Sometimes I wonder if @Shopify_77 has anyone with an accounting background working for them.
They took the one and only somewhat helpful Analytics report, titled “Finance Summary” report and now is a series of colorful charts and graphs that are absolutely USELESS on an accounting and book-keeping level.
How is it that Shopify is continually making figures less transparent on their platform rather than the other way around.
The “finance report” now shows a “Payments over time” line chart, visually showing the days in which sales rose or declined and a “Payments received” bar graph that visually shows which payments methods were used more or less.
NO. These are not necessary or helpful when entering numbers into an accounting program. I know have to try and again pull numbers out of this ridiculous page that shows half as much information as previous.
There is no longer any gift card sales data or “Liabilities” section, and the “Total Payments” figure is also gone.
We need more practical, straight forward data, we don’t need charts and graphs, however pretty they look.
Bring back the straight forward Finance Summary. Call this something else.
Totally understand the frustration. If you are up for using an app, there are a number of great apps that can help. If you search for “report” in the App Store, the top 6 should all do the trick. One of which I own
I also run a 7 figure shop and there is no way I could run that store with Shopify’s default reporting.
Do you manually enter all data into an accounting program manually? I have attempted several like Quickbooks Online and they only lead to more headaches than solutions.
I send all of the necessary reports to someone that does the accounting, which is what most of our reporting app customers do. Some of them do some manual entry and others do imports from data exported from the app. All depends on your comfort level with accounting, size of your team, etc.
I will check out the app, I am just looking for the simplest of Sales reports.
Total sales = Total Payments
Shopify does not seem to grasp these simple ecommerce backend essentials.
*Also, I am a one man team finance wise. LOL. Like I said I thought these accounting apps would be a great workaround but even the accounting giants cannot fully make sense of the mess of numbers that is Shopify.
I noticed this yesterday when I tried to pull my report! After looking at the dashboard I found that the same info is there and I am able to do my accounting as before, there just isn’t a way to print or download a report.
Yes, very frustrating! Got the call from the store at closing yesterday wondering where the Finance Summary went! I chatted with support. They told me the original report was replaced with the newer version (which I already realized). Unfortunately, there is no easy way to print it and the original report was fine as is. I was told I could print each category separately to get the information. So instead of just printing one clean report at the end of the day I could print five different ones. Every single day! Obviously, I told them this was not acceptable and that we wanted a simple printable report back. I hope to hear something soon and will post here if I do. I wish they left the original version and made the newer version a separate report.
Just got off with Shopify Support for the last two hours trying to find a work around as I have no way to print the Finance Summary anymore. This is a report we use daily for our accountant and it’s easy for our employees to print. They recommended third-party apps, which is not something I want. Shopify should have a proper report. I have no option to print and they told me to use my browser. The browser print out is so small that you would need a magnifying glass to see it. So upsetting!
Totally agree - as an accountant this report was my go to. The new one is awful and does not allow you to disect data in the same way - talking to “help” it has been improved to the new version. I managed to get it back using the AI help desk a couple of times but now cannot get it back. How do we lobby to get the old version back?
Great question that only someone from @Shopify_77 can answer!
If they want to provide their fancy graphs for their own pleasure, great, but make the OG report available for those who need something called FUNCTIONALITY. I realize this old format is probably just a tiny little click away is the most aggravating part.
Our store also uses this report at closing. The only way I found to print this new finance summary was by using a computer and clicking on the three dots at the top right (I used Chrome). I think you can also use the shortcut keys (ctrl+p). Not very convenient when we use ipads however we do have a computer at work and will use this workaround for now. Hopefully Shopify brings back the old report or at the very least makes this new one printable from an iPad.
A complete summary covering all four categories isn’t typically available in a single consolidated report even when using third-party tools. However, if you’re open to using reporting apps like Report Pundit, you can access pre-built reports that provide detailed insights for each category individually, without the need for complex setup.
Sales: Finance Summary Report
Gift Cards: Gift Card Transactions Report
Payments: Transactions by Gateway Report
Gross Profit: COGS Report
These reports are widely used by accounting firms for their clarity and simplicity. They’re easy to interpret, quick to access, and can be fully automated.
Yes, please bring back this report. I use this report every week and this new version is very hard to read and now has so much extraneous information. I do not need charts for this summary. Please just give us an option to have this report in this format as a simple summary that is close together and easily printable!
The Finance Summary that just got eliminated saved me so much time from the previous option - exporting to a CVS and manipulating it to fit a page for printing and then handwriting the sales channel (location) on it. I am a one person department for two locations and every day had 3 of those to get through and on Monday mornings I had 12 reports to generate. It took up so much time. Then came the magical Finance Summary and I could print reports in under 3 minutes! NOW, I am back to square one, but WORSE. Now I will be printing off 9 reports everyday and 27 on Monday mornings. PLUS, I am back to having to write the location on it manually. UGH! I feel like we took a giant leap forward and an even greater one backward. I am begging the developers to make one little change for the admin staff who are required to print off these reports for our accountants!
