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

Yup, exactly, all you can do is “print screen” SMH! And the worst part after 80 comments and 2300 views is that @Shopify_77 has not even responded to our concerns. Sorry, I should not use the word concerns. They straight up have again managed to have stolen valuable information from its merchants without ANY WARNING, making our lives that much more difficult. @Shopify_77 you do realize this is of the utmost concern right???! I always wonder if this is simply a ploy to have us sign up for another 3rd party app or if it was just a major oversight? Please let us know @Shopify_77

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You can right click and print, but that doesn’t really change anything except for getting it on paper sadly.

That’s all fine and dandy and we all realize there is another and another 3rd party app that can provide X,Y and Z. But we are talking about basic requirements of an ecommerce platform. If you can’t even give me the basic financial reports, what good is it. @Shopify_77 seems to be withholding more and more information from the merchants if you ask me.

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Yes- I am a bookkeeper, and do a manual entry into QBO for a client.. based on the finance summary, which is now gone. This is no longer a report , as you stated. And when talking to customer support the answer is always ‘add an additional app’. Same for inventory tracking.

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Exactly, thank you for showing this image as it was driving me mad trying to work out where it had gone. Shopify - PLEASE don’t ‘fix’ something which isn’t broken. Not Happy Jan.

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Hey what did you end up doing? Were you able to reconcile your clients’ accounts?

I agree! If they want to add more graphs and other info that can be a whole other report. The Finances Summary as was had everything in one place. And I DO NOT want to keep adding apps to do work-too much extra nonsense and the costs add up

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So frustrating! Shopify please bring back the old reporting style for the finance summary. I use this report monthly as a bookkeeper- this is the main report we use for our clients since it included everything we needed- sales info, payment types, gift cards, etc. Why are all the report options trash and the one that did provide everything is now poof gone! The new reporting setup is confusing and fragmented, unable to export or even copy it into an excel sheet (all info just goes into one column), and there’s no real report alternative. I don’t understand why the most functional report was the one removed. Please bring it back, Shopify, this change has made our jobs significantly harder.

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AGREED 100%. Now is more complicated and time consuming.

And, in terms of the Inventory transfer between locations, now, the process is extremely long and confusing.

Old Proces: Create transfe> Save> Pending transfer> Receive transfer>Accept all

New Process: Create transfer> Save> Ready to Ship> Save> Create Shipment> Save. Mark as in transit> Receive Shipment> Accept All> Accept And Save

WHAATTTTTT!!!

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The new reports are HORRIFIC!!! A total waste of time and money printing this BS! The “Financial Summary” was what was critical for my tax reporting and now has turned into a NIGHTMARE! Shopify claims that they will be changing the report back to old report we are use to; however, how long does this really take??? It’s been weeks!!! Whoever is making these changes obviously doesn’t know anything about retail or owning a small business.

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I REFUSE to pay for an app to access my own financial reporting! Isn’t that what I’m paying for already!

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Adding another “PAID” app is unacceptable. Sounds like Shopify is turning into Clover that gouges its customers.

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And to add to that, you have to print all these graphs that eat up your printer ink that I could care less about!!!

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You fail to mention that there is a FEE for Report Pundit. Why should Shopify customers have to PAY to access their own financial information that they were already had access to? I will NOT pay for a 3rd party app! I do not want fancy graphs nor do I want to have to pull 5 reports that once were 1 report. This is absolutely insane. Why is Shopify making these changes without even giving notice to its customers so we can, at the minimum, pull whatever reports we need, BEFORE Shopify eliminates them. Shopify is definitely going in the wrong direction!

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MAD2017 - You echo my sentiments exactly.

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Seriously, this is SO frustrating. I have to pull like 8 different reports now just to reconcile everything. The numbers always have discrepancies every single month. Shopify reporting is the worst, and 100% agree about the useless charts.

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Wow, it’s actually funny how disconnected they are with what the average Shopify user needs when it comes to reporting. Over 150 customized comparitive reports and SQL query based report builders yet the most fundamental and useful reports they decided to removed and restrict. Absolutely absurd!

Total Sales and Financial Summary, two of the most basic reports obliterated for what?!

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What exactly are our options without the Finances Summary report? I provided this report to my bookkeeper at the end of each quarter so that total sales through shopify could be balanced off against Direct Deposits, Paypal Settlement & Afterpay Settlement.

What would I use now to find:

Gross Sales, Discounts, Taxes Collected & Payment methods?

To really champion against behavior like this merchants would need to get enough stock to submit questions on earning calls, etc.

Or get a big enough petition of provable shopify merchants.

But most merchants do not interoperate with each other thus this will continue; tragedy of the commons and all that but even more ego-centric/capitalistic.

“visually” is the keyword, it looks good in lobby tvs, marketing videos , in investor bait etc.

I wonder if reports the is the new live-view of merchant-annoyance where every year right before black-friday they’d drastically alter the live-view confusing merchants on what’s possibly the most important sales day of the year like they were mocking merchants on purpose.

More and more merchants are paying for the privilege of being the product AND the guinea pigs in an opaque process.

Notice how these rollouts are done with no notice, no opt-in & no opt-out or version freeze.

No built in feedback mechanism with even a simple thumbs up/down in the UI.

Because a forum post with less than 10,000 merchants is a blip.

A blip that will get ignored, or pandered to, on a platform with millions of merchants that rolls out operations disruptions with no voting process rofl.

Meanwhile it seems like there are thousands upon thousands of growing posts like this heading towards a trust thermocline.

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I would certainly sign a petition. But like most of us, don’t have the time
to set it up.

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