Finance Summary

Report for Shopify

Leverage historical data with the Sales Over Time Report. This report covers costs, order details, sales channels, and payment methods, helping you track trends, manage sales tax returns, and assess the effectiveness of each sales channel.

This report displays the breakdown of your sales by customer currency used at the checkout with the total sales value also being displayed in your local currency.

The Sales by Product report offers details about each product’s sales performance over a given time frame. It provides valuable insights into which of your products are and aren’t selling well. These insights will enable you to make informed decisions about inventory management and marketing and improve your business.

The Sales by Channel report displays sales data based on the source of each sale. It's a valuable report offering insights into multichannel Shopify selling.

Sales by Discount Code report in Report Pundit provides a detailed analysis of sales generated through specific discount codes over a defined period.

Report Pundit’s Refund Report records the details of money returned by a Shopify merchant to unsatisfied customers when they return the product/service. These reports help the merchant keep track of the refunds issued, monitor customer satisfaction and have a proper record of financial transactions for filing taxes.

A detailed report built to include order tags and line items added to each placed order, along with essential sales and product details for thorough analysis and processing.

The report provides detailed sales figures and net product counts, accounting for refunds, at each POS location, offering a clear view of actual sales performance and inventory movement.

Use the Last 24 Hours Orders report to stay updated on all orders placed within the past day. It provides critical insights into sales trends, customer transactions, and order statuses, allowing you to monitor your store's recent activity and make informed business decisions.

A report interpreting monthly returns by comparing the total sales value with the sales value of returned orders, including percentage calculations for both return orders and return value.

A report designed for quick analysis of sales attributed to each staff member across all POS locations, with details from gross sales to net sales calculations.

The full-detail sales export — every line with channel, payment, tax, cost, and margin — built for deep analysis and your data warehouse.

The Sales by Customer Report provides Shopify merchants with valuable insights into customer purchasing behavior. This report breaks down sales by individual customers, highlighting the most valuable and active customers.

Your true day-of-week rhythm — which days and hours actually sell — so you staff, schedule ads, and send emails when buyers are buying.

Gain detailed insights into each product variant's performance with the Sales by Variant Report. Beyond basic sales data, it shows how each variant impacts your store's success. Use it to fine-tune inventory management and identify popular options, helping you make strategic decisions to boost your bottom line.

The Sales by Vendor report analyzes how each vendor's products contribute to your store's success. By examining sales, purchase costs, and profitability, this report provides insights to make strategic decisions, maximize profits, and optimize inventory management based on vendor performance.

This report provides insights into finalized draft orders, displaying detailed information on converted orders, including product details, pricing, and customer data for analysis.

A report that provides a comprehensive overview of sales performance over the past 30 days, including total revenue, order count, average order value, and product-specific sales trends for detailed analysis.

The report displays sales data segmented by device type, such as mobile, desktop, or tablet, allowing merchants to analyze performance based on customer device usage.

The Sales by Collections report provides a detailed view of your product sales, inventory costs, and profitability by collection, helping you see which collections drive revenue and how they resonate with your audience, allowing you to tailor your product strategies accordingly.

The Commission Report is the key to rewarding store staff and affiliates for sales they generate. It provides an overview of their sales performance along with calculated commissions share.

Data reported to analyze sales based on order fulfillment locations for any specified date range, including product quantity sold and corresponding sales value.

The Sales by Billing Location report in Shopify provides a detailed breakdown of sales based on the billing addresses of your customers. This report categorizes sales data of your customer base by country, region, or city.