Sales reports

You can use sales reports to see information about your customers' orders based on criteria such as sales by month, by channel, or by staff.

Note

The sales reports are available only if your store is on the Shopify plan or higher.

When you open a sales report, the data is up to date, give or take about 1 minute. You can reopen or refresh the report to show newer data. However, because of the way that the Sales by discount report is generated, it might not reflect all the activity on your store from the past 12 hours.

Sales and returns

Sales reports track the value of products moving between you and your customers as you make sales and process returns.

A sale is made when a customer places an order. The reports include every line item and shipping charge (if applicable) in an order as a separate sale item.

A return is where goods pass from the customer back to you after the customer has bought the goods but decided not to keep them. A return is different from a refund because a return deals with the value of goods, whereas a refund deals with the value of tender that you will issue the customer when you process a return.

Sales appear in your sales reports as a positive value for the day that they were made, and returns appear as a negative value for the day that they were processed. The sales reports include sales and returns from open, archived, canceled, pending, and unpaid draft orders.

Canceled orders

When you cancel an order, it appears as a sale for the day that it was placed and a return for the day that it was canceled, so your sales numbers are zero for that order overall.

Deleted orders and test orders

The only orders that aren't included in sales reports are deleted orders, and test orders that were placed while Shopify Payments was in test mode.

Sales versus payments

Sales reports don't track money moving between you and your customers. When a sale is made, the reports show the value of goods included in the sale, not the amount of money that you've received. Depending on how you've set up your payment methods, you might not receive the actual payment until a later date.

Similarly, when you process a return, the reports show the value of goods that you're receiving, not the amount of money that you're issuing to the customer.

Note

If you want to track transactions for payments and refunds, then you can use the payments finance reports.

Chargebacks are not included in the sales reports.

View your sales reports

To view your sales reports:

  1. In the Sales section, click Show all:

    Sales section show all

  2. Click the sales report that you want to see.

Common sales report terms

The sales reports use the following common terms:

Orders The number of orders that were placed on a given date.
Gross sales Equates to product price x quantity (before taxes, shipping, discounts, and returns) for a collection of sales. Canceled, pending, and unpaid orders 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 goods returned by a customer.
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.
Total sales Equates to gross sales - discounts - returns + taxes + shipping charges.

Total sales will be a positive number for a sale on the date that an order was placed, and a negative number for a return on the date that an order was returned.

Canceled, pending, and unpaid orders are included in the reports. Test and deleted orders are not included.

Tip

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

Changes to product details

The reports capture the details of an order at the time of the sale. If you change any product details, such as renaming a product or adding a product to a different product type category, then both the original product details and the changed details might appear in a report.

As a result, sometimes you might have a report that seems to list a product or order more than once, or a report that leaves out certain sales. Usually, this happens because a product detail was changed between orders and the report covers a time period that includes orders before and after the change.

Example: On June 1, you sell a product that has the title Coffee mug with logo. The next day, you change its title to Coffee mug - with logo, and then make another sale on June 7. When you open a sales report that includes the date range of June 1 to June 7, the coffee mug orders appear on 2 lines of the report because the product titles were different on the two sale dates.

Example: You sell various types of jewelry on your online store. Last year, you sold a variety of gold rings and silver rings, but none were identified with a Product type. This year, you add some product type values (Gold and Silver) to organize your ring collections. If you view a report that covers the time period both before and after you created the product type values, and that is filtered to include only rings of one of your specific product types, such as Gold, then the report won't include orders of gold rings from last year. They're left out of the report because they didn't belong to the product type category at the time of the sale.

Detailed sales reports

If your store is on the Shopify plan or higher, then you have access to the following sales reports:

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

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

Month The month that the orders were placed.

Sales by day

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

Sales by day report

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

Day The day that the orders were placed.

Sales by product

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

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

Sales by product report

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

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 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 shown as a dash (—). This occurs if the descriptions didn't exist at the time of the order.

Similarly, if any of these descriptions are changed between orders, then the report might show multiple rows for the same product because the identifying information is not exactly the same. The reports always show the original values from the time of the order.

Sales by hour

The Sales by hour report shows a breakdown of sales by hour during a day:

Sales by hour report

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

Hour The hour that the orders were placed.

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

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

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 Equates to number of sold items - number of returned 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

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

Product vendor The name of the vendor providing a product. Click the name of a vendor to see the list of relevant products.
Net quantity Equates to number of sold items - number of returned items.

Sales by Point of Sale location

The Sales by Point of Sale location report shows order sales based on where your POS terminal is located:

Sales by point of sale location report

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

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

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

Location name The name of the location where your POS terminal is.
Staff name The name of the individual staff member who processed the sale.

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

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

Day The day that the orders were placed.
Location name The name of the location where your POS terminal is.
Staff name The name of the individual staff member who processed the sale.

