About sales and expenditure reports

The Sales and Expenditure Report shows your total order revenue and expense totals for a specific period of time.

How to find this report:

Navigate to your Reports page, then click Sales & Expenditure under the General heading. 

To run this report:

Select the date range you wish to view from the Date Range boxes, then select the 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 a Sales Channel, then select it here (otherwise, you can leave this blank to see your complete totals across all channels). Click the Run Report button to generate your results.

Report breakdown:

Revenue is calculated as a gross total from all orders placed within the time range and includes tax, shipping charged and discounts / adjustments applied.

Expenses is the sum of all expenses logged in the same period and includes tax, shipping and discounts.

Difference 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 a print-friendly PDF or a CSV for further analysis in a spreadsheet.