How do I stop building my weekly sales and profit report by hand?

By Ranjit Bhinge, founder of Blur Studio · Updated · 5 min read

Short answer: Yes. Most of a weekly ecommerce report is copy and paste: export sales from each channel, join them in a sheet, subtract costs, send a summary. A computer can do every one of those steps on a schedule. The part that stays human is deciding what the numbers mean. Start by writing down your manual routine, then automate one channel at a time into a single sheet and send it to the owner as a scheduled email.

Ranjit Bhinge

You spend a chunk of every Monday exporting sales from Shopify, Amazon and Etsy into a sheet, and you want that to happen without you.

I'm Ranjit, and I run Blur Studio: 15+ years building software, 120 apps taken live, and clients who have gone on to raise $10M+. I build AI systems and processes that help businesses do a lot more with a lot less time. I also work differently from most of what else is out there, more on that further down this page. Say hello.

What is an ecommerce reporting process?

It is the set of steps that turns raw orders from each place you sell into one answer: how did we do this week, and did we make money? For a brand on several channels it usually looks like this:

  1. Export orders or sales from each channel (Shopify, an online store platform; Amazon; Etsy, a marketplace; maybe Walmart).
  2. Paste them into one sheet and line up the columns, because every channel names things differently.
  3. Add costs: product cost, fees, shipping, ad spend.
  4. Work out revenue, profit and a few ratios.
  5. Write a few lines for the owner and send it.

Steps 1 to 4 are mechanical. Step 5 is judgment. Automate the first four and keep the fifth.

Can ecommerce reporting really be automated?

Yes, and the tools to do it are not exotic. Three building blocks cover most small brands:

  • Scheduled data pulls. Amazon offers a reports API (a way for software to request reports) with report types for orders, sales and traffic, and payment settlements, so a script can fetch them without you logging in. Etsy has its Open API v3, and Shopify has its own Admin API for developers. Shopify's built-in Analytics reports are also available on any plan, so check what they cover before you build anything.
  • A scheduled script or workflow. Google Apps Script, the scripting tool built into Google Sheets, supports time-driven triggers that run a script on a recurring interval, as often as every minute or as rarely as once a month, per Google's documentation. Zapier and Make, tools that connect apps, can do similar jobs without code.
  • A scheduled delivery. Looker Studio, Google's reporting tool (Google's help pages now call it Data Studio), lets the report owner, an editor or someone with scheduling permission set up a delivery schedule that emails a PDF of the report, including a custom pattern such as every two weeks on Friday.

Put together: a script pulls last week's numbers into a sheet every Monday morning, a report reads the sheet, and a PDF lands in the owner's inbox. Nobody exports anything.

What should the weekly report contain?

Keep it to one page. The owner should read it in two minutes. My default list:

  • Revenue by channel, this week and last week.
  • Orders and average order value.
  • Gross profit after product cost and channel fees.
  • Ad spend and what it returned.
  • Stock at risk: items that will run out in under three weeks.
  • Returns and refunds.

Profit is the one that trips people up. Revenue is easy to export. Profit needs product costs, fees and shipping that live in other places. My guide to Amazon seller profit and loss shows the fee lines to include, and the KPI dashboard article covers which numbers deserve a permanent spot.

How to automate it, step by step

  1. Write down your manual routine first. Do the report once more and note every click: which export, which filter, which column you rename. This list is your build spec. If you cannot describe a step, the computer cannot do it. The same mapping habit is in business process automation.
  2. Create one master sheet with a tab per channel and a summary tab. Fix the column names now: date, channel, order id, SKU, quantity, revenue, fees, shipping.
  3. Automate the easiest channel first. Usually that is Shopify. Get one channel loading by itself for two weeks before adding the next.
  4. Add the others. Amazon is usually the fussiest, because you request each report through its API and then read the file that comes back. Etsy is next. Each channel is a small separate job, not one big project.
  5. Add costs. Keep a product cost table keyed by SKU in the same sheet. A mismatch in SKUs is the number one reason profit looks wrong, so read my SKU management guide if your codes differ by channel.
  6. Build the summary tab. Use formulas that read the channel tabs and calculate the list above. No manual typing.
  7. Schedule the pull and the email. Run the pull at, say, 5am Monday. Schedule the report email for 7am. Leave a gap, because scheduled jobs can run a little off time.
  8. Add a check. Have the summary flag any week where a channel shows zero orders. That is almost always a broken connection, not a bad week.

A worked example (made-up numbers)

A brand sells on Shopify, Amazon and Etsy. Last week, in an invented example:

ChannelRevenueFees and shippingProduct costGross profit
Shopify$6,200$740$2,400$3,060
Amazon$9,800$3,300$3,600$2,900
Etsy$1,900$420$700$780
Total$17,900$4,460$6,700$6,740

Look at what the table says. Amazon brings the most revenue but only a 30 percent profit rate, against 49 percent on Shopify. A revenue-only report hides that. This is why the profit column matters, and why the report has to join costs, not just sales.

Tools you can use

  • Google Sheets plus Apps Script. Free to start. Needs someone comfortable with a little code, or a developer for the first build.
  • Looker Studio. Good for the visual report and the scheduled PDF. Check Google's current help page for what the free and Pro versions allow, since the paid version adds options such as a custom subject and message.
  • Zapier or Make. Easy for simple jobs. Costs rise with the number of runs. See my comparison of Zapier and Make.
  • Ready-made analytics apps for ecommerce. They give you dashboards fast, but you pay monthly and your profit logic is whatever they decided. Check each vendor's pricing page.

Common failure points

  • Time zones. A sale at 11pm lands in a different week on each channel. Pick one time zone and convert everything.
  • Refunds counted in the wrong week. Decide a rule and write it on the report.
  • Bundles. One bundle SKU sells, but the parts are what leave the shelf. Map them or profit will be off.
  • Silent breaks. A token expires and the sheet stops updating. Add the zero-orders check from step 8 and an alert email.
  • Trusting a number nobody checked. For the first month, compare the automated report to the manual one.

How I'd approach this

I would not buy a big analytics subscription first. I would write down the manual report, then automate Shopify into a sheet, then add one channel every two weeks. Run it next to your manual version for a month. Once the numbers match, stop doing the manual one.

If the sheet gets fragile, or you want profit rules that fit how you buy and price stock, that is when a small custom tool pays for itself: it pulls every channel, joins your costs, and emails the owner the one page. I build these for brands in this position. For more on where automation fits in a store, see AI ecommerce analytics.

Questions people ask

Can ecommerce reporting be automated?

Yes. Pulling sales from each channel, joining costs and emailing a one-page summary on a schedule can all run without you. The thinking part, deciding what to do about the numbers, stays with you. See the steps in this guide.

How often should an ecommerce report go out?

Weekly is right for most small brands, with a short daily check on orders and stock if you sell fast. A monthly report is useful for profit and returns but too slow for catching problems.

What is the hardest channel to automate?

Usually Amazon, because you request each report through its API and read the file that comes back. Shopify is the easiest start. Amazon lists its report types in the Selling Partner API documentation.

Do I need a data warehouse?

Not at this size. A well-built Google Sheet handles a few thousand orders a week. Move to a database when the sheet gets slow or you need years of history. See the KPI dashboard guide for what to track.

How do I make profit show correctly?

Keep a cost table by SKU, then subtract channel fees, shipping and ad spend. Matching SKUs across channels is the main job, so tidy those first with the SKU management guide.

More in this topic: Ecommerce: reporting, profit and automation (17 guides) →

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