What happened to the old Financial Summary Report? I can’t access it anymore
Topic summary
Shopify recently updated its reporting system, removing or replacing the old Financial Summary Report. Users can no longer access the previous version, which has been reorganized into separate reports (Sales Finance, Payments, Taxes) found under Analytics > Reports > Finances.
User Complaints:
- The new Finance Summary lacks a proper print function, making it difficult for accounting work
- Missing critical data columns (e.g., gift card reports don’t show sold amounts, preventing balance reconciliation)
- Payment gateway totals are no longer automatically calculated
- Clickable links to payment breakdowns have been removed, requiring manual login to individual sales
- Poor layout and font sizing when printing
Key Issues:
Multiple users express frustration that Shopify rolled out these changes without adequate testing or customer consultation. The consensus is that the old report worked well for daily financial tasks, and the new version creates significant workflow disruptions. Users report that feedback to Shopify’s development team goes unanswered, with no indication the old report will return.
3 Likes
Shopify recently updated and reorganized their reports, and the old Financial Summary Report has either been:
- Replaced with new versions under the “Reports” section
- Renamed or split into more specific reports like:
- Sales Finance Report
- Payments Report
- Taxes Report
Where to Find It Now
- Go to your Shopify Admin
- Click on Analytics > Reports
- Look under Finances — you should see updated options
If you’re on a Basic plan, you may have limited access to advanced financial reports.
This is terrible.
4 Likes
As far as I know i don’t have the basic plan and this “new” Finance summary sucks
1 Like
Did you find the “old fashioned way “ to see the info?
Did you try the process I gave you?
You can just go ahead and select a plan on shopify
Shopify should ask customers what they need and fully test the new report before rolling out changes. For example the new page for the “finance summary” looks okay on screen, but doesn’t offer print version. Then the linked report is half baked. For example, the outstanding gift card balance report is missing the sold gift card column, so it doesn’t roll from beginning to ending balance. How could you roll out changes like this? Finance people don’t look at the screen, they need supporting to do their work. Bring back the old Finances Summary Report!
5 Likes
Sadly the leadership at Shopify does not include financial people. It’s a glorified cash register and that’s about it.
I couldn’t agree more, there was nothing wrong with the old report. The print button has disappeared and obviously I can print using Ctrl P but the layout and font size are terrible. The new version does not total the payments by Gateway summary, I now have to add them manually. The links from those individual payment types no long works. I have to login into each individual sale to find out who the sale refers to. Clicking on these links in old version just brought me straight to the breakdown. The nature of our business means that drilling into each payment type is essential and something I have to do everyday. Why did they change it. I took the matter up with Customer care who promised to pass on my comments to the developers. Well that just disappeared into Cyberspace. I’ve lost track of the number of times I have asked developers to do something and I have never heard back.
2 Likes
Do not understand why shopify is changing things that are simple and work for your customers. The old report allowed you to get a short summary and identifying payment sources. It is now almost impossible to do. Nice work! Bring back the old report.
2 Likes
Well said ChocMan, if it’s not broken don’t fix it. I find the lack of feedback from Shopify extremely frustrating. It’s absolutely pointless asking the development team anything, complete waste of time.