Reports and downloads

Overview tells you how this month is going. Reports answers the longer questions: am I keeping enough, who am I depending on, and am I paying vendors on time?

Pick the range#

Every dashboard reads one range: Last 3 months, Last 6 months, Last 12 months, This year, or Pick the dates. If you've sold in more than one currency, choose which one; amounts are never converted.

Each dashboard ends with the table it's drawn from and a line that says what it measured: "Measured on sales after refunds, in the currency they were taken in · Includes sales not on a payout yet."

Margin#

Where the money went, from what customers paid at the till to what stayed with you:

Under it: Your share, month by month, Your own costs if you record any, and Month by month with sales, tax, vendors earned, your costs and what you kept. While the current month is open it estimates where it will finish at the current pace.

Vendors#

Who your sales rest on:

• Who your revenue rests on: each vendor's share of sales, largest first. "Four vendors are 64% of your revenue" is worth knowing before one of them leaves.
• Who is moving: each vendor against the same length of time before, with new vendors marked New.
• The whole roster at once: one dot per vendor, sales against refunds. A vendor far up is refunding a lot.
• Vendor by vendor: sales, refunds and orders.

It points out what needs you, like "Needs a conversation. Dev Vendor refunded 42% of what they sold this range."

Settlement#

How you're doing at paying vendors:

How long money waits shows what you owed at each month end, by how long it had waited. Waiting to be paid lists every unpaid payout with its days waiting.

Downloads#

A Spreadsheet is an Excel file that keeps what each figure was built from. CSV is the same table as plain text, for any other program. A PDF is laid out to send or file.

Downloads with vendors' payment addresses, like Everything owed, ask you to confirm it's you first.

Common questions#

Why doesn't Reports match my Shopify sales report?

Reports counts your vendors' sales only, after refunds. Your own products, shipping and tips aren't in it, and Shopify's sales report counts them. More

Can I see one vendor's figures?

Vendor by vendor lists each one. For everything about one vendor, open their page, or filter Activity to them and download it. More

Can my vendors download their own reports?

Yes. Each vendor can download their earnings, and a year of their payouts in one PDF, from their own page. More