Retail sales reports

You can use the Retail Sales reports to review information about your customers' point of sale orders based on criteria such as product, SKU, or staff.

The reports include only sales that were made at a POS location. Other sales are excluded from the reports.

Note

The Retail Sales reports are available only if you sell in person.

When you open a retail sales report, the data is up to date, give or take about 1 minute. You can reopen or refresh the report to display newer data.

View your retail sales reports

For information about the terms that are used in the retail sales reports, see Sales reports.

You can filter your Reports list to display only Retail Sales reports.

Steps:

Desktop

1. From your Shopify admin, go to Analytics > Reports.

2. Click the Category filter.

3. Click Retail Sales to filter the reports to display only Retail Sales reports.

iPhone

1. From the Shopify app, tap the … button, and then tap Analytics.
2. Tap Reports.
3. Tap the filter icon, and then tap Category.
4. Tap Retail Sales to filter the reports to display only Retail Sales reports.
5. Tap < Filter by and then X to navigate back to the filtered Reports list.

Android

1. From the Shopify app, tap the ☰ button, and then tap Analytics.
2. Tap Reports.
3. Tap the filter icon, and then tap Category.
4. Tap Retail Sales to filter the reports to display only Retail Sales reports.
5. Tap ← and then X to navigate back to the filtered Reports list.

POS total sales by product

The POS total sales by product report displays the breakdown of total sales of your products, but does not include shipping.

Shipping isn't included because an order can consist of several products, but has a single shipping charge. For reporting purposes, the shipping charge can't be apportioned between the products in the order.

Because shipping amounts are filtered out, the tax that is displayed in this report does not include taxes on shipping.

The sales reports use several common terms. This report uses the following additional terms:

Additional terms for the retail sales by product report

Term	Definition
Product type	The type of product you're selling. For example, hats, shirts, or shoes.
Product title	The name for your product.
Net quantity	Equates to number of sold items - number of returned items.

Sometimes the data in the product fields, such as Product type or Product title, is represented as a dash (—). This occurs if the data didn't exist at the time of the order.

Similarly, if any of this data is changed between orders, then the report might include multiple rows for the same product because the identifying information isn't exactly the same. The reports always display the original values from the time of the order.

POS total sales by product variant

The POS total sales by product variant report displays the breakdown of gross sales, but not the shipping cost, of your top-selling products on a more granular level than the POS total sales by product report.

Shipping isn't included because an order can consist of several products, but has a single shipping charge. For reporting purposes, the shipping charge can't be apportioned between the products in the order.

The sales reports use several common terms. This report uses the following additional terms:

Additional terms for retail sales by product variant SKU report

Term	Definition
Product title	The name for your product.
Variant title	The name of the product variant.
Variant SKU	The identification code of the product variant.
Net quantity	Equates to number of sold items - number of returned items.

POS total sales by vendor

The POS total sales by vendor report displays your vendors, and the products provided by each vendor, grouped by point of sale location.

The sales reports use several common terms. This report uses the following additional terms:

Additional terms for the retail sales by product vendor report

Term	Definition
Product vendor	The name of the vendor providing a product. Click the name of a vendor to display the list of products that the vendor supplies.
Net quantity	Equates to number of sold items - number of returned items.

POS total sales by product type

The POS total sales by product type report shows your retail sales by product type, grouped by point of sale location.

Total sales by POS location

The Total sales by POS location report shows the total sales for each point of sale location.

The sales reports use several common terms. This report uses the following additional terms:

Additional terms for the retail sales by product type report

Term	Definition
Product type	The type of product you are selling. For example, hats, shirts, or shoes.
Net quantity	Equates to number of sold items - number of returned items.
POS location name	The name of the point of sale location where the sale was made.

POS total sales by staff member

The POS total sales by staff member report shows you the sales made by each staff.

The sales reports use several common terms. This report uses the following additional terms:

Additional terms for the retail sales by staff at register report

Term	Definition
Staff name	The name of the staff who processed the sale.
POS location name	The name of the point of sale location where the sale was made.
Percent of sales with staff help	The percentage of sales that had at least one staff assigned to line items.

POS staff daily sales total

The POS staff daily sales total report shows you the daily sales made by each staff.

The sales reports use several common terms. This report uses the following additional terms:

Additional terms for the retail sales by staff at register daily report

Term	Definition
Day	The day that the orders were placed.
Staff name	The name of the staff who processed the sale.
POS location name	The name of the point of sale location where the sale was made.
Percent of sales with staff help	The percentage of sales that had at least one staff assigned to line items.

POS staff sales total

The POS staff sales total report shows your sales by staff who were attributed to line items at checkout.

The sales reports use several common terms. This report uses the following additional terms:

Definition of retail sales by staff attributed to sale terms

Term	Definition
Staff attributed to sale	The name of the staff who had a line item assigned to them.
POS location name	The name of the point of sale location where the sale was made.

Custom sale items in reports

Shopify POS offers you the option of adding a custom sale item to allow you to add any additional price to an in-person sale, such as a custom surcharge or to sell an item that isn't in your usual product catalog.

However, because of the limited information that's stored about the custom sale item, these sales don't display the same way as a regular product sale does in a report.

Unlike regular products, a custom sale item's Product title, Product vendor, and Product type values are all None. If you choose to assign a title to the custom sale item before adding it to the cart, then the title is the Product title at time of sale value. If you choose not to assign a title to the custom sale item, then the Product title at time of sale value defaults to Custom sale.

You can use these values to help you customize your reports to include and display the custom sale item information the way that you want them to display. Learn more about customizing your reports.

Example: Customize the POS total sales by product report to include custom sale items

By default, the POS total sales by product report uses the filter Product title is not None, meaning custom sale items are excluded from the sales report. You can customize your sales report to include the custom sale items by removing that filter, and adjusting the dimensions to clearly separate the custom sale items by their title.

Steps:

1. From your Shopify admin, go to Analytics > Reports.

2. Click the POS total sales by product report.

3. In the configuration panel's Filters menu, click the trashbin icon next to the Product title is not None filter to remove it. This adds 1 row in the data table for all of the custom sale item sales, totalled together, because they have a Product title of None.

4. To split the custom sale items by their titles, in the configuration panel's Dimensions menu, do the following actions:

   1. Click ⊕.
   2. Search for the Product title at time of sale dimension, and then select it.
   3. Click Apply.

5. Optional: Click Save as to save your custom report.

Your custom sale items now display with the Product title of None, and are split up by their different titles using the Product title at time of sale dimension.

Example: Customize the POS total sales by product report to display only custom sale item sales

By default, the POS total sales by product report uses the filter Product title is not None, meaning custom sale items are excluded from the sales report. You can customize your sales report to display only the custom sale items by changing that filter, and adjusting the dimensions to clearly separate the custom sale items by their title.

Steps:

1. From your Shopify admin, go to Analytics > Reports.

2. Click the POS total sales by product report.

3. In the configuration panel's Filters menu, change the Product title is not None filter:

   1. Click the is not value, and change it to is.
   2. Click Select value and then select None.
   3. Click Apply.

4. To split the custom sale items by their titles, in the configuration panel's Dimensions menu, do the following actions:

   1. Click ⊕.
   2. Search for the Product title at time of sale dimension, and then select it.
   3. Click Apply.

5. Optional: Customize the display order of your dimensions in the configuration panel's Dimensions menu:

   • To remove redundant dimensions, click the trashbin icon next to the Product title, Product vendor, and Product type dimensions.
   • To set Product title at time of sale as the primary dimension, click the ⠿ icon on the dimension and drag it to the top of the Dimensions list.

6. Click Save as to save your custom report.