Reporting Methodology

By the Numbers' approach to reporting is to capture the amount of money moving between your Store and your Customers.

Total Sales = Gross sales - Discounts + Taxes + Shipping - Total Money Returned to Customers

Shopify's reports don't track money moving between you and your Customers. When a sale is made, the reports show the value of goods included in the sale, not the amount of money that you've received. You can read more about this in Shopify's documentation (Sales vs Payments).

There are a number of other differences between how Shopify and By the Numbers report Sales and Returns:

Report Methodology

Shopify By the Numbers
Cancelled orders Included in Sales reports as sales on the day of the sale, and a return on date of cancellation Not included in reports
Deleted orders and test orders

Not included in reports Not included in reports
Purchased Gift cards Not included in reports when sold
But included in finance reports
Included as part of sales
Gift card used It is included in sales reports on date it was used. The full value of the item is claimed as sales. n/a -- Gift card sales are reported when the Gift card was purchased
Returns Reports show the value of goods returned by a customer. Reports show the Total Money Returned to Customers, capturing Order adjustments, Restocking fees, etc.

Gift Cards have complex logic in Shopify's reporting. In By the Numbers reporting, our approach is to include the sale when a Gift card is purchased.

For both Shopify and By the Numbers: canceled, pending, and unpaid orders are included in the reports. Test and deleted orders are not included. Voided orders -- that is, Orders that have been cancelled before any payments have been made -- are also not included in Reports.

Still need help? Contact Us Contact Us