Shopify sales reports currently face challenges reconciling various order-related "events" like adjustments, returns, and voided sales. We introduced new options to 'Record Keeping' filter for these events to ensure report clarity and accuracy. You can drill through more similar metrics by clicking on
Order ID
in Table widget
The new improvements changes the way in which date-filtering is performed and sets up a new context. There are some pre-configured options and a raw “By Date Filter” option.
By Order Date
- Uses the date of the original order to query the results. This will include anything ordered originally in the date-range. Including edits and adjustments and refunds made to orders in that range.
By Refund Date
- Use of the date of the original order as well as including refunds that occur for orders and will include orders which were refunded during that period.
By Adjustment Date
- Use of the date of the original order as well as including adjustments that occur for orders and will include orders which have been adjusted during that period.
By Event Date
- Use of the date of the event. This will include any events which occurred during the date period. Orders, refunds, adjustments are all included.
By Date Filter
- Uses a specific date column without any additional conditions. Useful for isolating specific events without including extra orders or refunds, etc.