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πŸ“” Preset Reports

Start tracking your store’s performance from day one with 80+ ready-to-use Shopify reports.
No coding, no setup β€” just connect your store and get instant insights into sales, inventory, orders, and customers.

Preset Template


πŸ’š Why You’ll Love Our Prebuilt Reports

  • Instant Access β€” Connect with Shopify login and start reporting in minutes.
  • Sales & Revenue β€” Track top products, seasonal trends, and channel performance.
  • Inventory Management β€” Keep tabs on stock levels, restock needs, and slow-moving products.
  • Customer Insights β€” Understand buyer behavior, repeat purchase rates, and lifetime value.
  • Export with One Click β€” Download any report in Excel or CSV format instantly.

With Whatsdash, you can customize any prebuilt report to match your exact business needs β€” all without spreadsheets or manual updates.


🧩 Explore Our Prebuilt Report Categories

  • πŸ’° Sales and Orders Reports Track overall sales performance with detailed Shopify order data.
    Analyze revenue trends, seasonal spikes, and order volumes to understand what drives growth.

Sales and Orders Reports

  • 🚚 Fulfillment Reports Measure fulfillment efficiency by monitoring shipping timelines, delivery performance, and processing delays to ensure a smooth customer experience.

Fulfillment Reports

  • πŸ“¦ Product and Variant SKU Reports Drill down into product-level performance.
    Identify best-sellers, slow-moving SKUs, and uncover opportunities for targeted promotions or pricing adjustments.

Product and Variant SKU Reports

  • πŸ‘£ Customer Journey Reports Visualize the entire buyer path β€” from the first visit to checkout.
    Identify conversion bottlenecks and optimize the journey for higher sales.

Customer Journey Reports

  • πŸ‘₯ Customer Reports Understand your audience with detailed insights into customer lifetime value, purchase frequency, and buying behavior.
    Use this data to improve retention and targeting.

Customer Reports

  • 🏬 Inventory Reports Keep track of real-time stock levels across your Shopify store.
    Avoid stockouts, manage restocks proactively, and optimize your inventory turnover rate.

Inventory Reports

- **🧾 Tax Reports** Simplify tax management with clear breakdowns of collections, liabilities, and regional taxes β€” all synced directly from Shopify’s data.

Tax Reports

  • 🏷️ Tag and Collection Reports Evaluate how your product tags and collections perform.
    See which groupings drive engagement and conversions to fine-tune your merchandising strategy.

Tag and Collections Reports

πŸͺ„ How to Generate a Report from Preset Templates

Let’s use Inventory Reports as an example:

  1. Navigate to the Inventory Reports tab in the Preset Reports library.

  2. Select Collection-Based Inventory from the list of available templates.

  3. The report will automatically load β€” give it a few moments to process your Shopify data.

  4. Once generated, click Save to store it under Reports.

  5. Your saved reports will always be accessible in the Reports section from the navigation panel.