommerce store, you’re bombarded by lots of figures. It takes time to understand what every number and statistic means.  

And pre-made templates don’t always fit your business’s needs perfectly.

Reporting can be overwhelming to even the most seasoned professionals. But this anxiety doesn’t have to continue.

“Ecommerce analytics reports don’t have to make you feel lost. In fact, once you understand how to set them up and interpret them you’ll feel the exact opposite,” writes Jenna Ochoa, director of marketing at Blue Stout.

Shopify offers an app for that. Xporter, developed by eShopAdmin, helps you generate and customize reports for your company.

Let’s explore how this tool can upgrade your ecommerce reporting.

The Issue

Reporting is necessary to understand how to serve your customers better.

It can help your team gain the insight to change shipping costs, buy more inventory, or even offer promotional discounts.

“Reporting helps companies to monitor their online business and be alerted to when data falls outside of expected ranges. Good reporting should raise questions about the business from its end users,” says Brent Dykes, author of Web Analytics Action Hero: On the Road to Actionland.

But gathering information from your online store is time-consuming. It’s a tedious task that you wouldn’t wish on your worst enemy.

Right now, when you’re looking for specific data points, sometimes the Shopify admin won’t have them natively available.

Most reporting apps on the market lack flexibility on data filtering. They limit certain fields and restrict how the data can be displayed.

You can’t always derive the right insights if you’re confined to a template. Without the right information, your team can’t build a useful strategy.

Nilang Patel, business analyst at Tatvic, agrees:

“Reports prove as a boon for ecommerce retailers by providing them with useful insights regarding user behavior on an ecommerce store and an action plan which can be taken based upon it. This in turn helps them to take several important decisions to improvise their ecommerce online store and to earn good profits out of it.”

How Xporter Can Help

Xporter provides two key elements for your reporting needs: customization and automation.

Without those components, you could be missing essential data to grow your store. You may be experiencing it already. You’re moving but making no progress.

“If you own an e-store, but don’t have a decent analytics system, then your business is like a ship floating in the sea with no direction and no destination. It’s hard to overestimate the huge part web analytics plays for a website that is created with a certain goal in mind, especially commercial site,” writes Ivan Karp, marketing manager at API2Cart.

Xporter allows your team to quickly export your orders (with line items), customers, products, blogs, and sales statistics.

After installation, you can set up a customized template with all the information that you or your manager needs to make important business decisions.

Then, Xporter can automatically generate a report based on that template each week.

Configure the app to send the report to you via email or access the information on a Google spreadsheet. Essentially, any information available through JSON can be exported.

App in Action

Xporter is special because it lets you completely customize an export from the Shopify database.

For example, your warehouse needs a spreadsheet of your orders. One of the columns must be a "Y" or "N" in a particular field to signify whether or not a product you've sold has a specific tag attached to it.

In a normal export, this is nearly impossible to do. You would have to export the orders first and export your product catalog to get the tag.

Then, you would have to match the product to the line item that was actually sold, do some Excel work, and re-save it. Plus, you would have to meticulously match the character encoding with the exact specifications of the warehouse every single time.

Xporter leverages the power of Shopify's liquid language. You can do all the complicated work within the software.

In this case, you would add a "Liquid Field" to your report, and do {% if line_item.tags contains 'MYTAG' %}Y{% else %}N{% endif %}.

Moreover, you can use liquid for complex filtering options. For instance, “every Tuesday, email me a report with all orders paid in the last 3 days, but that were not shipped, unless they contain a blue t-shirt, in which case show me those orders for the past week.”

Create custom return reports that calculate your refunded taxes specified by your accounting department. Or develop character specific CSVs and exotic document types used by old-school legacy inventory and fulfillment systems.

Xporter offers endless reporting possibilities.

What Customers Are Saying

For some ecommerce store owners, this tool may appear difficult.

You don’t know Shopify’s liquid language, but you still need to break free from those pre-made reports.

That’s why the Xporter team offers top-notch support for all its customers.

Adam Harrison, vice-president at eShopAdmin Inc., says:

“Naturally, a system like this can be pretty complicated to get set up; but one of the great things is that we have first-class support for all our customers; so even if you can't get the report set up in our normal GUI, but you're not a liquid coding whiz, we're absolutely there to help!”

The company provides free setup for reasonably straightforward reports and competitive rates for very complex reports. For a how-to tutorial, check out this video.

Current customers are raving about Xporter. Most of its 80+ reviews possess a 5-star rating.

Here’s a review about the app:

And here’s a testimonial about the customer service:

Customized Reporting

Reporting is vital. And customized reporting will take your business to the next level.

“Ultimately analytics can reveal more than monitoring online sales. It is the essence behind understanding the drivers of ecommerce and ultimately your business model,” states Pierre DeBois, the founder of Zimana.

Discover new insights to expand your operations. Try Xporter today.

About the Author

Shayla Price creates and promotes content. She lives at the intersection of digital marketing, technology, and social responsibility. Connect with her on Twitter: @shaylaprice.