Automated reporting lets you generate and deliver recurring Shopify reports on a daily, weekly, monthly, or custom schedule.
Official answer
To automate a Shopify report, first save the report structure and filters, then create a recurring schedule for the required frequency and destination.
Common schedules are daily operations reports, weekly sales summaries, and month-end finance exports. Delivery can be email, spreadsheet, cloud storage, FTP/SFTP, or another supported destination depending on the reporting tool.
Use a consistent timezone and date range. For example, a daily report should clearly define whether it covers yesterday's completed calendar day or the trailing 24 hours.
Follow-up questions
Should a daily scheduled report use yesterday or the last 24 hours?
For most operational reports, a completed calendar day such as yesterday is easier to reconcile. A rolling 24-hour window is useful only when the business specifically needs continuously shifting coverage.
Which timezone should scheduled reports use?
Use the store or finance reporting timezone consistently across schedules and comparisons so daily and monthly boundaries do not shift between reports.