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Re: Payout Report including Customer Name

How can I include customer names in my payout report?

GatheringThyme
Excursionist
15 0 10

I understand how to get to each Payout and view the transactions in each payment, but cannot figure out how to show the customer name on this list.  Without this, it is a bookkeeping nightmare for me?  I don't want to have to click into each Reference # in order to retrieve the customer name.  If this feature isn't available, it is truly missed.

 

 

Replies 6 (6)

Report-Pundit
Shopify Partner
350 12 26
Hi @GatheringThyme ,

Currently, it's not possible to achieve this through Shopify's built-in reports.

Report Pundit allows you to export payout information along with customer information. Reports can be exported in CSV, Excel, and PDF formats.

We offer access to more than 80 pre-made report templates as well, in case you need them.

You can reach us at support@reportpundit.com

Thanks!
Report Pundit - Instant reports and custom dashboards
GatheringThyme
Excursionist
15 0 10

I can appreciate the extensive reporting I can get from Report-Pundit, I'm really looking for one very basic report that I feel should be a part of Shopify.  I have used Stripe in the past for payouts and get this information with the click of a button.  Now I'm forced to pay for an app to do something that seems so very simple for Shopify to incorporate.  Not the answer I was hoping for but at least there is a solution, one that will cost me.

 

Steven_Forrest
Visitor
2 0 3

Totally agree, and this is a no-brainer. Could someone please elevate this request? With the amount of resources Shopify has on hand, this one is EASY to add  - we're just asking to add one field - customer name - to the Payout report and page. 

Mari_L
Visitor
2 0 0

I agree and also would like the shipping and taxes information associated with each payout.
Has shopify ever responded to you on this? Thanks,
Mari

GatheringThyme
Excursionist
15 0 10
No. Someone who created an app tried to sell it to me. This is basic
information that we shouldn't have to pay extra for!

Sarita7
Visitor
1 0 2

I totally agree, this is a nightmare at month-end!

Please, Shopify, our subscription is not cheap, please add this to the reports.