Finances Tab view change

Alay · ‎08-21-2024

Did the finances tab overview page move somewhere else? I had previously used that page for a quick view of payment by sales channel / gross income vs net income. It was extremely handy, but seems to have been now replaced with a page just showing recent transactions.

Did this move somewhere else? The information there was part of our accounting workflow.

Ewan · ‎08-21-2024

Hi there, have you tried following the instructions detailed on this page: https://help.shopify.com/en/manual/reports-and-analytics/shopify-reports/report-types/default-report...

It appears the report which you're describing is located at this new location, let me know if not and I can help further!

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Alay · ‎08-21-2024

As far as I can tell, the "Payments by Type" report is the closest to this info, but it doesn't sum by channel instead just showing individual transactions by payment type and channel. Why was functionality that was very useful removed? 😞

Ewan · ‎08-21-2024

Hi there, have you tried following the instructions detailed on this page: https://help.shopify.com/en/manual/reports-and-analytics/shopify-reports/report-types/default-report...

It appears the report which you're describing is located at this new location, let me know if not and I can help further!

Conversion Bandit | Boost conversions with data-driven primary image optimization
Try it free for 14 days
Did you find my response helpful? Mark it as an accepted solution so others can see it, or just like it, it's great to know that I've helped others!

Alay · ‎08-21-2024

That looks great, thank you!

Finances Tab view change

Finances Tab view change

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