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Shopify Finances summary

This report provides a detailed breakdown of orders by date, including key financial metrics. It shows Gross and Net Sales with Gift Card sales excluded, and highlights the total amount of Gift Card sales separately. Additionally, it includes total tax, payout fees, and a breakdown of payments by gateway, such as Shopify Payments and Cash. Additional columns for each gateway can be created.

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Orders Sales Gift Cards Payout Transactions Gateway
  • Comprehensive Financial Overview: Get a clear picture of your store’s performance with gross/net sales, taxes, and payout fees in one report
  • Transparent Gift Card Tracking: Separate Gift Card sales from regular sales to better understand true cash flow and liabilities
  • Payment Gateway Insights: Analyze how customers pay across gateways like Shopify Payments and Cash, with options to add gateway-specific columns