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How to access and export from the Shopify finance report

Mariko Newman avatar
Written by Mariko Newman
Updated over 2 weeks ago

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 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.


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