There are a few ways you can access your Shopify finance report. This article will detail the steps you can take.
The first option is to navigate to the Shopify finance report directly from your A2X account.
In your A2X for Shopify account, either click on the 'Reports' header and click 'Finance report' OR click on 'View finance report' on the right-hand side of your Home page.
From here you will see the A2X finance summary report. Within the 'about this report' section you can navigate to your Shopify accounts finance report by clicking on the blue 'View Shopify's version of this report'.
This will take you straight to your Finance summary' report:
The second option is directly within the A2X for Shopify finance report pages reconciliation box. In the image below you can see the 'Reconcile' button. When you decide to use the reconciliation report feature, you will choose what data you are wanting to compare and then you will click the 'reconcile' button.
When clicking the 'Reconcile' button a pop up box will appear. This step will ask you to access your Shopify finance report with a direct link to the page and this is how you will be redirected to your Shopify finance summary report.
The third option to find the Shopify Finance report is directly within your Shopify store account. You can click on the 'Analytics' heading on the sidebar. This will expand the option for you to click on 'reports'.
Once in the Reports section, the report you will need to locate is called 'Summary'. You can either scroll through the list or you can type it in the search bar.
How to export a csv. file for your Reconciliation Report
This article will guide you on how to export a csv. from Shopify and upload it into your A2X reconciliation report feature.
First step is to start creating a Reconciliation Report for Shopify in A2X as shown above. This will take you to this view:
Once you click on 'Shopify report here' you will be taken to a report in Shopify.
Export your report by clicking on the three dots menu on the top right of your page.
The final step to complete the export and import process to A2X, is to browse for the specific file, in this example we are looking for the gross sales, and you can then click 'submit' once the correct file has been selected:
Once submitted A2X will redirect you to the Reconciliation report page where you will be able to view the comparison progress:
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