Sales report

You can see information about orders your customers have placed in your Sales reports based on criteria such as sales by month, by channel, or by staff. The Payments report shows you information about payments your customers have made, while the Sales report shows you information specific to orders placed. There could be differences between the values displayed on each report, for example if customers have placed orders but payment has not yet been captured.

Your Sales reports combine the metrics that were available in the Product Sales and Order Sales reports, as well as adding some new ones:

  • Average order value
  • Gift cards
  • Refunds
  • Net sales
  • Ordered quantity
  • Returned quantity
  • Net quanitity

Tip

If you are on a Shopify, Advanced Shopify, or Plus plan, then you can access reports about your sales from the Reports page in your Shopify admin.

Working with your sales reports

You can view your sales reports from your Reports page in your Shopify admin:

  1. From your Shopify admin, click Reports:

    Reports

  2. In the Sales section, click Show all:

    Sales section show all

  3. Click the sales report that you want to see:

    Sales reports

Sales report dimensions and metrics

You can use dimensions to create a package for your data. Dimensions set boundaries for the data you want to include in a report, such as month, hour, channel, etc. You can can add or remove dimensions while viewing a report by selecting them from the drop-down:

Report dimensions dropdown

You can add or remove metrics while viewing a report:

Report metrics dropdown

Tip

If you delete products, or POS locations, then they will still show in older reports.

Common Sales report terms

Each sales report features several common metrics:

Orders The number of orders that were placed on a given date. Canceled, pending, and unpaid orders are included. Test and deleted orders are not included.
Gross sales Equates to product price * quantity (before taxes, shipping, discounts, and returns) for a collection of sales. Canceled, pending, unpaid, are included. Test and deleted orders are not included.
Discounts
  • Equates to line item discount + order level discount share for a collection of sales.
  • The total dollar value reduction applied to a sale in the form of discounts on products, collections, or entire orders.
  • Discounts that are applied to an entire order are proportionally applied to the sales for the order.
  • All discounts are applied before taxes.
  • Discounts are created using discount codes, not the compare at price.
Returns The value of good returned by a customer.
Refunds The value of the tender given back to the customer in exchange for a returned products. Refunds are not counted as separate orders.
Net sales Equates to gross sales - discounts - returns.
Shipping Equates to shipping charges - shipping discounts - refunded shipping amounts
Tax The total amount of taxes based on the orders, including canceled orders but not test or deleted orders. If orders are partially or fully refunded, the net amount for those orders in the time period of the report are still included.
Total sales Total sales include taxes and shipping.

Sales reports default dimensions

Sales reports can be customized to show many combinations of filters, dimensions, and metrics. You can access several reports with useful dimensions, which are included by default, from the Reports page in the Shopify admin:

Sales by month

The Sales by month report shows the number of orders and the total sales that you've made each month:

Sales by month report

Each report includes several common terms. Make sure that you understand the additional terms used in the Sales by month report:

Dimension Definition
Month Month of the orders.

Sales by hour

The Sales by hour report shows you the number of orders and the total sales on a more granular level than the Sales by month report. It shows you a breakdown by hour during a day:

Sales by hour report

Make sure that you understand the terms used in the Sales by hour report:

Dimension Definition
Hour Hour of the orders.

Sales by channel

You can use the Sales by channel report to see the amount of sales coming in through the various channels you have available in your store (for example, online, POS, Facebook):

Sales by channel report

Make sure that you understand the terms used in the Sales by channel report:

Dimension Definition
Channel name The name of the sales channel that you have enabled in your store.

Sales by Point of Sale location

The Sales by Point of Sale location lets you see order sales based on where your POS terminal is located:

Sales by point of sale location report

Make sure that you understand the terms used in the Sales by Point of Sale location report:

Dimension Definition
Location The name of the location where your POS terminal is.

Sales by staff

The Sales by staff report shows you the sales made by individual staff member:

Sales by staff report

Make sure that you understand the terms used in the Sales by staff report:

Dimension Definition
Location name The name of the location where your POS terminal is.
Employee name The name of the individual staff member who processed the sale.
Refunds The value of the tender given back to the customer in exchange for a returned product. Refunds are not counted as separate orders. Refunds are attributed to the original staff member who created the order, not the person processing the refund.

