Reporting problems

Topic summary

Main issue: two reporting gaps in Shopify analytics. After splitting orders, the total paid doesn’t update, so sales are overstated; the user needs reports to use currentTotalPriceSet (updated totals) instead of totalPriceSet (original totals). Refunds issued in a later quarter (e.g., Q4 for Q3 orders) don’t appear in quarterly reports, hindering tax reporting.

Proposed approach: use specialized analytics apps. Suggested tools include Better Reports, Report Pundit, EZ Exporter, Data Export/Exportier, Metorik, and BI connectors (Supermetrics, Fivetran). Advice: confirm with app support that they can pull currentTotalPriceSet and correctly attribute cross‑quarter refunds for tax purposes.

Update: the poster installed Report Pundit to try resolving both issues; effectiveness not yet confirmed. Another vendor highlighted Reportgenix, claiming split‑order accuracy (using current amounts), cross‑quarter refund attribution, profit tracking after fees/shipping/COGS/refunds, and an AI assistant for ad‑hoc queries.

Status: no verified solution reported yet; discussion remains open. Persistent concern that Shopify’s native analytics lack these tax‑critical capabilities.

Summarized with AI on December 11. AI used: gpt-5.

Hello,

I am facing two separate reporting problems and I am hoping to find an analytics app that would solve these for me.

  1. We are using split orders and currently the total paid amount doesn’t change after the split. This causes reports to show false total sales. We would need an app that would show currentTotalPriceSet instead of totalPriceSet.
  2. We have orders that are done in Q3 but refunded in Q4. The refund amount doesn’t show in any quarterly reports and we cannot take any reports out for taxations purposes because of these amounts not showing anywhere.

I feel it is extremely weird that these basic things are not available in Shopify analytics and I was wondering would any analytics apps provide these features. I think it is not an impossible but for Shopify it seems to be.

For your specific reporting issues with split orders and cross-quarter refunds, you’ll need a specialized analytics app from the Shopify App Store.

Look for apps like Better Reports or other advanced analytics tools that offer:

  • Custom financial reporting using currentTotalPriceSet for accurate split order totals

  • Flexible refund reporting that can attribute refunds to original sale quarters

Contact app support directly before purchasing to confirm they can handle both your split order pricing and cross-quarter refund reporting needs for tax purposes.

Hey @PK2023,

Thanks for posting this to Shopify community.

Regarding the requested app yes, there are the apps that can solve both of the issues that you are facing.

Here are the apps that listed below and these apps can fix your issues.

  • EZ Exporter (Highview Apps)
  • Report Pundit
  • Data Export / Exportier (Data Export IO)
  • Metorik
  • Better Reports / BI connectors (Better Reports, Supermetrics, Fivetran, etc.)

You can use any of the app and get your issues sorted.

If you still have any Question then let me know.

Thanks

Hello, Thank for suggestions! I downloaded the Pundit. I hope it solves the problem. I think it is just odd that shopify is interfering to taxes and forces us to pay for Shopify tax servies even though it cannot provide accurate data for tax reports.

Hi @PK2023 ,

Totally understand the frustration – Shopify’s native reporting really does fall short on these things, and it’s a common pain point we hear from merchants.

For anyone landing on this thread with similar issues, here’s what we built Reportgenix to handle:

  • SPLIT ORDER ACCURACY – reports pull the actual current amounts, not the original totals, so your sales data reflects reality

  • CROSS-QUARTER REFUNDS – refunds are tracked and attributed properly regardless of when they happen relative to the original order, making tax reporting accurate

  • TRUE PROFIT TRACKING – see real profit per product after fees, shipping, COGS, and refunds – not just revenue

  • AI ASSISTANT – ask questions like “show me all refunds from Q4” or “what were my total sales after refunds last month?” and get instant answers

It really shouldn’t be this hard to get accurate numbers.

Good luck! :raising_hands: