Sales Over Time 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.
5 from 1,800+ merchants
2,000+ data fields
Trusted by 40,000+ Shopify stores
Updated June 2026
Why this report matters
A single period’s total tells you what happened; the trend tells you what’s happening. Seasonality, momentum, the dip after a promo ends — none of it shows in a snapshot, all of it shows in a time series.
Shopify has a Sales over time report, but it’s gated on lower plans, can’t be scheduled, and caps historical data at about 13 months. For year-over-year planning, that cap is exactly the data you need and can’t reach.
Plotting revenue, orders, and AOV by day, week, or month — with channel and payment context — turns raw sales into a planning input. Keeping more than 13 months of history is what makes a real year-over-year and seasonality read possible.
What’s included
Time grain
Period (day / week / month)
The time bucket the row represents — your chosen grain.
Heads up: Match the grain to the question: daily for campaign reaction, monthly for seasonality. Too fine a grain hides the trend in noise.
Core metrics
Orders
Order count in the period — the demand line.
Gross & net sales
Revenue before and after discounts and returns, per period.
Formula: Net sales = Gross − Discounts − Returns
Average order value
How basket size moves over time, independent of volume.
Formula: AOV = Net sales ÷ Orders
Units
Items sold per period, for a volume read alongside revenue.
Context splits
By sales channel
The trend split across Online Store, POS, and connected channels.
Example: POS climbs every December while online holds — a seasonality pattern worth staffing for.
By payment method
How tender mix (card, PayPal, gift card, etc.) shifts over time.
Heads up: Payment-method detail depends on your gateways and connected apps being reported through Report Pundit.
Who uses this report
Owner
Finance / planning
Marketing
Ops
How to read the report
- Pick the grain for the question. Daily reveals campaign reaction; monthly reveals seasonality. The wrong grain either buries the signal or invents one.
- Read AOV and volume as separate lines. Revenue can rise on bigger baskets or more orders — the levers differ, so watch them apart.
- Compare like periods. Hold the window steady (this Dec vs last Dec) so seasonality doesn’t masquerade as growth or decline.
- Mind the post-promo dip. A spike usually borrows from the following weeks; judge a campaign on the net over the whole window.
How to build the report in Report Pundit
- Open Report Pundit in your Shopify admin and choose Create Report (or the pre-built “Sales Over Time” template).
- Set the data source to Sales / Orders.
- Group by your chosen time grain — day, week, or month.
- Add columns: Orders, Units, Gross sales, Discounts, Returns, Net sales.
- Add a calculated AOV column (net sales ÷ orders).
- Add a secondary grouping by Sales channel or Payment method for the context split.
- Set a date range that goes beyond 13 months if you need year-over-year history.
- Run, eyeball the trend for any gaps, and Save.
- Schedule a weekly or monthly send to leadership, or export to Google Sheets to chart the series.
Sample report

Customization & filters
- Switch the grain between day, week, month, quarter, or year.
- Overlay a prior-year series for year-over-year.
- Split by channel, payment method, location, or product type.
- Add a moving-average or growth-% calculated column.
- Extend the window past 13 months for long-range history.
Automate & export
- Schedules — hourly, daily, weekly, monthly, or custom cron
- Delivery formats — Excel, CSV, PDF, or push to Google Sheets in real time
- Group by month or week — trends instead of a static snapshot
- Destinations — email (multiple recipients), Google Sheets, Google Drive, FTP/SFTP, Looker Studio, BigQuery
- Conditional alerts — get notified only if a channel's net sales drop more than X% week-over-week
Report Pundit vs Shopify's native Sales by Channel report
Frequently Asked Questions
Yes. Shopify’s native reporting caps historical data at about 13 months; Report Pundit can report beyond that, which is what makes a real year-over-year and seasonality view possible.
Day, week, month, quarter, or year. Match the grain to the question — daily for campaign reaction, monthly for seasonality.
Yes — overlay a prior-year series for the same periods. Native year-over-year is gated to higher Shopify plans; Report Pundit does it on any plan.
Benefits

Track Sales Trends

Streamline Tax Filing

Complete Transaction Analysis
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