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 …

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 :slightly_smiling_face: I also run a 7 figure shop and there is no way I could run t…

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 use Report Toaster because that’s the one we own and I am clearly biased :).

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 workarou…

Bring back old report. [mscmith11_0-1747409303596.png]

*Although to be 100% accurate, the Gift Card sales should be a part of the “Total Sales”. The total sales and the total Payments should show as the same figure. That is how accounting works. Debits and credits that match @Shopify_77

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 …

Shopify has changed their Finance Summary Report! No longer a report!

Shopify Discussion

mscmith11 May 16, 2025, 3:01pm 3

Can I ask which one you use? I assume it is not free. Just another app to do what the platform should be providing on their own!

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Shopify has changed their Finance Summary Report! No longer a report!

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