TotalApp Docs
Ctrl K
Home
EN | TR
Go to App

Ecommerce Reports

Generate AI-powered analytics reports from your Shopify data, save them, edit them, and link them to your projects.

Overview

Ecommerce Reports is TotalApp's report library for your connected online store. It combines an AI-powered report generator with a persistent, editable report archive. Reports are generated from natural-language prompts, saved automatically, and can be linked to PM projects for cross-team visibility.

Requires Shopify Connection

The AI report generator requires a live Shopify connection and at least one completed data sync. If no connection exists, set one up first in Shopify Integration. Saved reports can still be viewed and edited without a live connection.

Generating a Report

Reports are generated via the AI Assistant panel on the right side of the screen. Type a question or analysis request, and the AI produces a structured markdown report using your Shopify data as context.

Ask the AI
→
AI Analyses Data
→
Save as Report
→
View & Share

Example Prompts

  • "Generate a revenue summary for this month broken down by product category."
  • "Which 10 products are selling the fastest and what's their current stock level?"
  • "Give me a customer acquisition report for the last quarter."
  • "What's the average order value trend over the past 6 months?"
  • "List all unfulfilled orders older than 7 days."

Saving a Report

After the AI responds, a Save as Report button appears at the bottom of the AI Assistant panel. Click it and the report is saved instantly — no dialog or title entry required. The title is automatically generated from your prompt and the current month (e.g. "Revenue summary by category - May 2026"). The saved report appears in the report list on the left side of the screen.

Sending a New Message Resets the Save Button

Each AI reply gets its own Save button. If you ask a follow-up question and then save, it saves the most recent reply, not the earlier one. Save a report immediately after the response you want to keep before asking the next question.

Report List

The left panel shows all saved reports for your user account, sorted by most recently created. Each report row displays:

  • Title — auto-generated or manually edited.
  • Source — which integration generated it (e.g. "Shopify Assistant").
  • Date — when the report was saved.
  • Linked project — if the report has been linked to a PM project, the project name appears as a badge.

Row Actions

  • View (eye icon) — opens the full report in a large viewer modal with rendered markdown.
  • Edit (pencil icon) — opens the report in edit mode where you can change the title and rewrite the content.
  • ⋯ menu — additional options: Link to Project, Export as Markdown, Delete.

Viewing a Report

The report viewer renders the saved markdown as formatted HTML — with headings, tables, bullet points, and code blocks. The viewer also provides:

  • Export — download the report content as a .md Markdown file.
  • Print — open the browser print dialog with the report formatted for printing.
  • Edit — switch to edit mode without closing the viewer.

Editing a Report

Reports are editable after saving. Open edit mode via the pencil icon in the report row or the Edit button inside the viewer. In edit mode:

  • The title becomes a text input — rename the report to anything meaningful.
  • The body becomes a resizable markdown textarea — rewrite, extend, or trim the AI-generated content as needed.
  • Click Save to persist changes. The updated title appears immediately in the report list.
  • Click Cancel to discard changes and return to the previous content.

Manual Reports

You can create entirely manual reports by generating an AI report with a simple prompt (e.g. "Give me a blank template"), saving it, and then editing the content by hand. This is useful for attaching manually-compiled analysis to a project alongside AI-generated reports.

Linking Reports to Projects

Any report can be linked to a project from the Project Management module. This makes the report visible in the project's context without leaving TotalApp.

  1. Open the ⋯ menu on a report row.
  2. Click Link to Project.
  3. A modal shows all your current projects — select the relevant one.
  4. Click Link. The project name badge appears on the report row.

To unlink, open the same ⋯ → Link to Project menu and choose No Project.

Deleting Reports

To delete a report, open the ⋯ menu on the report row and click Delete. An inline confirmation prompt appears — confirm to permanently remove the report. Deletion cannot be undone.

Deletion is Permanent

Deleted reports cannot be recovered. If you are unsure whether to delete, export the report as a Markdown file first to keep a local copy.

Frequently Asked Questions

How many reports can I save?
There is no hard limit on the number of saved reports. Reports are stored server-side as JSON. For large organisations generating many reports, consider periodically exporting and archiving older reports to keep the list manageable.
Can multiple users see the same reports?
Reports are scoped to the user who created them. In the current version, there is no shared report library between users. Linking a report to a project makes its existence visible in the project context, but other users must view it through the Ecommerce Reports screen of the owning user's session.
The AI report is showing outdated data. How do I refresh?
Go to Ecommerce → Shopify Integration and click Sync Data to pull the latest data from Shopify. Then return to Ecommerce Reports and start a new AI conversation — the refreshed data will be used as context for the next response.
Can I export a report to PDF?
PDF export is not available directly. Use the Print button in the report viewer and select "Save as PDF" in your browser's print dialog. Most modern browsers support this natively with good formatting results.