About Sales and Expenditure reports
The Sales and Expenditure report shows your total order revenue and expense totals for a specific period of time.
We'll cover
How to find this report:
Navigate to your Reports page
Click Sales & Expenditure under the General heading.
To run this report:
- Select the date range you wish to view from the Date Range boxes
- Select the Grouping Display mode. The Display option lets you group your results by either day, month, or year (i.e., selecting Month will show a per-month total for all months in the date range selected). If you wish to filter by an Integration, then select it here (otherwise, you can leave this blank to see your complete totals across all integrations).
Click the Run Report button to generate your results.
Report breakdown:
| Revenue | This is calculated as a gross total from all orders placed within the time range, including tax, shipping charges, and discounts/adjustments applied. |
|---|---|
| Expenses | Expenses are the sum of all purchases logged in the same period, including tax, shipping, and discounts. |
| Difference | This is calculated as Revenue minus Expenses. |
All totals in this report use the accrual method for expenses and order revenue.
This report can be downloaded as a print-friendly PDF or a CSV in a spreadsheet for further analysis.