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Financials

Export and interpret financial reports

Choose the reporting scope, read rankings and charts, and download accounting-ready CSV or Excel rows.

Choose the period and store first

Select Today, Yesterday, This week, This month, Last month, This year, or All time, then choose the store whose currency and orders you want to report.

Meldsy Financials page with store and reporting-period controls.
Set the store and period before reading totals or downloading a report.

Read the summary before exporting

  • Gross sales includes completed order revenue in the selected scope.
  • Estimated profit includes only orders whose financial and shop-cost inputs are ready.
  • Estimated margin is based on the orders with profit estimates.
  • Marketplace net payout is shown only when the connected marketplace provides the required payment data.
  • Ranking and chart results follow the same store and period filters.

Keep unlike currencies separate

Meldsy does not add sales in different currencies into one misleading total. Choose one store when All stores includes more than one currency. A single store that has sales in multiple currencies also requires separate reporting.

Download CSV or Excel

The file includes the entire selected period even when the on-screen table shows only the twelve most recent rows.

  1. Scroll to Exports.
  2. Choose Daily, Weekly, or Monthly grouping.
  3. Open the format menu and choose CSV or Excel.
    Meldsy financial report with grouping and CSV or Excel export controls.
    Choose the row grouping and file format after setting the reporting scope.
  4. Save the downloaded file in your accounting records.

Review pending and missing values

Each report row shows pending estimates and missing seller-paid shipping counts. Resolve those items before treating estimated profit as final.