How cancelled orders affect your Shopify sales reports

Once you complete your edits, 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 ensures that there’s a clear paper trail of what has happened with the order at all times. All apps that edit orders in the Shopify app store have settled on taking this approach as well.

PLEASE NOTE: This cancelling technique 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 cancelled, causing sales figures to be doubled.

In this article

How to get accurate reporting figures

Fortunately, there is a simple workaround to this issue. If you are on the Shopify, Shopify Advanced plan, or a higher plan, you can filter out any cancelled orders in your reports to get accurate figures. Many merchants who use our app have been able to use this work around with no further issues.

Filter out cancelled orders from your Shopify reports

Follow the steps below for how to add a filter to your reports that will filter out cancelled orders from your 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). 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

1. In your reports, click the Manage Filters button
Screenshot-2018-01-12-09-35-34.png 2. In the Manage Filters pop up that appears, click on the Select filter box and scroll down in the dropdown to the Orders heading and select Canceled. This is the filter for the order's cancelled status.
Screenshot-2018-01-12-09-35-47.png 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 cancelled. 

Screenshot-2018-01-12-09-36-58.png4. Finally, click the purple Apply filters button to apply this filter. Your report view should now only include orders that have not been canceled.

Long-term solution

We have developed a solution for this issue, but upon testing we found that it can cause more problems for accounting--just in a different area. Shopify has a couple things on their roadmap to address this issue, and we are working with them to make sure that this gets resolved. We have redirected our efforts toward working with Shopify on a platform-level fix.

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