Available on every plan · Updated 23 October 2026
Also asked as: “profit after returns” · “refund shows on the wrong product” · “export my sales to csv” · “report says available on the professional plan” · “how far back do reports go” · “sales by customer report” · “download orders as a spreadsheet” · “profit per product” · “my margin on each product” · “cost per item not in the report”
Analytics → Reports is a library of ready-made tables. Each one answers a single question over a date range you choose, adds a total row, and on the plans that include it, downloads as a CSV you can open in a spreadsheet.
Every plan can open Reports. What differs is how many of the tables you can run, how far back they reach, and whether you can export them.
The library
The catalog groups the reports the way you would go looking for them.
- Sales: sales over time, by product, by variant, by location and by channel, and profit by product. Sales by location and Sales by channel are your total sales split each way, with a refund taken off on the day you sent it, so each adds up to the finance summary's total for the same days.
- Finances: a finance summary, tax collected, every return (what came back and what went back), every refund (the money, with or without a return, and the tax inside each), and payments by method.
- Customers and discounts: customers over time, sales by customer, and sales by discount: each discount code, each automatic discount and the discounts you typed onto orders yourself (Manual), at what each actually took off, with free delivery in its own column.
- Advanced: retention cohorts, first-time against returning sales, and an ABC analysis that sorts your products by how much of your sales they carry.
A report your plan does not include still appears, with a small padlock and the plan that unlocks it, so you can see what is there before you decide to pay for it. Choosing it opens the same page with an Upgrade plan button instead of a table.
What is in each plan
The tiers and what each costs are on the pricing page. For reports:
| What you get | |
|---|---|
| Every plan | Sales over time, sales by product, the finance summary, the tax report, and the returns and refunds reports, over your plan's history window. |
| Professional | The rest of the standard library (by variant, by location, by channel, by payment method, by customer, by discount, profit by product, and customers over time), a longer history window, and CSV export everywhere. |
| Scale | The Advanced group, and history that is not cut off at all. |
How far back the history goes
Each plan reaches back a set distance, and your Reports page prints yours in one line under the heading. Starter reaches back months, Professional reaches back a year, and Scale is not limited. The exact windows sit beside the plans on the pricing page.
The window is not only about Reports. It also decides which ranges the Analytics pages will accept, which is why a range reaching further back than your plan allows is greyed out in the date menu and marked "(upgrade)".
Nothing is deleted when a window ends. The orders, customers and money are all still yours; a shorter window means the reporting screens will not reach past it until you move up a plan.
Running one
Open any report and you get the same controls: the date range, Pick a date range for two dates of your own, and on the reports that cover a stretch of time, a Day, Week or Month switch. The line under the title says what the report answers, which dates you are looking at, and that its figures are rebuilt hourly.
The bottom row of the table is the total for the range, which is the figure to read if you only want one number.
Exporting
Export CSV downloads exactly the report on screen, for exactly the range you chose. It is included on Professional and Scale. On Starter the button is there but will not press, and resting on it says which plans include it.
The reports that list one row per customer, variant or discount stop at a thousand rows, and say so underneath when they do. Their total row still covers every row in the range, and a downloaded CSV ends with a line saying the rows were cut off. Narrow the date range to see every row.
In Sales by discount, an order that used a code and an automatic discount together is on both rows and counted once in the total, and each row shows only what that discount took after the other, so the amounts add up to what your orders actually came off by.
Two more exports follow the same rule and the same button: the Export on your Orders list, and the one on your Customers list.
Profit by product
Profit by product takes each product's net sales (what it sold for, less its share of any discount on the order, which is only on the products the discount applied to, less what you refunded for it, and without the tax inside the price), subtracts what those units cost you, and gives the gross profit and the margin.
The cost is the Cost per item on the product, as it stood when each order was placed. Changing a product's cost later changes only the orders placed after that, so last month's profit does not move because a supplier put their prices up today. On a product with sizes or colours, every option uses the product's cost unless an option has its own.
A product with no cost entered shows No cost rather than a margin, and so does a line you typed into an order by hand. Orders placed before costs were recorded show no cost either, for the same reason: the report will not guess what something cost on a day it was not told. Sales with a cost says how much of each product's sales the profit is worked out from, so a product at 50% had a cost on half of what it sold.
For a bundle, the cost is what its items cost you, and the profit sits on the bundle, because that is where the money came in.
The profit is after returns and refunds, counted on the day each refund was sent. Returned is what you refunded for each product. A unit that came back in good condition gives its cost back, because you can sell it again; one that came back damaged, or that the customer kept, does not, so its loss shows. Money you sent back that was not for a product, refunded delivery, a goodwill payment on the whole order, or a restocking fee you kept, sits on one line of its own, Refunds not tied to a product, so the report's net sales still match the finance summary for the same days.
The figures underneath
Reports are rebuilt every hour from your orders and refunds, which is what lets them cover long ranges quickly, and the totals on Analytics are read from the same rebuilt figures, so the two agree. A sale from the last hour arrives in both within the hour.
The finance summary is the one to reconcile against: gross sales, what came off it, and what was actually collected, in the order an accountant reads them.
What counts as revenue explains which orders are behind these figures and when each one lands.
If it does not work
- Export CSV will not press: your plan does not include exports. The tooltip names the plans that do, and Change your plan is the way there.
- A range is greyed out: it reaches further back than your plan's history window.
- A report is empty but you had sales: check the date range, then check that those orders are marked paid. An unpaid order is not a sale yet.
- The download did not start: your browser may have blocked it. Allow downloads for this site and press it again.
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