Accounting, Tax & Data Reports

Analyze, account, report & grow your sales

Analyze your total sales, Shopify fees, shipping cost, product cost, gross margin % & profits across multiple Shopify accounts. Know which products are your best performers and which customers are your key customers. Analyze marketing performance across all your products and account for the best results. Our reports are so accurance your finance team will use them.

Products Reports:

• Analyze your products by total sales, orders, avg. price, shopify fees, product cost, profits, & more.
• Filter your sales data by various time frames and compare performance
• Drill into your data by keyword and analyze all product performance by that filter
• Analyze product sales by variant, SKU, Brand
• Filter or report by product details like size, mix, model, brand, ounces, etc.

Customer Reports

• See which customers purchase the most
• Know which customers drive the most profits
• See a customers purchasing behavior over the last 5 years in a trend
• Dive into any aspect of your customers data

Tax Reports

• See your taxes paid broken down by country or state
• Trend taxes over time for any customer, customer group, marketing campaign, or custom data tag
• Know which products are the most profitable given any tax rate
• Compare shipping address/state vs. billing address/state.

Custom Filters

• Filter into each linked account
• Drill into Product Options, Custom Product Fields, Brand, SKU, Vendor, Product Type
• Analyze inventory based on tags, collections, or account
• See sales, fees, profits by payment status, currency, buyer country, buyer state
• Filter by Coupon codes, Vendors, & Sales Channel ID

Marketing Performance

• Analyze referral or paid search performance
• Know which campaigns convert best and are the most profitable
• See which customers come in through which campaigns
• Catch referral sources you didn't know existed
• Closed loop attribution available on any report
• Analyze Coupons to see which one performed base & who used them

Order Management

• See orders appear in real-time
• Link multiple stores together and manage inventory across them
• At a glance order level analytics help you dive into your reports

Account management:

• Link multiple accounts together
• Link PayPal or Shopify to get extra details
• Invite staff members to your account
• Share access to your data and control who can see what

Manage & save your data:

• Export via CSV across multiple stores
• Bring your charts & data out into CSV format
• Customize your data & export it all quickly
• Setup the perfect report and easily save it to CSV

Integrations

• Analyze sales on eBay, Walmart, or other channels
• We support inkFrog, Codisto & CedCommerce
• Link ShipStation so you can compare label cost