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Ecommerce Reports

Shopify-connected AI analytics — ask questions about your store in plain language.

Overview

Ecommerce Reports connects directly to your Shopify store via the Admin GraphQL API and gives you an AI assistant that understands your real store data — products, orders, and customers — without requiring any data exports or manual uploads. Ask questions in plain language and receive structured, markdown-formatted answers you can save as persistent reports.

Connecting Shopify

  1. In your Shopify admin, go to Apps → Develop apps → Create an app.
  2. Under Configuration, grant the app access to: read_products, read_orders, read_customers.
  3. Install the app and copy the Admin API access token.
  4. In TotalApp, open Ecommerce Reports and click the Connect Shopify button.
  5. Enter your store URL (e.g. yourstore.myshopify.com) and the Admin API access token.
  6. Click Test Connection. TotalApp fetches a sample of products and orders to verify the credentials. On success, your store data loads automatically.

Keep Your API Token Secure

Your Shopify Admin API token is stored server-side and is never exposed in the browser. Do not share it in chat, emails, or support tickets. If you suspect a token has been compromised, rotate it immediately in your Shopify admin and update it in TotalApp.

AI Assistant

Click the AI Assistant tab on the right side of the screen (or the vertical "AI Assistant" tab anchored to the right viewport edge) to open the assistant panel. The panel fetches your live Shopify data, injects it into Claude's context, and lets you ask questions as if Claude has direct access to your store.

Example prompts:

Top 10 products by revenue this month Average order value by week for the last 8 weeks Customers who haven't ordered in 90 days Which products have the highest return rate? Revenue breakdown by product category New customers acquired last month vs the month before

The assistant renders answers as formatted markdown — tables, lists, and headings are all rendered as rich content in the chat bubble.

Saving Reports

After receiving an AI answer, click Save as Report in the assistant panel's bottom dock. TotalApp automatically titles the report using your question text (up to 80 characters) plus the current month and year — for example: "Top 10 products by revenue this month - May 2026". No title dialog is shown; the save is instant.

After saving, the button slot in the dock shows a green confirmation badge with the report title. Click the title to open the saved report in the full-screen viewer immediately.

Send a New Message to Reset the Save Button

The Save as Report button reflects the most recent AI response. As soon as you send a new message, the button resets so you can save the new response as a fresh report. Each saved report is independent — you can save as many as you like.

Report Library

All saved reports are listed in the main Ecommerce Reports screen below the Shopify connection panel. Each row shows the report title, source label ("Shopify Assistant"), and creation date. From a report row you can:

  • View — open the full markdown report in the full-screen viewer.
  • Edit — change the report title or edit the markdown body directly in the viewer.
  • Link to Project — associate the report with a PM project via the ... context menu. Linked reports appear alongside tasks and notes in the My Projects screen.
  • Delete — permanently remove the report (with inline confirmation: "Delete? Yes / No").

Data Freshness

Shopify data is fetched live at query time — there is no periodic sync schedule. Each time you ask a question in the AI assistant, TotalApp fetches the latest products, orders, and customers from your store. Click the Refresh button in the header to explicitly pull a fresh snapshot before opening the assistant if you want to ensure the most up-to-date data for a time-sensitive analysis.

Frequently Asked Questions

When is the abandoned cart email sent?
The first email is sent automatically 1 hour after a cart is abandoned. If the customer still hasn't completed the purchase, a second email with a discount coupon is sent after 24 hours, followed by a final "last chance" message after 72 hours.
How do I connect my Shopify store?
Go to Settings → Integrations → Shopify. Generate an API key and access token from your Shopify admin panel and paste them into the corresponding fields. Once the connection is verified, your product catalog syncs automatically.