SyncWith generally matches the behaviour of Shopify's built-in reporting interface when reporting on orders, fulfillments, sales and transactions. It's useful to review Shopify's terminology:
An Order is a collection of 1 or more sales and 1 or more transactions
A Sale is something that causes money to change hands, for example, a user buying a product, a user exchanging a product, a merchant issuing a refund
A Transaction is the money changing hands, potentially including fees, for example, a $35 credit card payment with a 2.8% credit card processing fee
A Fulfillment is the act of delivering the product to the customer
What timezone is used for the date range filter?
For the Shopify embedded reports app, the timezone of your store is used.
For Looker Studio users, the timezone of your store is used.
For Google sheets users, the timezone of your Google Sheet is used. Please see our article on managing timezones in the Google Sheets add-on for more information.
Which data is used for the Day, Month, Week, Hour fields?
SyncWith automatically selects an appropriate field based on the fields selected in your report. The data will be one of:
Transaction created at
Sales Agreement happened at
Fulfillment created at
How does SyncWith decide which orders, sales, transactions, or fulfillments will be included?
In most cases, if you specify a date range filter, your report will include all sales, fulfillments and transactions that happened during that date range. For example, if a user placed an order on October 30th, then returned some of the items on November 2nd, a report limited to the month of November would show that order. However, it would only report the sales activity from the refunds, not from the original purchases.
Can I filter orders by their Created at date?
Yes, by including one of the order-specific fields:
Order
Order ID
Order created at
Order created at date
However, please see the exception in the next question.
Are there exceptions to the date range filtering?
Yes, there are two exceptions:
If no sales metrics are being reported on, transactions will be shown based on whether or not their associated Order's created at date matches the date filter.
If you include one of the order-specific fields (
Order,Order ID,Order created atorOrder created at date), then the date range filtering behaviour changes to include orders based on whether their created at date happened during the date range you specify. This creates a report similar to the Orders tab in the Shopify admin UI.Caution: if you are reporting on order-specific fields and sales, transaction, or fulfillment metrics, note that those metrics will still only include amounts from sales, transactions or fulfillments that happened during your specified date range.
How does the date range filter apply for reports that only report on Customers or Products?
When reporting on things other than Orders, an entry will be returned if the item's Created at date falls within the date range specified.