Getting Started with Shopify Reporting in ASK BOSCO®

Before you begin

To connect Shopify, you’ll need:

• Admin access to your Shopify store
• Permission to install apps
• Access to your email to complete setup

Step 1 – Find ASK BOSCO® in Shopify

Go to the Shopify App Store and search for ASK BOSCO®.

Once you’ve found the app, click Install to begin the setup process.

Step 2 – Install the app

During installation, Shopify will ask you to approve permissions (also known as scopes).

These permissions allow ASK BOSCO® to securely access your store data, such as:

• Orders and sales data
• Products and inventory
• Customer transactions

Click Install to continue.

Step 3 – Select a billing plan

You’ll be prompted to choose a billing plan after installation.

• A free trial may be available depending on your setup
• Billing details and plan structure may vary, so if you’re unsure, check with your account manager

Step 4 – Access the connectors page

After installing the app, you’ll receive a welcome email with a link to the ASK BOSCO® platform.

From here, you’ll be taken to the connectors page, where your Shopify connection will begin processing.

Step 5 – Add additional data sources (optional)

If you’d like to combine Shopify with other platforms (e.g. Google Ads, Meta, GA4, Klaviyo), you can submit a request via the connectors form.

Connecting additional sources allows you to:

• See full funnel performance
• Compare channels against revenue
• Build more advanced reports

Step 6 – Log in or create your account

You’ll be prompted to either:

• Log in to an existing ASK BOSCO® account
• Or create a new account

Once completed, you’ll be able to access your workspace.

Step 7 – Explore the welcome page

After logging in, you’ll land on the welcome page, which gives you an overview of:

• Your connected data sources
• Setup progress
• Next steps

This is your starting point before moving into reporting.

Step 8 – Data processing and connection

Once Shopify is connected, your data will begin to sync.

• For smaller stores, this may take a few hours
• For larger stores, it may take longer depending on data volume

You’ll receive an email notification once your data is ready.

Step 9 – Start analysing your data

Once your data is available, you can begin exploring it in the platform.

Reporting

Navigate to the Reporting tab to:

• View pre-built reports
• Analyse sales performance
• Filter by date, product, or channe

AI Analyst

Use AI Analyst to ask questions in natural language, such as:

• “What were my best performing products last month?”
• “Why did revenue drop this week?”
• “Top channels by revenue”

AI Analyst will generate charts, tables, or insights instantly.

Build custom reports

You can also create your own reports to:

• Track specific KPIs
• Analyse trends over time
• Drill into product or order-level data

Step 10 – Additional resources and support

To help you get the most out of ASK BOSCO®, you’ll have access to:

• Knowledge Hub articles
• Training guides and videos
• Support from the ASK BOSCO® team

If you need help at any stage, you can contact:

team@askbosco.io

What to expect next

Once set up, you’ll be able to:

• Monitor Shopify performance in real time
• Combine Shopify with other marketing data
• Use AI to quickly answer business questions
• Build reports tailored to your need

April 2026