Automated Reporting Schedules

Insights are only useful if they reach the right people—on time.
Our Automated Reporting Schedules service creates a system that generates, formats, and delivers business-critical reports to your team on a recurring basis. Whether it's weekly sales breakdowns, monthly inventory performance, or daily ad spend tracking, we configure the reports to be delivered via email, Slack, Google Drive, Airtable, or internal dashboards.

We use tools like Google Sheets + Looker Studio + Airtable, along with Shopify Analytics, Zapier, and API-based exports, to ensure reports are always accurate and on time.
Because proactive teams need proactive reporting.

Grow

Included:

  • Setup of 1 automated reporting schedule for one Shopify store using Google Sheets or Shopify Analytics.
  • Configuration of up to 3 metrics (e.g., weekly sales, basic inventory performance, or ad spend tracking).
  • Delivery method via email only with a single update frequency (weekly or monthly).
  • Basic formatting for readability and clear metric labels.
  • Delivery of 3–5 recommendations for future reporting enhancements or integrations.
  • Email and CRM-based support with standard priority (responses within 3–4 business days).

Not Included / Limitations:

  • No multi-channel delivery (Slack, Airtable, Google Drive) or cross-platform data aggregation.
  • Limited to one schedule, one store, and three metrics—expansion requires a new engagement.
  • No advanced formatting, dashboards, or real-time syncing features.
  • Services delivered online only—no on-site setup or training.

Advanced

Included:

  • Configuration of up to 3 automated reporting schedules for up to 2 Shopify Plus stores.
  • Inclusion of up to 8 metrics (e.g., sales by region, refund trends, or channel-specific performance).
  • Multi-channel delivery options: Email, Slack, or Google Drive.
  • Setup of daily, weekly, or monthly frequencies with basic data visualizations in Google Sheets or Looker Studio.
  • Optional integration with Zapier for basic workflow automations.
  • Email and CRM-based support with priority response (within 1–2 business days).

Not Included / Limitations:

  • No real-time dashboards or advanced KPI modeling.
  • Limited to two stores, three schedules, and eight metrics—larger needs require a separate engagement.
  • No Airtable dashboards or advanced BI tools (e.g., Metabase) beyond simple exports.
  • Remote-only service delivery—no in-office training or setup.

Plus

Included:

  • Implementation of up to 6 automated reporting schedules for up to 4 Shopify Plus stores and multiple sales channels.
  • Tracking of up to 15 key metrics, including advanced KPIs like multi-channel ROAS, warehouse performance, and regional growth trends.
  • Multi-channel delivery via Email, Slack, Google Drive, or Airtable with advanced formatting and branding.
  • Setup of daily, weekly, and monthly reporting frequencies with Looker Studio dashboards or Google Sheets visualizations.
  • Integration with Zapier or API-based exports for automated workflows and custom routing.
  • Follow-up consultation within 90 days to refine metrics, formats, or delivery frequencies.
  • Email and CRM-based support with high priority (responses within 24 hours).

Not Included / Limitations:

  • No unlimited schedules, stores, or metrics—additional requirements require a new engagement.
  • No advanced predictive analytics or AI-driven insights (offered separately under Custom BI or Predictive Analytics services).
  • Services delivered exclusively online—no on-site setup or team training.
Service Plans:
$590.00
$590.00
Tax included.
8 Slots Available
Expert Consultation
All-In Solutions
Timely Support
Flexible Options
Professional Expertise
Happy Assurance
Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

1

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

2

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

3

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

4

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

5

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

6

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

7

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

Trusted By Businesses Like Yours

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