Unable to view more than 90 days of finance overview

Highlighted
New Member
1 0 0

Hello,

I have tried to pull all of my Finance Overviews for the Past Year, but now the data only goes back 90 days. I need this information for all of 2019. Is there a way to access this? I will need it to complete accounting data. Thank you!

 

Don

0 Likes
Highlighted
Shopify Staff
Shopify Staff
128 12 24

Hi, @DGFlyer03!

I'm Miles from the Social Care team at Shopify.

At this stage, the finance report is only available for up to 90 days. In order to access periods prior to that, you would need to go to Analytics > Reports and export each report you're looking for, but we currently are unable to combine them together for you.

With that being said, what I'm going to do is pass this onto our team for consideration in future releases. I can totally understand the importance of this, so I'll make our team aware that this is a feature you're looking for.

As a small workaround in the meantime, you can access an account summary under “Analytics > Reports > Finances > Finance summary”. From there you can apply the date filter for ‘Last year’. In this report, you'll be able to see your sales, payments, gross profit and any liabilities. You'll also be able to click into each report.

We've got some great material on our analytics that I'd also recommend checking out. I'd start with our Finance Reports and work your way through from there.

Lastly, I just wanted to also recommend checking out the Shopify App Store. There are a lot of really great apps, including apps for reporting. I've recommended a couple below for you.

  • Better Reports

    • From $19.90/month. 14-day free trial.
    • Build custom reports with a drag and drop designer.
    • Share your reports by csv, email or Google Drive.
  • Advanced Reports

    • Free plan available. 14-day free trial.
    • Modify pre-created reports or build your own reports.
    • Make decisions based on real-time sales, products and customer behavior data.

Have a great day!

Miles | Social Care @ Shopify 
 - Was my reply helpful? Click Like to let me know! 
 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

0 Likes