Sales by staff (daily)

The Sales by staff (daily) report shows you the daily sales made by individual staff member:

Sales by staff daily report

Make sure that you understand the terms used in the Sales by staff (daily) report:

Dimension Definition
Location name The name of the location where your POS terminal is.
Employee name The name of the individual staff member who processed the sale.
Refunds The value of the tender given back to the customer in exchange for a returned products. Refunds are not counted as separate orders. Refunds are attributed to the original staff member who created the order, not the person processing the refund.

Sales by product

The Sales by product report shows the breakdown of gross sales of your top-selling products, but does not include shipping:

Sales by product report

Make sure that you understand the terms used in the Sales by product report.

Dimension Definition
Product vendor The vendor of your product, if you purchase it from a third party.
Product type The type of product you are selling. For example, hats, shirts, shoes, etc.
Product title The name for your product.
Net quantity The number of items sold, including refunded items.

Sales by product variant SKU

The Sales by product variant SKU report shows the breakdown of gross sales, but not the shipping cost, of your top-selling products on a more granular level than the Sales by product report:

Sales by product variant sku report

Make sure that you understand the terms used in the Sales by product variant SKU report.

Dimension Definition
Product title The name for your product.
Variant title The name of the product variant option.
Variant SKU The identification code of the product variant option.
Net quantity The number of items sold, including refunded items.

Sales by product vendor

The Sales by product vendor report shows your vendors, and the products provided by each vendor:

Sales by product vendor report

Make sure that you understand the terms used in the Sales by product vendor report:

Dimension Definition
Product vendor Name of the vendor providing a product. Click the name of a vendor to see the list of relevant products.
Net quantity The number of items provided by each vendor.

Sales by billing country

The Sales by billing country report shows you the country of the billing address for an order:

Sales by billing country report

Make sure that you understand the terms used in the Sales by billing country report:

Dimension Definition
Billing country Country of billing address.

Sales by marketing campaign

The Sales by marketing campaign report shows the sales attributed to your marketing campaigns.

Tip

The sales in your Sales by marketing campaign report might not equal those in your other sales reports because it includes only sales that can be attributed to a marketing campaign.

Sales by marketing campaign report

Make sure that you understand the terms used in the Sales by marketing campaign report:

Dimension Definition
Marketing campaign name Shows the name that you gave the campaign when you set it up.
Dimensions set by the marketing app used to make the campaign, if applicable.
Marketing campaign type Shows the format of the campaign. For example, if the campaign target is twitter, then the marketing campaign type will be either ad or post.

If you didn't use an app to set up the campaign, then this field will be blank.
Marketing campaign target Shows the target of the campaign. Some example values are email, facebook_messenger, and twitter.

If you didn't use an app to set up the campaign, then this field will be blank.

Sales by traffic referrer

The Sales by traffic referrer shows your sales based on the specific site that your customers are coming from.

Sales by traffic referrer report

Make sure that you understand the terms used in the Sales by traffic referrer report:

Dimension Definition
Traffic referrer source Indicates where the order originates. It can be either referral, direct, social or search engine.
Traffic referrer host The site of the referral, for example, google.com.

Sales by customer name

The Sales by customer name report shows you the breakdown of orders by customer over a period of time:

Sales by customer name report

Make sure that you understand the terms used in the Sales by customer report:

Dimension Definition
Customer name The name of the customer.
Customer email The customer's email address.

Understanding gift cards

Gift cards appear in a few places in your reports. There are specific conditions that affect where they get recorded.

When you issue a gift card from your Shopify admin:

  • it isn't included as a sale in any report, nor in the total sales number in the Home sidebar.

When you sell a gift card:

  • it isn't included in any sales reports, nor the total sales number in the Home sidebar
  • it is included in the Pending sales finance report
  • the amound paid for the gift card is included in the Payments finance report under the payment method that the customer used, such as Visa or Cash.

When a customer uses a gift card to purchase something from your store:

  • it is included in sales reports. The full value of the item is claimed as sales. For example, a $20 t-shirt with $5 of that purchase paid for by a gift card will show up as $20 in sales.
  • the amount paid by gift card is included in the Payments finance report as a gift card entry.

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