Migrating to the Shopify Sales Transaction Report

Still using the outdated Shopify Order, Product and Customer reports? Here's how to migrate to the new Shopify Sales Transaction report

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Written by Funnel
Updated over a week ago

The Sales Transaction report provides all metrics and dimensions that have previously been available in Funnel, and much more. On top of this, it also provides sales data on the most granular level and includes your shop’s entire sales history.

This enables the flexibility to construct both detailed low-level analysis of specific order details, as well as getting a high-level overview of your products or customers.

What has changed?

As an existing user, you will notice that the three previous report types all have been merged into one. In other words, all the dimensions and metrics that previously were split into three reports now all exist in Sales Transaction, along with brand new data fields that weren’t previously available.

Before:

After:

The Sales Transaction report also ensures that you can download your shop’s entire sales history, allowing for more thorough analysis such as calculating true customer lifetime value (CLTV).

New Metrics & Dimensions

Apart from including all the dimensions and metrics available in the old report types, Sales Transaction also introduces new data fields to help your reporting needs:

Metrics:

  • Gross sales

  • Discounts

  • Returns

  • Net sales

  • Shipping

  • Taxes

  • Total sales

  • Duties

  • Tips

Dimensions:

  • Customer Sale Type (First-time/Returning Customer)

  • Sales Channel

  • Order App Name

  • Shipping Zip Code

  • Billing Zip Code

See full list of available data fields here.

Migrating existing data sources to Sales Transaction

To get started using Sales Transaction, we recommend that you create a new app inside your Shopify Custom App interface. This will ensure that data can download freely without being slowed down by existing Shopify data sources that you already have connected in Funnel. Alternatively, you can simply pause your existing Shopify data sources in Funnel and replace them with a new Sales Transaction data source.

Getting your Shopify data into Funnel

When you connect a Shopify Sales Transaction data source, transactions from the two most recent days will be downloaded first. This is to ensure that you have some data to work with while Funnel works on getting your entire history downloaded.

After loading your two most recent days, your Shopify data will be downloaded in chronological order, starting from the date when the shop’s first order was created. How long this takes completely depends on the number of orders your Shopify store has, scaling from around one hour to several days.

For troubleshooting help, read more here.

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