PayPal Summary Report
PayPal Summary Report gives you a high-level view of gross sales, fees, refunds or disputes, net revenue, and payouts. Shopify merchants mainly use it for monthly reconciliation and payout validation.
PayPal Summary Report gives you a high-level view of gross sales, fees, refunds or disputes, net revenue, and payouts. Shopify merchants mainly use it for monthly reconciliation and payout validation.
This is the faster report to use when you want to answer one core question: Do my PayPal totals and payouts look right for this period?
What this report shows
- Gross sales
- PayPal fees
- Refunds
- Disputes or chargeback-related amounts
- Net revenue
- Payout totals
Why merchants use this report
Merchants use this report to review PayPal performance without digging through individual orders. It helps with month-end checks, finance reviews, and payout validation.
If your store uses a paypal wallet within shopify payments, Report Pundit can list those transactions and it can be filtered via payment method.
How to create this report
- Open Report Pundit
- Go to integration, click Paypal Integration & contact us
- After successful integration
- Go to the Report Library
- Search for PayPal Summary Report
- Open the report
- Export or schedule it as needed
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