Getting a complete monthly payout report from your Shopify store is easier than you might think. Whether you need it for accounting, tax purposes, or just to track your business performance, Shopify provides several simple ways to access this information.
The easiest method: Using your Shopify admin
The quickest way to get your monthly payout report is through your Shopify admin dashboard. Here’s how to do it:
- Log into your Shopify admin
- Go to Settings, then click on Payments
- Under the Shopify Payments section, click “View payouts”
- Use the “Payout date” filter to select your desired time period
- Click the export button at the top of the page to download your report
The payout date filter gives you several options including the last 30 days, last 12 months, or a custom date range. This means you can easily generate reports for any specific month you need.
What information you’ll get
Your exported payout report will include:
- Individual payout dates
- Payout amounts
- Transaction fees
- Processing fees
- Net amounts received
- Payout status (paid, in transit, etc.)
Getting more detailed transaction data
If you need even more detail about individual transactions, you can also export your transaction data. This will show you the processing fees and other charges associated with each sale.
From the same payouts page, look for an option to export transactions. This gives you a breakdown of every single transaction that contributed to your payouts.
Alternative methods
Partner dashboard
If you’re a Shopify Partner, you can access payout reports through the Partner Dashboard:
- Go to the Partner Dashboard
- Click on Apps, then Payouts
- Select your date range
- Download the report
Tips for better reporting
Shop owner should set up a regular schedule for downloading your reports. Many businesses do this monthly for accounting purposes.
You’ll likely need these records for tax purposes so keep your exported files organized by date and store them safely.
If you notice any discrepancies in your payouts, contact Shopify support immediately. The payout reports can help you identify any issues quickly.
Common issues and solutions
Sometimes payouts might show as “in transit” rather than “paid.” This is normal and usually means the money is on its way to your bank account. Processing times can vary depending on your bank and location.
If you can’t find the export button, make sure you have the right permissions on your Shopify account. Only account owners and staff with financial permissions can access payout data.
Final thoughts
Generating monthly payout reports in Shopify doesn’t require any technical knowledge or complex procedures. The built-in tools in your admin dashboard provide everything most businesses need. Start with the simple admin method, and only consider more complex solutions if you have specific requirements that aren’t met by the standard reporting features.
