Finances reports
You can view key finances information for your business in the Finances reports.
How to access
- Log in to your Genstore Merchant dashboard.
- Navigate to Analytic → Reports in the left menu.
- Locate financial reports under the Finances section on the Reports Summary page.
- Click any report title to view comprehensive metrics and granular data.
Data refresh frequency
Reports are automatically refreshed every 4 - 5 seconds. You can also manually refresh the page to ensure you are viewing the latest financial data.
Finances report categories
Click on the report types below to learn more:
Payment amount vs sales amount
Payment amount refers to the total amount of funds received from customers, as displayed in Finances reports. This includes actual payments made by customers through various methods (e.g., credit cards, bank transfers). Finances reports reflect cash inflows based on these settled payments.
- Gross payments = Gross sales - Discounts + Taxes + Shipping fees
- Net payments = Gross payments - Net returns
Sales amount represents the total income from all created orders, as shown in the Sales report. It calculates revenue generated from sales activities, including adjustments such as gross sales, discounts, returns, taxes, shipping fees, and other charges. Total sales reflects business performance, not actual cash flow.
- Total sales = Gross sales - Discounts - Return amount + Taxes + Shipping fees + Other charges
- Gross sales = Product price × Quantity ordered
- Net sales = Gross sales - Discounts - Returns
TIP
Since Total sales includes returns, it may display negative values. For example, if returns on a given day exceed sales, Total sales for that day will be negative.
Differences between payment amount and total sales
The discrepancies between Total sales and Payment amount are primarily due to:
- Reporting focus:
- Total sales (Sales report): Focuses on sales data from all created orders, including gross sales, discounts, returns, etc.
- Payments (Finances report): Focuses on actual settled payments, reflecting customer payment status, regardless of whether orders are fully paid.
- Time frame differences:
- Total sales and Payment amount may fall into different reporting periods. For example, a customer places an order in May and completes payment, but the funds might settle in June. In this case, the order’s Total sales appears in May’s Sales report, while the Payment amount is reflected in June’s Finances report.