Shopify Reports by Collections: How to Export Collections Shopify for Further Analysis
Published: January 13, 2023
Last Updated: April 30, 2024
Last Updated: April 30, 2024
Chief Strategy Officer at Alpha Serve
Author: Anna Odrynska
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What are Shopify Collections and How to Use Them
Shopify Collections are an incredibly useful tool for online store owners, providing them with the ability to organize and showcase their products in an efficient and effective manner. Collections on Shopify can be created manually, or one can take advantage of Shopify's automated collections feature which simplifies the process and helps store owners to create collections quickly and easily. Through the use of collections, store owners are given the ability to group products into categories based on any criteria they choose, such as type, price, or any other criteria relevant to their business.
Why and How to Analyze Shopify Collections
As a Shopify Store owner, you would want to be able to create reports by Collections, to maximize store efficiency and target audience. The default functionality of Shopify reporting does not include a summary report by Collections. However, third-party apps like Exportier - Data Export can help you create this type of report. The configuration of this report brings data on all products grouped by collections on Shopify.
The Collection reports usually include such columns as the ID, Description, Value, Status, Inventory, Price, Tax Code, etc. Furthermore, filters can be used to make the data more beneficial and relevant to the store manager’s needs. For example, you can see Product Collections by their Title or sort them by the Highest/Lowest Price, In/Out of Stock. Such information can be useful for inventory planning and marketing purposes.
The Collection reports usually include such columns as the ID, Description, Value, Status, Inventory, Price, Tax Code, etc. Furthermore, filters can be used to make the data more beneficial and relevant to the store manager’s needs. For example, you can see Product Collections by their Title or sort them by the Highest/Lowest Price, In/Out of Stock. Such information can be useful for inventory planning and marketing purposes.
How to Export Shopify Collections in Bulk and Separately
Create Shopify Collections Report
Create Shopify Collections Report
After the successful installation of Exportier - Data Export, open the app and click on New Report button on the Reports page.
In the DATA TYPE section choose Collections from the dropdown options. This will include all Shopify Collections available for export.
If you wish to custom Collection export, you can do so by specifying it in the FILTERS section. Press on Add Filters and choose one of the available filters: Collection type, Published Status, Title, Updated at.
Configure Shopify Report by Collections
Configure Shopify Report by Collections
In the FIELDS section, you can find all Collection fields available for export, including Manual Collections (custom) and Automated Collections (smart). As you can create Shopify Collections based on different types of grouping, Exportier- Data Export offers such Collection Fields available for export: Metafields, Products, Variants, Rules.
Check Exportier - Data Export documentation to see the full collection list Shopify of fields for Collections.
Press on the required Collection field and choose the columns you wish to export by marking the relevant checkboxes next to them. If you want to export all Shopify Collections, select all checkboxes in all tabs.
Press on the required Collection field and choose the columns you wish to export by marking the relevant checkboxes next to them. If you want to export all Shopify Collections, select all checkboxes in all tabs.
Exportier - Data Export provides users with the capability to easily reorganize the order of columns within the COLUMNS section by dragging them as desired. Furthermore, you can also rename these columns to suit your needs.
Enter the report name in the Name field. Optionally, add a report description in the Description field.
To finalize the export configurations, set up the export file settings and choose between either an Excel or CSV file format.
You can also set Email Notification in the respective section.
In case you need to schedule periodical data export of Collection reports, you can configure the scheduler by choosing the needed recurrent period and start time in the Export scheduler section.
Once the desired settings have been selected, click the Save button to confirm and save the configured report or the Discard button to reset parameters to the default values. You can include multiple sheets in your report with the “Add tab“ button.
To finalize the export configurations, set up the export file settings and choose between either an Excel or CSV file format.
You can also set Email Notification in the respective section.
In case you need to schedule periodical data export of Collection reports, you can configure the scheduler by choosing the needed recurrent period and start time in the Export scheduler section.
Once the desired settings have been selected, click the Save button to confirm and save the configured report or the Discard button to reset parameters to the default values. You can include multiple sheets in your report with the “Add tab“ button.
Export Shopify Collections Report
Export Shopify Collections Report
Once a Collections Report has been created, navigate to the Reports page to view the report in the "Not Ready" status. To generate an export file, click on the Run button, which will change the status to "Pending" and then to "In Progress". Upon completion of the export process, the status will change to "Ready" and you will be able to download the file containing all the data which was previously configured. To access the previously prepared export file, click on the Download action.
Alternatively, you can download an export file by clicking on Export history action and selecting an item from the popover. Export history menu contains links to your current and previously generated exports.
Create Shopify Collections Report Using Template
Create Shopify Collections Report Using Template
Report Templates provide a convenient way to create reports for users, who don't want to create them from scratch. These templates are designed to incorporate best practices for data analytics, drawing from the most commonly used export requests.
To create a new report from the template, click on the Create from template button or navigate to Reports templates.
To create a new report from the template, click on the Create from template button or navigate to Reports templates.
Scroll down to find available Collections templates:
Collections for All collections including products
Custom collections for Custom collections including products
Smart collections for Smart collections including products
and click Create report button on it.
Collections for All collections including products
Custom collections for Custom collections including products
Smart collections for Smart collections including products
and click Create report button on it.
Then you will be redirected to the Report form with a predefined configuration that you can further customize according to your needs.
Once the desired settings have been selected, click the Save button to confirm and save the configured report or the Discard button to reset parameters to the default values.
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