Sales reports

You can use sales reports to see information about your customers' orders based on criteria such as sales over time, by product, or by channel. For point of sale reports, seeRetail sales reports。

当你阿pen 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, it can take 12-72 hours before sales are reflected in theSales by discountreport.

Sales and returns

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

Asaleis 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.

Areturnis 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, but a refund deals with the value of tender that you 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, and pending orders, as well as draft orders that have been converted into orders. The sales reports do not include sales and returns from deleted or test 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

Deleted ordersand test orders that were placed while Shopify Payments was intest modearen't included in the sales reports.

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.

Chargebacks are not included in the sales reports.

View your sales reports

Steps:

1. ClickCategories。
2. ClickSalesto filter the reports to show only sales reports.

Common sales report terms

的sales reports use the following common terms:

Canceled, pending, and unpaid orders are included in the reports. Test and deleted orders arenotincluded.

Changes to product details

的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 titleCoffee mug with logo。的next day, you change its title toCoffee mug - with logo6月7日,然后让另一个销售。当你阿pen 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 aProduct type。今年,你添加一些产品类型值(GoldandSilver) 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 asGold, 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 theShopify planor higher, then you have access to the following sales reports:

• Sales over time
• Sales by product
• Sales by product variant SKU
• Sales by product vendor
• Sales by discount
• Sales by traffic referrer
• Sales by billing location
• Sales by checkout currency
• Sales by channel
• Sales by customer name
• Average order value over time

Sales over time

的Sales over timereport shows the number of orders and the total sales that you've made over time.

You can select a unit of time in theGroup bydrop-down menu to control how the data is grouped. You can alsocompare data from different date ranges。

的sales reports use severalcommon terms。

Sales by month

的Sales by monthreport shows the number of orders and the total sales that you've made each month.

的sales reports use severalcommon terms。This report uses the following additional terms:

Sales by day

的Sales by dayreport shows the number of orders and the total sales that you've made each day.

的sales reports use severalcommon terms。This report uses the following additional terms:

Sales by product

的Sales by productreport shows the breakdown of total sales of your products, but does not include shipping.

Shipping isn't included because an order can consist of several products, but has a single shipping charge. For reporting purposes, the shipping charge can't be apportioned between the products in the order.

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

的sales reports use severalcommon terms。This report uses the following additional terms:

Sometimes the data in the product fields, such asProduct typeorProduct title, is shown as a dash (—). This occurs if the data didn't exist at the time of the order.

Similarly, if any of this data is 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

的Sales by hourreport shows a breakdown of sales by hour during a day.

的sales reports use severalcommon terms。This report uses the following additional terms:

Sales by product variant SKU

的Sales by product variant SKUreport shows the breakdown of gross sales, but not the shipping cost, of your top-selling products on a more granular level than theSales by productreport.

Shipping isn't included because an order can consist of several products, but has a single shipping charge. For reporting purposes, the shipping charge can't be apportioned between the products in the order.

的sales reports use severalcommon terms。This report uses the following additional terms:

Sales by product vendor

的Sales by product vendorreport shows your vendors, and the products provided by each vendor.

的sales reports use severalcommon terms。This report uses the following additional terms:

Sales by discount

的Sales by discountreport shows your sales grouped by the name of the discount, such as the automatic discount name or discount code. This report helps you see how often your discount codes are applied and can help you see which discounts are converting into the most sales.

的sales value in this report includes the total order value, not just the discounted items in the order. If you havecombinable discountson your store, then you might see the same order included multiple times. The order appears once in each row for every applied discount.

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.

It can take 12-72 hours before sales are reflected in theSales by discountreport.

的following terms are used in this report:

Sales by traffic referrer

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

的sales reports use severalcommon terms。This report uses the following additional terms:

的report shows thelast interactionreferrer. For more information about referrers and interactions, which are also called attribution models, seeReferrers and interactions。

Sales by billing location

的Sales by billing locationreport shows you the country or region of the billing address for an order.

的sales reports use severalcommon terms。This report uses the following additional terms:

Sales by checkout currency

的Sales by checkout currencyreport shows you the breakdown of your sales by customer currency used at the checkout.

的Total salescolumn reports the value of the sales in your local currency.

For example, Sarah's local currency is Canadian dollars, but she accepts payments in Australian dollars and US dollars as well. In herSales by checkout currencyreport, Sarah sees Canadian, Australian, and US dollars listed in theCheckout currencycolumn, followed by the number of orders made in those currencies, and the value of those orders in Canadian dollars.

Sales by channel

You can use theSales by channelreport to see the amount of sales for your various sales channels.

的sales reports use severalcommon terms。In this report, theSales channel nameshows the name of the channel or app that the customer used to place their order, such as欧宝体育官网入口首页orBuy Button。For sales that originated as draft orders, the report showsDraft Orders。If an app that has no name was used, then the report showsOther。

Sales by customer name

的Sales by customer namereport shows you the breakdown of orders by customer over a period of time.

的sales reports use severalcommon terms。This report uses the following additional terms:

Average order value over time

的Average order value over timereport shows how the average order value has changed over time.

You can clickGroup byto select the time unit that you want to view your sales by: hour, day, week, month, quarter, year, hour of day, day of week, or month of year. The time unit specifies how the order values are grouped. You can alsocompare data from different date ranges。

Customize your sales reports

Use thefiltering and editing featuresto customize your sales reports.

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

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 theSales by productreport, and remove some columns that you don't want to see.

的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 theSales by productreport:

1. In theSalessection, clickSales by product。

2. For the date range, selectLast 30 days。

3. ClickManage filters。

4. ClickAdd filter。

5. Select a filter ofSale kindfrom the list, and then selectreturn。

6. To show fewer columns, clickEdit columnsand then deselectProduct vendorandProduct type,Net sales, andDiscounts。

的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 theHomesidebar.

When you sell a gift card:

• It isn't included in any sales reports, nor the total sales number in theHomesidebar.
• It is included in theGift cards salesfinance report.
• 的amount paid for the gift card is included in thePaymentsfinance report under the payment method that the customer used, such asVisaorCash。

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.
• 的amount paid by or refunded to a gift card is included in thePayments财务报告作为一个礼品卡条目。

• 的amount paid by gift card is subtracted from the gift card balance, which is shown in theGift cards balancefinance report.

When a gift card expires:

• Any remaining outstanding balance on the gift card will continue to count toward your outstanding gift card balance, which is shown in theGift cards balancereport.

When you disable a gift card:

• Any remaining outstanding balance on the gift card is returned to zero and is removed from the outstanding gift card balance in yourGift cards balancefinance report. This adjustment applies from the date the card is disabled, and doesn't affect historical data.
• It can take up to 24 hours for disabled values to appear in yourGift cards balancereport.

Gift card amounts in custom reports

You can create a自定义报告that shows gift card gross sales, gift cards sold, and gift card discounts:

• Gift card gross salesrefers to the actual value of gift cards you sold. This represents your outstanding liability.
• Gift cards soldrefers to the amount that you sold the gift cards for, which could be less than their actual value.
• 的difference is thegift card discountsamount.

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.