How-To Guides
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How to Create Custom Reports in Shopify

Learn how to create any custom report for your Shopify store without technical skills.

30-day free trial • No credit card required

The Problem

Shopify's pre-built reports don't cover your specific needs. Custom reports either require expensive tools, developer help, or complex Excel exports.

The Solution

DashAI lets you create any report by describing it in plain English. No templates, no configuration - just describe what you want to see.

How to Solve This

Follow these steps to overcome this challenge

1

Define Your Report

What question are you trying to answer? What data do you need?

2

Describe It Naturally

Type your report requirements like you'd explain to a colleague.

3

Refine if Needed

Ask follow-ups like 'Add a breakdown by...' or 'Filter to only...'

4

Save to Dashboard

Add the report to a dashboard for ongoing monitoring.

Example Queries

Try these queries in DashAI to get started

"Create a report showing revenue by product with margins"

"Build a customer acquisition report by source"

"Generate an inventory aging report"

"Show me a returns analysis by product"

Why DashAI is the Answer

DashAI was built specifically to solve analytics challenges like this. Skip the complexity and get straight to insights.

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Natural Language Queries

Ask any question about your Shopify data in plain English. No SQL, no formulas, no learning curve. Just describe what you want to know and get instant answers.

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Instant Visualizations

Get beautiful charts, KPIs, and tables automatically. DashAI chooses the best visualization for your data so you can understand insights at a glance.

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Custom Dashboards

Build personalized dashboards with drag-and-drop widgets. Arrange charts and KPIs exactly how you want them. No technical skills required.

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Real-Time Data Sync

Your Shopify data syncs automatically. Every order, customer, and product update is reflected immediately. Always work with current data.

Frequently Asked Questions

Common questions about solving this analytics challenge with DashAI.

How is DashAI different from Shopify Analytics?

Shopify Analytics provides pre-built reports with limited customization. DashAI lets you ask any question and get custom answers instantly. Need complex breakdowns or cross-data analysis? Just ask in plain English.

Do I need technical skills to use DashAI?

Not at all. If you can type a question, you can use DashAI. There's no SQL, no formulas, no complex configuration. Just describe what you want to know in the same language you use every day.

How quickly can I get started?

Installation takes minutes. Once connected, DashAI syncs your Shopify data and you can immediately start asking questions. No setup wizards, no configuration, no waiting for data to process.

Is my data secure?

Absolutely. DashAI uses secure OAuth authentication and only requests read-only access to your store. Your data is encrypted in transit and at rest. We never modify your Shopify store.

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