What this helps you do

See your sales, payments, product profit, gift-card sales and recorded tips on one page. Every available section uses the same dates. Sales and payments also use the selected sales channel; the gift-card balance is available under All channels.

Before you start

  • Open the store you want to check. Your staff account needs permission to view reports.
  • Sales and payments answer different questions. An order can be sold on Monday and paid on Tuesday. Net payments means received payments minus recorded refunds, counted on each payment's date.
  • Gross payments from Razorpay shows received Razorpay payments before refunds. It does not show bank settlements or deduct payment fees.
  • Gross profit breakdown uses recorded product costs. Sales without a recorded cost are shown separately; they are not proof that the product cost nothing.
  • Tips and Tips by staff member subtract explicitly recorded tip refunds on their refund dates. If an older refund does not say how much was for the tip, the affected amount stays unknown. Refunding goods does not automatically mean the tip was refunded.
  • Outstanding gift card balance shows what is owed at the end of the selected dates. It is available under All channels. A ₹100 card followed by ₹30 spent leaves ₹70 owed. Days without spending keep the previous balance. Expiry does not remove what is owed; deactivation removes it from that date. Dates before recorded balance history, and older inactive cards without a recorded reason, stay unknown. A gift-card balance cannot be filtered by sales channel.

Steps

  1. Open Reports.
  2. Open Finance summary.
  3. Choose your dates using Date range. The starting selection is Today.
  4. Choose All channels, Online store or Point of sale using Sales channel.
  5. Read the totals and charts. A one-day range shows hours in Indian time. Longer ranges group dates by day, month or year according to the range's length.
  6. Select an available section heading to open its detailed report with the same dates and channel.
  7. Select a measure inside Total sales breakdown or Gross profit breakdown to open that measure's detail.

What happens next

Changing dates or channel reloads the available sections. Refresh gets the latest figures again. Print opens your browser's print controls for the summary.

The detailed report uses the shared report editor. You can change its controls, choose Edit query to edit its question, or save a separate report. Editing or saving a detailed report does not change the built-in Finance summary.

For example, ₹100 and ₹200 received, followed by a ₹50 refund, produce ₹250 in Net payments over time. Choosing Point of sale excludes those payments if their orders came from the online store.

Common problems

  • A figure is a dash: there may be no matching records, or the records needed to calculate that figure may be missing or incomplete. The report does not replace an unknown amount with zero.
  • No payments appear for an order: payments use their own transaction dates. Choose a range that includes the payment date.
  • A chart covers only part of a long period: open the detailed report to inspect all loaded rows or export more rows. Totals cover the complete matching period.
  • Finance summary could not be loaded: check the displayed message. If Retry appears, use it to try again. Invalid dates or channels must be corrected.
  • You do not have permission to view reports: ask your store owner to check your report permission.