New Finance Tab Changes

Shopify Discussion
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Topic summary

  • Main issue: Recent changes to the Finance tab removed the consolidated view that showed Net Sales, Gross Margin, and payment method distribution in one place.
  • Impact: The poster needs to quickly see what portion of payments come from gift cards. The new process is more convoluted and time-consuming, especially on the Basic Shopify plan where saving custom reports isn’t available.
  • Attempted resources: The linked community article about the Finances tab view change didn’t solve the problem.
  • Request: Seeks confirmation on whether the old Finance view will be restored.
  • Reply: Another participant says Shopify frequently updates its platform and suggests checking the Shopify Updates site for details and rationale.
  • Status: No official answer, workaround, or commitment to restore the old view. The question remains open.
Summarized with AI on December 20. AI used: gpt-5.
1

I used to use the Finance tab to help determine Net Sales, Gross Margin, and distribution of payment methods in once easy place.

I don’t know why this was removed, I tried reading the article suggested by this thread https://community.shopify.com/post/2724369 but it really didn’t solve the problem

Particularly for my business I need to understand the portion of payments that are being brought in via gift card. The old Finance tab made it so easy at a glance, but to get there now is convoluted and takes a lot more time, especially without the ability to save reports on a Basic Shopify plan.

Is there any plan to restore the old Finance view? I know I can’t be the only one suffering from this

2

Hi @RI-Gaming

Shopify is constantly changing and updating their platform which caused this. I highly suggest that you check their Shopify updates website to learn more about the update and reason behind this.