The Profit & Loss (P&L) report gives you a clear snapshot of your store’s financial performance for any date range. See revenue, costs, and profit in one place—then drill into details like ad spend by channel, custom costs,... Use it to spot what’s driving margin changes and make faster decision
On this page
Heads up:
To view this report, you need to:
Upgrade to the Advanced plan or higher. (Basic plan doesn’t include the P&L report.)
Use a Viewer or Admin role. If you’re on another role like editor, ask your store owner/admin to change your role to Viewer or Admin so you can access the report.
How to view your P&L Report
From the left menu, go to P&L Report.
In the top-right of the P&L Report, pick a date range and a display interval (Daily/Weekly/Monthly).
How to read the report
After you pick a date range, the table below lists all key metrics for your store.
Tip: Scroll the table and see expandable details (e.g., ad spend by channel or custom cost).
Metrics | Note (if any) |
Gross Sales |
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Discounts |
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Returns |
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Tax Collected |
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Shipping Charged |
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Revenue | Revenue = Gross Sales - Discounts - Returns + Taxes Collected + Shipping Charged + Custom Revenue |
COGS |
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Shipping Costs |
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Transaction Fees |
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Total Ad Spend | Expandable by integrated ad channels: e.g., Facebook Ads, Google Ads |
Taxes Paid |
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Custom Cost | Expandable by categories: e.g., Marketing |
Total Costs | Total Costs = Cost of Goods Sold + Handling Fees + Shipping Costs + Total Ad Spend + Transaction Fees + Custom Costs + Taxes Paid |
Tips |
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Gift Card Sales |
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Gross Profit | Gross Profit = Revenue + Tips + Gift Card Sales - COGS - Shipping Costs - Transaction Fees - Handling Fees |
Net Profit | Net Profit = Revenue + Tips + Gift Card Sales - Total Costs - Taxes Collected
In case: in the Calculation Preferences Section, you checkbox the option: so the formula will be:
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Net Profit Margin | Net Profit Margin= (Net Profit ÷ Revenue) × 100% |
Click Export to download your P&L as CSV or Excel
Find previous exports in Exports.
If you need more help, chat with Support or use Ask Fin in the app—tell us what you’re trying to see in your P&L and we’ll guide you.