{"id":19842,"date":"2025-08-01T09:36:43","date_gmt":"2025-08-01T04:06:43","guid":{"rendered":"https:\/\/meetanshi.com\/blog\/?p=19842"},"modified":"2025-12-25T13:04:30","modified_gmt":"2025-12-25T07:34:30","slug":"magento-2-custom-reports","status":"publish","type":"post","link":"https:\/\/meetanshi.com\/blog\/magento-2-custom-reports\/","title":{"rendered":"How to Easily Create Magento 2 Custom Reports"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Custom reports allow you to get deeper insights into the overall functioning of your store, bypassing the default Magento 2 reporting options (sales, customer, marketing, and more). You can personalize the custom report based on the data you need to make quality business decisions.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this blog, I will show you how to create Magento 2 custom reports that offer maximum flexibility with up-to-date data all the time.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why Build Custom Reports?&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Magento custom reports are key in building a scalable store.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you are running a large store, you don&#8217;t want to be stuck with the limited filter options in the default Magento 2 admin reports. Advanced filtering and flexibility makes custom reports stand out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can get detailed data regarding a specific area of your store, which you can easily create and manage without needing anyone&#8217;s help.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For instance, after a holiday sale, you can generate a custom report to analyze sales from a specific country, including the total limit. This level of customization is not available with the default reporting, as it typically offers only a basic level of filtering options.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using the custom reports in Magento 2, you can:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Overcome the limitation of the default reporting<\/li>\n\n\n\n<li>Extract key data to understand specific business aspects&nbsp;<\/li>\n\n\n\n<li>Make better business decisions&nbsp;<\/li>\n\n\n\n<li>Connect it with other business tools like Google Sheets<\/li>\n\n\n\n<li>Use different elements to visualize the data<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Popular Types of Magento 2 Custom Reports&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Using custom reports, you can create reports similar to the default ones; the difference lies in the filters. This changes the data that you get for the same report.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s look at the filter options closely.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Report types<\/strong><\/td><td><strong>Custom Report Filters<\/strong><\/td><td><strong>Custom Report Example<\/strong><\/td><td><strong>Default Report Example<\/strong><\/td><\/tr><tr><td>Customers&nbsp;<\/td><td>&#8211; Country\/region\/city&nbsp;<br>&#8211; Total order spend&nbsp;<br>&#8211; Customer group&nbsp;<br>&#8211; New vs. returning&nbsp;<\/td><td>New orders from New Jersey with spending over $100&nbsp;<\/td><td>Simple new order range from a specific data range<\/td><\/tr><tr><td>Product&nbsp;<\/td><td>&#8211; SKU<br>&#8211; Category Brand &amp; color<br>&#8211; Price range<br>&#8211; Stock status<\/td><td>Blue jeans product with less than 100 SKUs&nbsp;<\/td><td>Products will SKU less than 5 quantity&nbsp;<\/td><\/tr><tr><td>Order<\/td><td>&#8211; Order Status<br>&#8211; Payment method<br>&#8211; Shipping carrier<br>&#8211; Order total&nbsp;<\/td><td>Credit card payments in the last 90 days&nbsp;<\/td><td>Order created in last month&nbsp;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The custom reporting filter offers deeper customization options.&nbsp; Moreover, you can add filters based on customer behavior and segmentation, such as purchase frequency, last login, and more.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Methods to Get Data for Custom Reports in Magento 2&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You have three options to create custom reports in Magento 2:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Export from Magento admin <\/strong>&#8211; Use the Magento admin panel to create your report, but there will be limitations in terms of filters. The filters available are decent, but not good enough for advanced analysis.<\/li>\n\n\n\n<li><strong>Magento 2 SQL Report Builder <\/strong>&#8211; Use the Meetanshi Magento 2 SQL Builder to create reports using SQL queries. You can save the created SQL query to create different reports of your choice.<\/li>\n\n\n\n<li><strong>Magento 2 API &#8211; <\/strong>Fetch your data using REST or GraphQL APIs. Only use this method if you have technical expertise or are working with a Magento 2 developer.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The recommended method is to use the Magento 2 SQL Report Builder extension, as it saves you time by eliminating the need to create multiple reports repeatedly. Plus, you don&#8217;t need any technical expertise here.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Create Magento 2 Custom Reports Using an Extension?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can use the <a href=\"https:\/\/meetanshi.com\/magento-2-sql-report-builder.html\" target=\"_blank\" rel=\"noreferrer noopener\">Meetanshi Magento 2 SQL Report Builder<\/a> extension here.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"295\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-700x295.png\" alt=\"Magento 2 SQL Report Builder\" class=\"wp-image-19487\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-700x295.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-250x105.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-768x324.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-1536x647.png 1536w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-403x170.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-964x406.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder-120x51.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/6-Magento-2-SQL-Report-Builder.png 1950w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Our SQL report builder is a single solution to build custom reports anywhere outside Magento \u2014 you can get almost any data in JSON \/ CSV format and enjoy its auto-update feature.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You don&#8217;t need to keep creating new reports; the extension&#8217;s Refresh Frequency setting allows you to set daily, weekly, or monthly frequency to generate a report. Additionally, you can use business tools like Google Sheets, Power BI, and more to create your report.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are the steps for Magento 2 custom reports generation using an extension.