Financing, tax rates, and accounting
Where/How can I either find a report/export that has both order details and payout details. Mainly I need order #, customer name, items, fees, prices, payments, shipping, and payout date. There are other desired details but those would help a lot!! You can't even sort/filter the orders by payout date and none of the payout/transaction exports have any order details. PLS HELP!!
Hello,
Currently, Shopify reports have limitations in creating custom reports. However, you can overcome this with a reporting tool that helps you build reports with all the data you need for analysis, schedule them, and integrate data from multiple apps.
If your Shopify business relies on custom reports for decision-making, check out Report Pundit with our free 14-day trial. Feel free to contact us if you have any questions.
sample report for reference:
Hi @NickNovo
Claudia here from Better Reports.
Have you been able to find a solution? If not, I would recommend our app Better Reports for this.
We have a built-in Payout details transaction to which we can easily add order-related fields.
In addition to this, Better Reports has more than 60 built-in reports available out of the box that cover many common use cases for merchants. You can schedule reports to run at set frequencies to your email or Google Drive or export the reports in CSV, Excel or PDF format.
I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to set this up for you.
What do you think?
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