4 Steps to View the Shopify Finances Summary Page on Shopify

Hailey
Hailey October 10, 2019

Share:

As a smart shop owner, you should be aware of the importance of finance reports. By viewing the Finances summary page on Shopify, you can get a lot of information about where your business is going. Before going to the main part of this post, I recommend you to read this opening which tells you about what exactly the finance report is and the important role it plays in the success of a business.

The finance reports are methods of synthesizing data from accounting documents according to general economic indicators, which systematically reflects the current assets, sources of enterprise assets, the situation and results of operations, business performance, cash flow and the use of capital in a period of time. Thus, the finance report is both an accounting method and a means of expressing and transmitting financial accounting information to users for making economic decisions.

From Shopify which is an e-commerce platform, you also have such a helpful feature to view many kind of reports (including finance report) of your online store. It will be much more convenient for you to make a decision which is the best oriented. Thanks to this, your shop will be developed day by day.

This writing is a transparent tutorial to guide you to view the Finances summary page where the finance reports are displayed.

How to view the Finances summary page

Step 1: Go to Analytics

Make sure to log in your Shopify account to access the admin page. Then, click the Analytics section.

how to view the finances summary page

Step 2: Go to Reports

After clicking on the Analytics button, it will automatically go to the first section called Dashboard. In this step, make sure you select the second section by tapping on Reports.

how to view the finances summary page

Step 3: Click Finances summary

Afterward, scroll down to see the Finance section. From this, you can view all of the affairs involved in finance. To see the finance reports, choose Finances summary.

how to view the finances summary page

Then, you will access to Finances summary page. As you can see on this page, there are three categories: Sales, Payments, and Liabilities. Take an overview of your sales, payments and gift card data. They are recorded for a specific timeframe.

how to view the finances summary page

From each section, you can view a detailed report by clicking on the smaller sections there. Thanks to this, you can consider which has been already archived and which need to improve.

Step 4: Optional

This step is optional, which means you don’t really have to do it. However, if you want to see a more transparent picture of your business’s financial situation, you can select a specific channel by clicking on the All channels bottom and choosing the one you want to take a look at.

how to view the finances summary page

You can choose a date range for your reports as well. The report data will be shown in the selected period so that you can do the research for the specific time.

how to view the finances summary page

Summary

Above is a detailed article about how to view the Finances summary page. After following this, we hope that you will find out the best course of actions to grow your online shop based on the report data. If you want to learn more about this subject, you can read another post named how to view the overview dashboard for further information.

Related Posts:



Hailey
About Author: Hailey
I'm a detail-oriented, honest and hard-working of Shopify Expert, ready to work with you to find solutions to help you start your business or grow it. We offer fast deliveries without compromising quality. Fast and effective!
Recommend for you
Image Description
SEO Suite [FREE]

Auto-optimize website elements and structure in one-click.

Learn more
proofo
Proofo - Social Proof [FREE]

Use Social proof to boost sales

Learn more
Image Description
Size Chart [FREE]

Stunning size guide for great shopping experience

Learn more
Image Description
Free Shipping Bar [FREE]

Increase customers’ shopping cart size with free shipping offer

Learn more

Comments for View the Finances Summary Page



People also searched for

Subscribe

Stay in the know

Get special offers on the latest news from AVADA.

40k subscribers has been joined!

Earn $10 in reward now!

comment
iphone
go up