Thumbnail of Shopify Report and Automated Workflows ebook

50+ Reports & Automated Workflows to Manage a Shopify Store

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About the ebook

Some Reports and Automations Covered Inside

Remove Stock-out Products

Remove stock-out products from the product listing on your website.

Automation logic for removing stock-out products

Shopify Inventory Levels

Setup reports to receive email for low stock products.

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Product Expiry Date

Notify team when a product is about to expire.

Slack alert for product expiry date

Customer Acquisition Cost

Setup reports and send a weekly email to leadership.

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Order Transaction Failure

Get alerted and automatically trigger cashback API.

Automation logic for a stripe cashback api trigger when payment fails

Unfulfilled Orders

Trigger WhatsApp alert when there is a delay in order fulfilment.

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Order SLA Breach

Trigger Slack alerts if they exceed a threshold.

Slack alert for an Order SLA Breach

Campaign Conversions

Create report and notify when conversion drop below threshold.

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Failed/Unattempted Pickup

Create Zendesk tickets for customer support follow-up.

Automation logic for creating a ticket on Zendesk when a pickup fails

Daily Sales Report

Send email to leadership everyday about daily sales.

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Reorder Low Stock Product

Automate reorder placement for low stock products.

Automation logic for reordering when stock is low

Product Repeat Orders

Setup report and setup email when it falls below threshold.

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Why Locale

Use Locale to Track Your Shopify Store Operations With Ease

Bring All Your Shopify Data in One Place

Merge data from multiple Shopify stores and third party apps to build advanced reports.

50+ Pre-Built Shopify Report Templates

1-click reports to monitor everything, from inventory, sales, to payouts, taxes, and commissions

Customize Your Reports for Any
Use Case

Customize any existing report or build a report from scratch with our report builder.

Real-Time Alerts

Alert your team about any issue (cart abandoned, inventory out of stock, etc.) and help them resolve issues.

Schedule Reports

Monitor key metrics with reports sent to you automatically via Email, Slack, MS Teams, etc.

Workflow Automation

Automate key actions such as reordering stock, raising invoices to suppliers, cashback activation, etc.

Reports and Automated Workflows make Shopify management 10x easier