Automate Your Shopify Daily Sales Report and Stay in Control

Ever thought about how well your Shopify store or physical outlet is performing every day?

Being on top of daily sales is crucial. But just imagine- Some data is in one report, and some in another, and you need to export both to see everything together, especially if you're trying to track detailed metrics like point-of-sale (POS) performance or event-based sales.

This blog will help you through how to get a Shopify daily sales report, and how to make the most of it using third-party tools to automate and simplify the entire process.

Why Your Daily Sales Report Matters

Your sales report isn’t just a bunch of numbers, but it’s a snapshot of what’s working, what’s not, and where you should double down or cut back. You can track:

• Total sales over time
• Returns and refunds
• Sales by product or channel
• Shopify Online and POS performance
• Staff-wise performance (who’s selling the most!)
• Fulfillment or event-based reports

Let’s say you have three POS outlets. Without a proper report, you wouldn’t know if one of those stores is underperforming, costing you money. Daily tracking helps you make smarter decisions, fast.

Imagine you run a movie night or live show where users book seats. The order might be placed today, but the event is next week. Shopify can track the order date, but reporting apps can help you generate reports based on the event date, metadata, notes, or even tags.

This can be the cherry on top for service-based businesses and event organizers who want to plan and stay organized.

The Manual Way: Shopify’s Built-In Reporting

To generate a Shopify POS Daily Sales Report, here’s what you need to do:

• Log in to your Shopify dashboard
• Go to the Reports section
• Select Retail Reports (POS)
• Filter for POS staff sales total
• Export the data manually to CSV or Excel

This works, but to be honest, it’s a bit time-consuming. Plus, if you need this every single day (or across multiple outlets), it’s going to be more hectic!

There’s no doubt, Shopify provides 200+ data fields in these reports. That’s a lot. Good for data lovers, but overwhelming for the newbie merchants trying to run a business.

Automate Your Report with Third-party Apps

Instead of manually exporting data every day, there are third-party apps that let you automate your daily sales reports for any type of Shopify store, whether you're selling online or through POS. You can:

• Set the Timeframe: Whether it’s the last 24 hours, the past week, or month-to-date, you can set your custom schedule and chill.
• Schedule Reports: Want the report every day at 6 PM? No problem. Report Pundit will email it to you or export it in your preferred format (CSV, Excel, PDF).
• Custom Metrics: Track sales by staff, by product, by fulfillment date, or even event date (super helpful if you run ticketed events or campaigns).
• Simplified Fields: Get only the fields that matter to you. No 200-column confusion here.‍
• Pre-Created Reports: No setup stress, just plug and work.

Why Sales & Order Reports Are Crucial for Every Shopify Store

Sometimes, the sales team and the warehouse team don’t agree because sales numbers don’t match the inventory. When this happens, you might need to look at both the sales and warehouse reports to figure out what went wrong and fix it. Daily Sales  Reports help both teams check the facts and work together on a solution.

Sales reports are also important for checking how well your team is doing and for setting future goals. By looking at sales data regularly, you can track progress and set targets that actually make sense.

When you bring together data from different activities, campaigns, and sales channels, sales reporting gives you a clear picture of what’s working and what’s not.

Sales and order reports are more than just data, they’re essential tools to run a smarter business. They help track growth, spot best and worst-selling products, manage inventory efficiently, and fine-tune marketing efforts. By understanding customer behavior and forecasting demand, you can plan better and stay profitable. In short, these reports turn everyday numbers into amazing business decisions.

Customized Shopify Report of A Shopify Merchant

Report Based on Line-item Properties

Every Shopify merchant is different, and so should be their reports-  it’s not always one-size-fits-all. Get custom fields that you exactly need for your report. 

• A Shopify store selling premium fashion accessories needed more than just a standard sales summary, and they wanted to track custom product options like “custom color” and flag orders over $500 that qualified for a free silk scarf promotion.
  
  Since Shopify’s native reports didn’t display line-item properties for promotional tracking. Report Pundit offered a customized solution. The merchant shared an example order containing the "custom color" property, allowing us to identify and map it correctly into their sales report. For the scarf promotion, they chose to flag qualifying orders either by detecting the scarf item or by adding a custom note when the order total exceeded $500.

     A customized daily sales report was created to include:

• Custom color selections at the line-item level
  
  
• A flag for high-value orders exceeding $500
  
  
• Clear visibility for orders that include promotional items

This not only saved hours of manual work but also gave the client’s marketing and fulfillment teams the clarity they needed in one daily report.

Reports Based on Order Due Date

A merchant needed to schedule two reports, “bestselling30d A” and “bestselling90d,” to track upcoming orders. However, the original versions of these reports were based on Sales Metrics (Order Date/Refund Date), which meant that scheduling them for daily export only captured data from the last 24 hours, not the upcoming orders they wanted to monitor.

To solve this, the report was customized to pull data using the “Translated Order Due Date” from the note attributes (this means the due date was manually added in a custom field like note attributes, and then renamed to be used as a report filter). The updated versions “UPDATED - bestselling30d A” and “UPDATED - bestselling90d” were configured to fetch orders scheduled for the next 30 and 90 days, respectively, and also called payment terms. 
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Also a daily PDF export was set up for both reports, allowing the merchant to easily track upcoming orders and manage fulfillment with greater accuracy—eliminating the need for manual filtering.

Conclusion

Shopify’s built-in reports are amazing, but it’s not always user-friendly. Between the manual work, complex fields, and lack of automation, many merchants struggle to stay on top of their reports.

With Report Pundit, you get clean and organized reports delivered to your inbox daily, weekly, or however you like. It gives you clarity on sales tracking and lets you focus on what’s important for growing your business.