You can now add notes to time-series reports, such as campaign launches, creator mentions, or supplier changes. Months later, you'll still see right away why sales moved.
Why sales spiked was scattered across people's memories, spreadsheets, and team threads, so you had to dig it up and piece it together later.
You can attach notes to a specific day or date range on the relevant time-series report, so the reason stays right where the change shows up.
Record the day an initiative started.
The day you were featured by an influencer or similar.
Connect supply-side changes to movements in sales.
Record sale or discount periods as a date range.
Record when you revised a business process so you can check how the numbers changed afterward.
Notes that staff add themselves. The creator is shown.
Context from apps also appears in the same place. The article doesn't detail which apps integrate or how.
Context from Shopify also appears. The article doesn't specify which events are added automatically.
| Item | Before | Annotations |
|---|---|---|
| Where the "why" lives | Scattered Memory, spreadsheets, team threads | Centralized Right next to the report data |
| Looking back months later | Piecing the story together from scratch | Open the report and see the reason right away |
| Team sharing | What you can see depends on the person or tool | Shared with staff who have Reports permission |
| Types of context | Only what people left behind | Team + apps + Shopify |
| Time units you can record | — | A specific day or a date range |
Annotations are shared with all staff who have Reports permission.
Not every report supports them, only supported time-series reports. The list of supported reports isn't given.
Annotations are tied to a date or a date range. Whether they work on reports without a time axis isn't specified.
The article only covers using the panel in the admin. If you want to add annotations automatically from an external system, check the documentation separately.
Context from installed apps appears here too, so stores with many apps shouldplan on using filters. How apps implement this isn't specified.
No annotation-specific permission setting is mentioned. Assume every staff member with Reports permission can see them, and setrules for what can be written (e.g., confidential information)upfront.
You can use the auto-detected categories or choose your own. To keep search and filters useful, agree as a team onwhen to use each type, and it will pay off when you look back later.