Sales Report by Location

herucosmetics
New Member
1 0 1

Hello! 

 

Does anyone know how to pull a custom sales by location report? 

 

Trying to find my total sales in one state 

 

There used to be a feature in Reports that broke down sales by different variables but now it is not there. 

 

Does anyone know how to access this information? 

 

Trying to file my quarterly taxes !!! 

Ryder
Shopify Staff
Shopify Staff
388 48 69

Hey there, @herucosmetics!

 

Ryder here, from the Social Care Team at Shopify. Thanks for posting! Report availability will depend on the plan your store is on. Do you know which plan you're currently using?

 

You can find the full list of which reports are included in each plan in this guide. Stores on the Basic plan and higher are able to filter and tailor analytics by selecting an option in the top right corner of the open report. The only reports that aren't able to filter are the Financial reports, which is where your tax reports are located. That being said, if you log into your Admin and go to Analytics > Reports > Finances > Taxes and set/apply the date range, you should be able to see regions listed as well as the name of the tax charged.

 

You may also be interested in integrating an app like Better Reports or Quickbooks by Bold for access to more reports (as well as building custom reports) and bookkeeping purposes!

 

I hope this information helps. If there's anything I can clarify, please let me know.

 

Cheers.

Ryder A. | Social Care @ Shopify 
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john_rp
Excursionist
95 0 7

Hi @herucosmetics,

With Report Pundit, you can create a custom sales by location. The reports can be based on POS location, customer shipping location or customer billing location. Many Shopify merchants use these reports to file state taxes based on tax jurisdiction. We can also separate taxable and non-taxable sales.

There are more than 80 pre-created form various categories like sales & order reports, product & product variant reports, inventory reports tax reports, fulfillment reports, billing reports, payout reports, customer reports, and Google Analytics visitor metrics report.

Report Pundit costs only $10 to $50 based on your Shopify plan.

Please contact us by live chat support or email at support@reportpundit.com if you need help to create custom reports.

Thanks!!

Report Pundit - Instant reports and custom dashboards
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RayRayF
New Member
1 0 2

How do I pull up a report of Gross Sales by State WITHOUT having to pay for a separate service? 

kanpaidesigns
New Member
1 0 0

I would also love to know how to do this. Hahaha

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npalomin
New Member
2 0 1

It is ridiculous that we need to download and pay for an app just to see sales based on state. It gives you filters by city and country but why not state? It makes no sense at all. This should be added to the filters for every plan as everyone selling on shopify needs to collect state taxes! 

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Jamie_Bischof
New Member
1 0 1

Hey guys, for me the following works. Try it and maybe it will work for you.

 

Admin > Reports > Finance > Total Sales

 

Then set your dates and click export. WIthin the Export window, click "Full Report" and it will generate a complete sales report with country/state/county and the financials.

Hope this helps somebody!

Katie0411
New Member
2 0 0

This did the job for me, thank you!

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