I thought having access to a "Year End Report" containing totals for sales, fees, shipping, etc., ALL the important information would be a "given" I've spent all night looking for one, NEVER dreaming there isn't one!. So, are you saying I have to go back thru EVERY order and figure out those numbers myself when it would be SO easy for you guys to furnish!
EXTREMELY DISAPPOINTING! I guess none of the "big wigs" have ever needed this info themselves, or I GUARANTEE it would be readily available!
So, I guess I'll spend the next 6hours+ figuring out this info. :O(
Just to clear a few things up here for everyone, I understand this is a frustrating topic.
The Financial Overview will date back to the last 3 months of fees. These fees include things like app charges, theme charges, subscriptions fees, etc. If you need a larger timeframe for these charges, say 12 months worth of information, you would need to download your invoices individually from the Settings > Billing > View all Billing History section of the admin. I understand this is a pain point! The reasons behind this would be a scalability issue. In order to keep our core admin features running at optimal speed and not weighed-down by loading times, it was not logically feasible to hold one year or more's worth of data on each of the 1 million + merchants using our service. Some merchants need this information, some do not. It is best to make this information still available, but allow merchants to download whichever information they need. I know this is not the ideal answer for each of you, but I hope providing some clarity on the "why" of this will help you understand the limits here.
If you wanted to Export a report of 12 months worth of credit card fees for Shopify Payments, You can go to Settings > Payment Providers > View Payouts > Transactions to export that report/
If you wanted to Export your last year's fees in shipping, taxes, returns, discounts, etc, you can go to the Reporting section of the admin by selecting Analytics > Reports > Financial Summary (in the Finances tab), then you can select the date range. I've made a quick video here on how to do this!
Once you have all the relevant information and you want to combine it into one report, I would recommend using Google Sheets as it is a free resource. There is a guide here on how to merge spreadsheets.
Thank you all for your patience here, I do hope this was helpful! As this topic has already been resolved, I will now close this thread. Do feel free to begin a new thread if you are seeing any issues with loading or finding your reports.
Social Care | help.shopify.com