Creating custom analytics reports

Custom analytics reports let you save personalized versions of existing Recharge reports so you can track specific metrics, products, or segments without rebuilding your filters each time. You can also group report data by product or variant to compare performance side by side. 

This guide explains how to create, manage, group, export, and delete custom analytics reports.

Overview

Custom reports are saved versions of existing Recharge reports with your preferred filters, date ranges, display settings, and groupings applied. When you save a custom report, the original report remains unchanged and continues to appear in the Reports list alongside your saved versions.

From a custom report, you can:

• Apply and save filters, date ranges, and display settings.
• Group data by product or variant to compare performance across your catalog.
• Export aggregated report data or detailed drill-down data.
• Update the report over time by saving changes or creating a new copy.

Custom reports are useful when you want to monitor a specific segment of your business, such as the performance of a particular product group or customer segment, without manually reconfiguring a report each time.

Create a custom report

Start from any existing Recharge report and save your configured view as a custom report. The original report is not affected.

1. From the merchant portal, click Analytics and select Reports.
2. Select a report category and click the report you want to customize.
3. Click on Report controls and apply your preferred filters, date range, display grain, and any groupings.
4. Click Save.
5. Enter a report name and an optional description.
6. Click Save report.

Your custom report appears in the Reports list alongside the original. The original report remains unchanged.

View and edit a saved report

Saved custom reports appear in the Reports list with the name, description, and creator shown. You can update a saved report at any time or save a modified version as a new report.

1. From the merchant portal, click Analytics and select Reports.
2. Click the custom report you want to view or edit.
3. Click on Report controls to make any changes to filters, date range, display grain, or groupings.
4. Click Apply.
5. Choose how to apply your changes:
   • Save: Applies changes to the existing custom report.
   • Save as new report: Creates a copy with your changes applied. The original custom report is unchanged.
   • Discard: Removes unsaved changes. The custom report is unchanged.

Group report data by product or variant

Groupings let you break down a report's metrics by product or variant so you can compare performance across your catalog in a single view. When a grouping is applied, the chart and report table both update to reflect the grouped data.

Groupings are available on select reports. All reports include a default date-based grouping that cannot be removed. Some reports include a second locked grouping based on the report template—for example, the Churned subscriptions report groups data by churn type in addition to date.

To add a product or variant grouping:

1. Open a report and click on Report controls. 
2. Under Group by, select Product or Variant.
3. In the How many items would you like to display? field, enter a number between 1 and 10. Defaults to 5.
4. Under What would you like to do with the remaining items?, choose one of the following:
   • Hide from chart and table: Only the selected number of items appears in the report.
   • Group as "Other" and display in chart and table: Remaining items are combined into a single "Other" value in the chart and a single "Other" row in the report table.
   • List in the table only: Remaining items appear in the report table but not in the chart.
5. Click Save to preserve the grouping as part of your custom report.

Export a custom report

You can export custom reports using the same export options available on standard reports. See Export store data for more information.

Delete a custom report

You can delete a custom report from the Reports list or from within the report itself.

1. To delete from the list view, locate the custom report in the Reports list and select Delete.
2. To delete from the report itself, open the custom report and select Delete.
3. Confirm the deletion.

Use cases

Custom analytics reports are useful across a range of reporting and analysis workflows. Here are a few common examples.

Track performance for a specific product group

If you sell multiple subscription products and want to monitor the performance of a particular group, such as a new product line or bestsellers, you can save a custom version of the Subscription recurring orders report filtered to those products. Rather than reapplying the filter each time, the saved report is ready to open and review.

Compare product or variant performance side by side

Use the "group by product" or "group by variant" capability to see how individual products or variants contribute to a given metric. For example, group the New subscriptions report by product to identify which products are driving subscriber acquisition, or group by variant to evaluate size or format preferences within a product.

Monitor a specific customer segment over time

If you use customer segments to organize your subscriber base, you can save a custom report filtered to a segment you want to track regularly, such as high-value subscribers or a specific acquisition cohort. The saved report preserves the segment filter so you can check in without rebuilding the view each session.

Considerations

Consider the following when working with custom analytics reports.