How to Create Reports with Shopify Tags for Analysis

Shopify merchants are always looking for ways to optimize store performance and make informed decisions. One powerful but often underutilized feature is tags, a simple tool that can dramatically improve data organization, streamline workflows, and provide deeper performance insights.

By effectively leveraging tags, you create a more organized, efficient way to work with your store data. Report Pundit, a comprehensive reporting tool for Shopify, enables merchants to build detailed, customizable reports that make full use of tags, giving you actionable insights on products, customers, and orders.

Understanding Shopify Tags: Product, Customer, and Order

Tags are labels you attach to products, customers, or orders to make data easier to find, filter, and analyze. Here’s how each type works:

• Product Tags – Categorize products with labels like “Season 2023” or “Clearance” for easier segmentation in reports.
  
  
• Customer Tags – Identify groups of customers, such as “VIP,” “First-time Buyer,” or “Loyalty Program,” to track purchasing behavior and target marketing campaigns.
  
  
• Order Tags – Flag orders with attributes like “Handle with Care,” “Gift Order,” or “Urgent” so you can analyze fulfillment trends and special handling needs.
  
  

These tags make it simple to filter, sort, and group your data, providing a clearer view of performance trends and customer behavior.

Using Tags for Reporting

When using Report Pundit for reporting with tags, merchants can take advantage of a variety of options that enhance the clarity and usefulness of their reports:

1. Splitting/Separation of Tags

Splitting tags means breaking down a multi-tagged item into individual tags. For instance, if a product has two different tags like “Spring”, or “New Arrival,” Report Pundit can separate these tags to provide a granular view of which products fall under each category. This can be crucial for understanding the distribution of product types or identifying popular product tags.

2. Filter by Tags

Filters allow merchants to narrow down data for more precise reporting. For example, you can create a report that only shows orders with the tag “High Priority.” This is especially helpful for analyzing segments like premium orders or urgent customer requests, making it easy to prioritize actions based on data.

3. Sort by Tags

Sorting data by tags can help identify your store's most frequently used or relevant tags. For instance, sorting orders by tags like “Holiday Sale” or “Discount” allows you to gauge the promotions that have led to the highest sales volumes.

4. Grouping by Tags

Grouping data by tags can provide insights into broader aspects. For example, you could create a report grouping customers by tags such as “Loyalty Member” or “Newsletter Subscriber.” This helps identify which customer segments contribute most to sales and engagement, enabling more targeted marketing and communication strategies.

Creating Custom Reports with Tags in Report Pundit

Custom tag-based reports help you dig deeper into your store’s performance. Here’s how to create one:

1. Select the Report Type – Choose whether you want to analyze products, customers, or orders.
   
   
2. Add Tags as Data Points – Include the relevant tags in your report fields so they appear in your results.
   
   
3. Apply Filters – Narrow the focus to only specific tags, such as “Repeat Customer” or “Backordered.”
   
   
4. Sort or Group – Arrange your data to highlight trends, such as which product tags generate the highest sales.
   
   
5. Generate and Export – Run the report and export it to Excel, Google Sheets, or your preferred format for further analysis.

Additional Ways to Use Shopify Tags for Better Organization

Beyond reporting, tags can enhance your Shopify store in other ways:

• Create Smart Collections – Automatically group products into collections based on tags.
  
  
• Improve Product Search Visibility – Add descriptive tags so products appear in more internal search results.
  
  
• Navigation Filtering – Use tags to help customers filter products in your online store menu.

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Case Study: How Order Tags Report Simplified Order Management for a Food Industry Merchant

Client Overview

An online food delivery business specializing in delivering fresh, organic produce to customers faced a challenge in managing daily orders under tight delivery deadlines. Tasks like tracking shipping schedules, managing canceled orders, and reviewing prior delivery dates had become overwhelming for the merchant.

The Challenge

The merchant faced inefficiencies in tracking orders manually using native store reports. Tasks such as identifying canceled orders, monitoring upcoming delivery dates, and ensuring timely shipments required extensive time and effort. This often led to missed deadlines, increased customer complaints, and a growing need for a streamlined operation optimization solution.

The Solution

The shop adopted Tag Report to automate and simplify their order management process. The tool integrates seamlessly with Shopify, providing comprehensive insights with just one click, an improvement over native store reports that lacked customization and detailed filtering capabilities.

How Tag Report Helped

1. Tracking Prior Delivery Dates
With Tag Report, the merchant could instantly access a clear timeline of upcoming and prior delivery dates. This allowed the team to prioritize urgent deliveries, ensuring all orders reached customers fresh and on time.

Example: A bulk order of organic fruits was scheduled for delivery to a local café the next day. The merchant flagged this order using Tag Report, ensuring it was prioritized for early shipping.

2. Managing Canceled Orders
Tag Report highlighted canceled orders in real-time, reducing unnecessary effort spent on preparing shipments for voided transactions. The tool’s detailed tagging system also provided insights into why cancellations occurred, helping the merchant address recurring issues.

3. Order Insights with One Click
Unlike native Shopify reports, Tag Report integrates all critical order details such as order status, shipping tags, and delivery schedules in a single view. This eliminated manual filtering and saved hours of administrative work.

Example: During a peak holiday season, Tag Report allowed the merchant to monitor 300+ orders efficiently, ensuring no delays or errors in fulfillment.

Key Results

With Tag Report, the merchant achieved:

• A reduction in manual effort for order tracking
  
  
• Improved delivery timelines, increasing customer satisfaction
  
  
• Faster resolution of issues related to canceled or delayed orders
  
  

For food industry merchants, Tag Report’s intuitive features and real-time data access reduced operational complexities. It allowed the team to focus on what mattered most, delivering fresh, high-quality food to their customers.

Conclusion
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Shopify tags provide a useful way to organize data and generate valuable insights. Leveraging Report Pundit to create custom reports with these tags can help Shopify merchants unlock deeper analysis, drive targeted strategies, and optimize store performance.

This level of customization allows merchants to analyze their business, identify key trends, and make data-driven decisions. The process is user-friendly, thanks to an intuitive interface that eases report creation even for non-technical use.