How cancelled orders affect your Shopify sales reports

When you've finished editing your orders in Advanced Mode, Edit Order performs a "save-as" by canceling the original order and applying the original payment to the newly edited version of the order. This creates a clear paper trail of what happened with your customers' orders at all times.

Using this workaround causes an unintended consequence with Shopify's built-in Analytics and Reporting. Shopify's reporting will include an order's total even if the order has been canceled, causing sales figures to be doubled.

Note: If you’re an existing user (before October 4, 2021), Advanced Mode is the same mode that you’ve always used.

How to get accurate reporting figures

If you are on the Shopify Advanced plan, or a higher plan, you can filter out any canceled orders in your reports to get accurate figures. A lot of merchants who use our app have been able to use this workaround with no further issues.

Filter out canceled orders from your Shopify reports

Follow the steps below to filter out canceled orders from your report figures. The following steps should work for all sales reports and custom reports provided by Shopify, but not reports listed under Finances (Shopify does not provide filters in the Finances report view).

1. In your reports, click on  Manage filters

2. In the Manage Filters pop up that appears, click on the  Select filter and select Canceled. This is the filter for the order's canceled status. 

3. Next, click on the box labeled  Search and select the No option. This means that the filter will only match orders that are not canceled. 

4. Finally, click on  Apply filters to apply this filter. Your report view should now only include orders that have not been canceled.

For a general guide on filtering your Shopify Reports, please see the documentation article provided by Shopify here:  https://help.shopify.com/manual/reports-and-analytics/shopify-reports/filter-and-edit#filter-your-reports

Next: