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How can I filter out shipping and taxes from Net Sales on Putler?

If you need to exclude shipping and taxes from your Net Sales in Putler, here are two ways:

Export Sales as CSV​

To manually calculate the values, follow these steps:

  • Export your sales data as a CSV file.
  • Check out the documentation on how to export: Export Sales Reports.
  • In the exported file, sum the Shipping, Tax, and Fees columns separately to get the respective values.

Use the Transactions Dashboard (For Tax and Fees)​

If you only need to filter out Tax and Fees, follow these steps:

  • Go to the Transactions Dashboard in Putler.
  • Set the date range.
  • Apply the following filters:
    • Status: Select Completed and Refunded.
    • Type: Select Sale and Sale Refund. (If these are the only options under Type, no need to select them manually.)

This will display the Total Amount at the top, which aligns with Net Sales in the Sales Dashboard. Additionally, you can view Tax and Fees separately.

NOTE

The Type filter might not show a certain type Sale/Sale Refund incase there are no transactions of that type in that particular date range.