App guide
Custom reports
Select fields, refine rows and add calculations.
Choose the source and format
Choose Create report or Use template for a new report, or Edit beside a saved report. The separate editor retains the full configuration controls. CSV and Excel are useful for spreadsheets; supported plans also provide PDF and JSON. Choose only the columns needed by the recipient.
Select custom data
Add existing supported metafields or properties for the correct owner, such as Order, Product or Variant. Up to 25 selected custom fields are supported in total. The app reads existing definitions; it does not create Shopify metafields.
Filter and arrange rows
Use available filters, sort order and column names/order to narrow the report. Existing advanced saved rules are preserved unless you deliberately replace them.
Add a calculation or summary
Eligible plans can use the numeric-field picker for validated formulas and configure grouping or pivots. Do not combine different currencies as if they were one amount; review totals separately by currency.
Preview and inspect warnings
Preview shows a bounded sample, not every exported record. Check missing custom fields, invalid values and the date basis. Missing values remain empty rather than silently becoming zero.
Save and run
Save the report, confirm the requested date range, then run it. Verify a downloaded sample before attaching the report to a recurring schedule.