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Create a New Report<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Install and configure the extension, and then move ahead with creating a SQL report. Click on <strong>Add New SQL Report <\/strong>and then add the following details.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Report Title:<\/strong> Add the title for the SQL Report<\/li>\n\n\n\n<li><strong>Generate Report on Schedule:<\/strong> Select yes to manage custom SQL reports at regular intervals<\/li>\n\n\n\n<li><strong>Refresh Frequency:<\/strong> Set the frequency at which you want to regenerate the report<\/li>\n\n\n\n<li><strong>SQL Query:<\/strong> Add the custom SQL query you want to execute&nbsp;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Finish this up by clicking on <strong>Execute SQL Query<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After this, our Magento 2 custom report module will start fetching the data. If you need this report regularly, click on <strong>Save SQL Report<\/strong>.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"273\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--700x273.png\" alt=\"Save SQL Report\" class=\"wp-image-19849\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--700x273.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--250x98.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--768x300.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--1536x600.png 1536w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--403x157.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--964x377.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report--120x47.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Save-SQL-Report-.png 1848w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><br>Step 2: Get Integration URL for CSV<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Now, you will find your generated report in the <strong>SQL Report Grid<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here, you will find CSV and JSON URL buttons that will help you integrate your report into other business tools outside of Magento 2. Copy the <strong>CSV URL <\/strong>and head to Google Sheets.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"205\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report--700x205.png\" alt=\"Copy CSV URL of custom report\" class=\"wp-image-19847\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report--700x205.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report--250x73.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report--768x225.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report--403x118.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report--964x282.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report--120x35.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Copy-CSV-URL-of-custom-report-.png 1402w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><br>Step 3: Use CSV URL in Google Sheets<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">From Google Sheets, use the <strong>=IMPORTDATA()<\/strong> function in this format<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">=IMPORTDATA(&#8220;https:\/\/your-magento-site.com\/path\/to\/data.csv&#8221;)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This will replace the URL with the actual link, and the results will be exported.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"693\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--700x693.png\" alt=\"Magento 2 custom data on Google Sheets\" class=\"wp-image-19845\" style=\"width:431px;height:auto\" srcset=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--700x693.png 700w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--250x247.png 250w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--150x150.png 150w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--768x760.png 768w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--403x399.png 403w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--964x954.png 964w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets--120x119.png 120w, https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/07\/Magento-2-custom-data-on-Google-Sheets-.png 984w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Just like Google Sheets, you can integrate the data into<a href=\"https:\/\/meetanshi.com\/blog\/connect-magento-2-to-power-bi\/\"> Power BI<\/a> for your regular reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, you know how to create custom reports in Magento 2 and take the report outside the Magento realm for better data management. This is a simple and reliable method since:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>There is no coding involved&nbsp;<\/li>\n\n\n\n<li>No monthly or recurring expenses&nbsp;<\/li>\n\n\n\n<li>Complete data control &amp; security&nbsp;<\/li>\n\n\n\n<li>Fastest way to get regular reports<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Create Advanced Reporting Like Never Before&nbsp;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Basic reporting will limit the capacity to make business decisions to drive sales. With the Meetanshi Magento 2 custom report builder, building advanced reports is much faster, and no need to keep creating the same reports thanks to its auto update feature.&nbsp;<\/p>\n\n\n\r\n\r\n<div class=\"meetanshi-cta\">\r\n<div class=\"cta-content-wrapper\">\r\n<span> Magento 2 SQL Report Builder <\/span>\r\n<p>Goodbye manual reporting forever; get our no-code solution to auto-update your data.<\/p>\r\n<a href=\"https:\/\/meetanshi.com\/magento-2-sql-report-builder.html\" target=\"_blank\" class=\"btn-primary\">Get Now <\/a>\r\n<\/div>\r\n<div class=\"cta-image-new\">\r\n<img decoding=\"async\" src=\"https:\/\/meetanshi.com\/blog\/wp-content\/uploads\/2025\/11\/magento-2-sql-report-builder.png\" alt=\"Magento 2 SQL Report Builder\">\r\n<\/div>\r\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Custom reports allow you to get deeper insights into the overall functioning of your store, bypassing the default Magento 2 reporting options (sales, customer, marketing,&#8230;<\/p>\n","protected":false},"author":32,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[],"class_list":["post-19842","post","type-post","status-publish","format-standard","hentry","category-magento"],"acf":[],"_links":{"self":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/19842","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/users\/32"}],"replies":[{"embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/comments?post=19842"}],"version-history":[{"count":9,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/19842\/revisions"}],"predecessor-version":[{"id":25159,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/posts\/19842\/revisions\/25159"}],"wp:attachment":[{"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/media?parent=19842"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/categories?post=19842"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/meetanshi.com\/blog\/wp-json\/wp\/v2\/tags?post=19842"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}