Managed Reports

Who can use Reports

Ready-made report templates are available on every plan. Higher plans unlock longer history, more report slots, more sync frequencies, and custom reports.

• Free — gallery templates, 30 days of history, daily sync, 1 ready-made report.
• Starter — gallery templates, 30 days of history, daily sync, up to 2 ready-made reports.
• Pro — up to 90 days of history, daily/weekly/monthly/manual sync, up to 5 ready-made reports. You can choose the report timeframe at setup.
• Scale — up to 365 days of history, daily/weekly/monthly/manual sync, up to 10 ready-made reports.
• Growth — up to 365 days of history, hourly sync in addition to the Scale frequencies, up to 20 ready-made reports, plus fully custom reports (your own tables and columns).

See also pricing. Open Reports in the app navigation to use the gallery.

How Reports differ from exporters

• Exporters send data to destinations you own, such as Google Sheets, BigQuery, or Excel.
• Reports sync into SyncRange-managed storage and show dashboards and tables in the Reports area of the app.

You still connect the same apps (Shopify, Meta, Google Ads, and so on). Reports reuse those connections; they do not replace exporters if you also need a spreadsheet or warehouse you control.

Ready-made report gallery

From Reports, open the gallery and create a template for each store or ad account mix you need. You can create the same template more than once (for example, one Sales overview per Shopify store), up to your plan’s ready-made report slot limit.

Current ready-made templates include:

• Sales overview — Shopify, Amazon Seller, Etsy, Faire, or BigCommerce (separate templates per source).
• Multi-store sales — roll up net sales across multiple store accounts.
• Stores vs ads — store sales vs paid spend with blended ROAS, MER, and sales after ads.
• Gross profit — Shopify net sales minus product cost (COGS), with optional CSV or flat margin.
• Paid media overview — spend, clicks, CTR, and CPC across Google, Meta, TikTok, and Bing.
• Multi-account campaigns — several ad accounts (including multiple from the same provider) with campaign picks per account.
• Campaign performance — Google Ads or Meta Ads campaign tables.
• Ad ROAS — platform ROAS and CPA from Google and Meta conversion value.

Marketing pages for each template: browse report types.

Create a ready-made report

1. Connect your sources under Apps if you have not already.
2. Open Reports, then choose a template from the gallery (Set up).
3. Pick the account (or accounts). Multi-store and multi-account ads templates let you select several accounts. On ad accounts, you can optionally filter to specific campaigns (leave unchecked for all).
4. Name the report. On Pro and above, choose a report timeframe (how many days of history to sync). Free and Starter always sync the last 30 days.
5. For Gross profit, you can optionally set a flat margin % fallback when Shopify cost is missing (you can also refine costs later with a CSV upload).
6. Create the report. SyncRange queues the first sync using your plan’s default sync frequency (usually daily). When data lands, open the report for KPIs, trends, and tables.

Dashboard dates and group by

On a ready-made report dashboard you can:

• From / To — filter the date range (clamped to the report’s history window and your plan’s history limit).
• Group by — Daily, Weekly, Fortnightly, or Monthly for trend charts. Storage stays daily; the chart rolls up for the view you choose. Changing Group by updates the dashboard immediately.

KPI cards summarize the selected range and compare to the prior period of the same length.

Where the data lives

SyncRange manages storage behind Reports for you. Ready-made reports use the platform data location; you do not need to create a BigQuery project or pick a destination sheet. Custom reports let you choose a data location at create time (it cannot be changed later). When you delete a report (or your account), that synced report data is removed with it. For privacy details, see our Privacy Policy and Security pages.

How report accounts count on your plan

Each account you add to a report counts as one exporter toward your plan’s exporter limit. That is the same limit used by Sheets exports, Data Blends, Looker Studio connectors, and AI tool connections.

• One Shopify store on a report = 1 exporter slot.
• Shopify and Meta on the same report = 2 exporter slots.
• The same account on two different reports = 2 exporter slots.
• An export to Sheets for an account plus that same account on a report = 2 exporter slots.

Removing an account from a report (or deleting the report) frees those slots. If you are at your limit, free a slot or upgrade before adding more accounts.

Available sources

Connect the app first under Apps, then use that account when you create a report. Ready-made gallery templates use the sales, profit, and paid media sources listed in the gallery. Custom reports (Growth) can use a wider set of connected sources and tables, including:

Custom reports (Growth)

On Growth (or when an admin has granted access) you can create a custom report: pick your own accounts, tables, and columns, then sync on a schedule. Flow:

1. Open Reports → Create custom report.
2. Enter a name, history days (up to your plan cap), data location (cannot be changed later), and sync schedule.
3. Add connected accounts. Each account uses an exporter slot. For ad sources you can pick campaigns when adding the account.
4. On Data & campaigns, choose tables and columns per account, and update campaign filters if needed.
5. Save to start the first sync (backfill).

Manage accounts and data

• Manage accounts — available on custom reports only. Add or remove connected accounts after create. Adding uses another exporter slot; removing frees a slot. Ready-made template reports keep the accounts you chose at setup.
• Data & campaigns — available on custom reports only. Change which tables and columns sync, and update campaign filters for ad sources.

Report settings

From the report page, open Settings (team admins) to update:

• Name — how the report appears in your list
• Report timeframe — history window for sync (Pro and above; Free and Starter stay at 30 days). Widening the window queues a fresh sync for the new range.
• Sync frequency — options depend on your plan (Free/Starter: daily; Pro/Scale: daily, weekly, monthly, manual; Growth: also hourly)
• Gross profit — flat margin % fallback, and upload a cost CSV (sku or variant_id + unit_cost), when using the Gross profit template

Use Sync now for a manual refresh when sync is allowed on your plan. You can also delete a report from Settings; that removes the report and its SyncRange-managed data, and frees the exporter slots for accounts that were on it.

Viewing synced data

Open a ready-made report for the dashboard (KPIs, trends, breakdowns). Use date and group-by filters as needed. Tables stay available in the report for deeper digs; select a table for pagination and sorting. Sync status updates while a run is in progress.

Tips

• Connect sources under Apps before creating a report.
• Use one ready-made report per store or account mix when you want separate dashboards.
• Widen history in settings only when you need older data (Pro+); that starts a new sync for the larger window.
• Watch exporter usage on the Exporters page. Report accounts share that limit with your other connections.
• Custom report create and sync require Growth (or an admin grant). Ready-made templates follow your plan’s slot, history, and sync limits.