A Monthly Shopify Survey Report Template for Agencies

A useful monthly Shopify survey report tells the client what buyers said, how many orders those answers represent, and what the team will do next. Keep the question, audience, reporting dates and comparison method visible so the same report can be repeated next month.

For an agency, the deliverable can be one page supported by a working spreadsheet. OrderSurvey provides the survey responses; your team prepares the interpretation and action plan. Start with one client and one business question, such as which recommendations new buyers remember or what helped them choose a product.

Agree on the report before launching the survey

Ask the client which decision the answers will inform and who can act on it. “Understand the discovery sources our new buyers remember” is a workable scope. “Prove every marketing channel's return” requires evidence a survey cannot supply on its own.

Write down the survey name, exact question, answer choices, audience and page placements. Confirm the client's permission for your team to configure the survey, access responses and prepare the report. Each client uses its own OrderSurvey installation; there is no shared agency dashboard.

Use the agency setup overview to plan the first launch. If the survey has no saved answers yet, make the first report a setup review: whether the survey is enabled, where it has been observed, and what still needs testing. Zero answers alone does not identify the cause.

Build a consistent monthly input

In the client's app, open Responses, select one survey and choose Export CSV. Export is included in Unlimited. For a calendar-month report, choose All Time and filter the exported Date column to the exact month in your spreadsheet. A rolling date shortcut will move with the day you download it.

Use the CSV export reference to check the two file layouts, date precision and Excel import settings before building the report. The steps here use the export from Responses.

Exported dates are in UTC. Choose a reporting time zone and convert consistently before applying the boundaries. Include the first instant of the month and exclude the first instant of the next month. Date records when an answer was submitted, not when its order was placed. A response on Order status can refer to an older purchase. If your client needs a purchase-month cohort instead, use the separate order-matching process in the channel-report guide.

Save an untouched export and a working copy. The CSV has one row per answered question, with Date, Order ID, Question, Answer, Other Text, Location, Tags and Customer Tag Status. For the headline result:

1. Filter to the single question being reported. Keep conditional follow-ups as supporting detail.
2. Keep order IDs as text. Resolve repeated IDs and conflicting answers before counting distinct answering orders. Investigate identical question wording within a survey; the CSV does not include question IDs to distinguish it.
3. Exclude known test submissions and record the count. Keep missing IDs or unresolved rows separate rather than silently merging them.
4. Retain answers such as “I don't remember” in the denominator. Report an optional follow-up against the orders that answered that follow-up.

The resulting count describes orders that answered this question, not unique customers, everyone who saw the survey or all orders in the store. The response export alone does not supply an eligible-order or survey-display denominator for a response rate.

For a preview of the file layout, watch the product walkthrough and inspect its illustrative CSV. For open-text themes, use the separate answer-categorization workflow.

Use this client report template

Download the free client-report workbook (.xlsx) to compare two periods, calculate answer shares and assign the next action. It contains clearly labeled illustrative figures and ten answer-choice rows. Enter counts you have already reviewed using the steps above; the workbook does not import CSV or resolve duplicate answers automatically. Its formulas flag missing counts and totals that do not reconcile, and withhold percentage-point comparisons when you mark the question or audience as changed.

Copy the fields below into your usual client document. Keep detailed order references in the working file; share the summary and only the supporting comments the client needs.

Lead with the finding in plain language. Then show the counts that support it. If there are too few answers to justify a useful comparison, say what you can inspect now: an unclear option, a repeated question in the comments, or a setup gap. Avoid filling the report with percentage changes from one or two answers.

Keep client reports separate even when they use the same template. Different products, audiences and questions can make a cross-client ranking misleading.

Worked example of a discovery report

All figures below are illustrative, not results from an OrderSurvey customer. Assume the agency has resolved duplicates and excluded known tests for one single-choice discovery question. The audience, wording, answer choices and placements are unchanged across two reporting periods.

A useful client summary would read:

Instagram was named by 12 of 30 answering orders this period, compared with 8 of 20 previously. Its share remains 40%. Four current respondents could not recall their source. We will review the Instagram follow-up detail to see whether buyers distinguish ads, creators and recommendations from friends before proposing a change to the survey.

The Instagram count increased by 50%, but its share of answering orders stayed the same. That is not evidence of a 50% improvement in Instagram performance. “Instagram” also does not identify paid versus organic activity.

The action can be specific: the agency's account lead reviews those follow-ups with the client at the next reporting meeting. If they agree to change the options, record the new wording and launch date. Pew Research Center's survey-design guidance explains why wording and question context matter when comparing periods. The questionnaire change-log guide provides a practical record to keep.

Carry the action into next month's report

Begin the next review with the previous action. Record whether it happened, what changed and what you can now observe. A copy change, campaign change and survey-option change made together cannot be separated by a simple before-and-after survey comparison.

Keep the reporting period and export date on every version. If you correct a duplicate, change a category rule or discover an excluded test answer later, update the affected report and note the revision. Preserve the original files so another team member can check the calculation.

Choose Unlimited for the work the client needs

Free includes unlimited surveys and up to 100 responses across the store per rolling 30 days. A merchant can collect and review those answers without paying for Unlimited.

Unlimited costs $24 USD per store per month and adds CSV export, unlimited responses, low-score NPS webhook alerts and priority support. An agency may need the export for recurring reports while the client's response count is still below 100. That is a reporting requirement, not a need to pay just to keep a small survey running. Review the plan details with the client before choosing.

Install OrderSurvey from the Shopify App Store, or book personal setup help with Dennis. With your client's approval, we can help choose the first question, set up the Thank you and Order status blocks, and verify that an answer is saved before your team starts the reporting routine.

Frequently asked questions