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Shopify Report Template for Fast, Automated Client Reporting

Eliminate manual data work and create polished Shopify reports in minutes. The customizable Shopify Report Template pulls revenue, order trends, and customer insights into one report—giving clients a clear view of what’s driving their store’s growth.
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Shopify Report Template Example

Customizable Shopify Report Templates That Showcase Ecommerce Results

Deliver clear, client-ready Ecommerce reports without the manual work. Customizable Shopify report templates automatically pull in key metrics like sales, conversion rates, and average order value, giving clients a complete view of store performance.

Customize layouts, apply your agency’s branding, and present insights in a professional format that builds trust, supports smarter decisions, and reinforces the value your agency brings to growing their Shopify store.

Create Professional Shopify Reports in Minutes
An example of the drag-and-drop Shopify report template builder
Create Professional Shopify Reports in Minutes

Easily Report on Your Client’s Shopify Analytics

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Start Your Free Trial

Custom Shopify Reports as Unique as Your Agency

Reclaim Valuable Time

Create Ecommerce Reports in Minutes–Not Hours

Stop wasting time on manual reports. AgencyAnalytics automates detailed, accurate reports, freeing your team for strategic work that drives client success.  Scale your agency–automation helps you handle more clients and grow your agency.

Get Started With Automated Reporting
Create Automated Ecommerce Reports
Get Started With Automated Reporting
Instant Data Integration

Comprehensive Ecommerce Insights, Instantly

Effortlessly pull all your clients' ecommerce data from the Shopify data integration alongside key metrics from over 80 marketing platforms into one report. This translates to faster, more accurate insights for you and informed, rapid responses for your clients.

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Make It Your Own

Enhance Your Agency’s Brand with White Label Ecommerce Reporting

Customize dashboards, reports, and URLs to reflect your agency’s brand seamlessly. Every touchpoint reinforces your professionalism, building trust and solidifying your agency's identity. Make each report a reflection of your expertise–down to the last detail.

Add Your Agency's Branding
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Add Your Agency's Branding
Set Targets, Show Triumphs

Set Ecommerce Goals and Hit Targets

Automatically track progress against set objectives and highlight key achievements. It’s a powerful way to demonstrate your strategic impact to clients, ensuring they see the milestones reached and the value your efforts add.

Explore Goal & Budget Tracking
Set and automatically track marketing goals, thresholds, and campaign performance targets
Explore Goal & Budget Tracking
Timely Insights, Every Time

Schedule Shopify Reports To Send Automatically

Never miss a deadline. Schedule client reports to arrive on time, every time.  Automate insightful reports to build trust and free your team for proactive client management and strategic marketing. 

Create Custom Dashboards
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Create Custom Dashboards
Report Smarter. Not Harder.

Custom Shopify Reporting Made Easy

Combine Shopify data with 80+ marketing integrations to automatically pull in key metrics from Google Analytics, Search Console, Facebook, and more.  Create the perfect template that wows clients, then clone them for faster client onboarding. 

Create Custom Dashboards
An illustration of cloning marketing reports and dashboards for faster client onboarding
Create Custom Dashboards

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No credit card required. No setup hassle. Just instant access to automated reporting, custom dashboards, and multi-channel insights.

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11 Key Sections Included in the Shopify Report Template

Create a professional and branded report cover page that sets the tone for the insights that follow. This introduction to your agency’s Shopify sales reports reflects your agency's attention to detail and commitment to quality. A well-designed cover page captivates clients and reinforces your brand identity with every report.

This consistent branding builds recognition and trust, positioning your agency as a leader in delivering results with a polished, professional client experience every time.

Shopify Report Cover Page Example

Build custom Shopify analytics reports that deliver results

Save time and impress clients with a powerful, results-driven report template. Access the free Shopify analytics report template today!

Preview the Template
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Preview the Template

Coupons and discounts are commonly used tactics to drive conversions, but understanding their impact on ROI is essential. This part of the Shopify report quantifies the total value of discounts applied to sales.

This data provides insights for adjusting discount strategies to optimize an online store’s profitability. For example, agencies use this metric to determine if a discount strategy leads to higher overall sales volumes or merely shifts customer purchases without adding value.

Shopify Discounts by Referrer Report Template Example

FAQs About Automated Shopify Report Templates

Still have questions about how to create and use automated Instagram Shopify Templates? Don’t worry, we’ve got you covered.

A Shopify report template helps agencies organize and present Ecommerce performance data from their client’s Shopify store. It highlights key metrics like gross sales, total revenue, and campaign performance, giving marketing teams a complete view of sales activity in one professional report.

Agencies should track gross sales, total revenue, conversion rates, and product performance. A complete Shopify report also includes campaign performance metrics that show how marketing efforts are driving sales. These insights help agencies measure results across marketing channels and make data-driven recommendations.

A Shopify report template highlights trends in sales, traffic, and order value. By turning sales and marketing data into actionable insights, agencies help clients optimize their Ecommerce strategy. Reviewing key metrics alongside campaign performance allows marketing teams to refine targeting, improve customer journeys, and maximize revenue from future campaigns.

Yes. AgencyAnalytics automates Shopify reporting, pulling live sales data directly into client-ready reports via the Shopify data connector. This allows agencies to schedule automated delivery, saving time compared to building reports manually in tools like Excel, Google Sheets, or Looker Studio.

Using a Shopify report template helps agencies save time and improve reporting consistency. It combines sales and marketing data from over 80 marketing platform integrations into one professional report, making it easier to communicate results and provide clients with a clear view of their store’s performance. When questions arise, agencies rely on the AgencyAnalytics support team for assistance.

Absolutely. Agencies create automated reports using the drag-and-drop report builder and apply white label branding to match their agency’s identity. With custom marketing dashboards and automated client reporting, agencies build advanced Shopify reports tailored to client needs—combining sales, marketing, and campaign data in one place.

Agencies often begin with the web analytics report to provide insights into visitor behavior. From there, they highlight campaign performance using the digital marketing monthly report template. Paid search campaigns are summarized with the PPC campaign report template, while social media engagement is covered using the social media analytics report. SEO results are wrapped up with the SEO reporting template.

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