Sales by discount

The Sales by discount report shows your sales grouped by discount code. This report helps you see how often your discount codes are used and can help you determine which discounts are converting into the most sales.

This report gathers and includes information for sales that you made after May 1, 2017, 12:00am UTC, regardless of your store’s time zone.

Sales by discount

Because of the way that the Sales by discount report is generated, it might not reflect all the activity on your store from the past 12 hours.

The following terms are used in this report:

Discount code The code that was used to receive the discount. Discounts are shown only for sales that you made after May 1, 2017, 12:00am UTC, regardless of your store’s timezone.
Orders The number of orders to which the discount was applied.
Script discounts The value of product discounts that are the result of a script that is run by the Script Editor app.

This column is shown only if you use Shopify Plus. Script discount amounts are reported for an order only if a discount code was also used on the order.
Shipping The shipping amount, not including shipping discounts.
Shipping script discounts The value of shipping discounts that are the result of a script that is run by the Script Editor app.

This column is shown only if you use Shopify Plus. Shipping script discount amounts are reported for an order only if a discount code was also used on the order.
Shipping discounts The value of the shipping discount.

The discounts, not including script discounts, are based on the discount codes that you create on the Create discount code page. For more information about creating your discounts, see Creating discount codes.

The sales amounts in this report include the total order values, not just the discounted items in an order.

For example, a customer purchases a t-shirt for $20 and a hat for $10 in a single order. The customer uses a discount code that takes $5 off the price of the t-shirt only. Gross sales for that order is reported as $30 and net sales is reported as $25.

Sales by traffic referrer

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

Sales by traffic referrer report

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

Traffic referrer source

Indicates how the customer who placed an order reached your online store. Possible values are:

  • Direct: The customer entered your store's URL into their browser.
  • Search: The customer clicked your store from a search engine's results page.
  • Email: The customer clicked a link to your store in an email.
  • Social: The customer clicked a link on social media.
  • Unknown: The referrer source doesn't fit into one of the above cases.
Traffic referrer host

The site of the referral, for example www.google.com where the referrer source is Search, and outlook.live.com where the referrer source is Email.

For Direct sources, if the referrer can't be determined, the host is shown as a dash. This can occur for many reasons, such as the following situations:

  • A link is clicked from email (depending on the product), a mobile app, an instant message, or a bookmark.
  • The user’s web browser has Do Not Track enabled.
  • The referrer data is blocked by a proxy or firewall.
  • A shortened URL was used as the link.

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

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

Billing country Country of billing address.

Sales by channel

You can use the Sales by channel report to see the amount of sales for your various sales channels:

Sales by channel report

The sales reports use several common terms. In this report, the Sales channel name shows the name of the channel or app that the customer used to place their order, such as Online Store or Buy Button. For sales that originated as draft orders, the report shows Draft Orders. If an app that has no name was used, then the report shows Other.

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

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

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

Customize your sales reports

Use the filtering and editing features to customize your sales reports.

Most of the metrics are the same as the common terms that are used in the sales reports. You can add other columns to a report, such as the following columns:

Average order value

The total sales divided by the number of orders.

Returns are not included in the calculation. You can filter out returns by setting a filter of Sale kind is order.

Ordered quantity Ordered quantity = Net quantity + Returned quantity
Returned quantity

The number of items returned.

Example: Returns for the last 30 days

Suppose you want to see all of your returns for the last 30 days organized by product. You can filter the Sales by product report, and remove some columns that you don't want to see.

The resulting report will show each returned product's title, the returned quantity, the value of the returns, the total tax applied to the returned products, and the total sales number. Since the report deals only with returns, the total sales number for each product will be negative.

To customize the Sales by product report:

  1. In the Sales section, click Sales by product.
  2. For the date range, select Last 30 days.
  3. Click Manage filters.
  4. Click Add filter.
  5. Select a filter of Sale kind from the list, and then select return.
  6. To show fewer columns, click Edit columns and then deselect Product vendor and Product type, Net sales, and Discounts.

The condensed report now shows the value of your returns by product for the last 30 days.

Gift card amounts in the reports

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 Gift Cards finance report
  • the amount 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.

Gift card amounts in custom reports

You can create a custom report that shows gift card gross sales, gift cards sold, and gift card discounts:

  • Gift card gross sales refers to the actual value of gift cards you sold. This represents your outstanding liability.
  • Gift cards sold refers to the amount that you sold the gift cards for, which could be less than their actual value.
  • The difference is the gift card discounts amount.

Example: You sell a $50 gift card for $40. The gift card gross sales amount is $50. The gift card sold amount is $40. The gift card discounts amount is $10.

Gift card sales amounts are not included in other sales reports.

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