How does the Financial overview of my webshop work?

Answer

The Financial overview shows the revenue, payments, VAT and margin of your webshop and POS orders over a period. You filter by date, category, product and employee and export it to Excel or PDF.

Where to find it

Settings > Money and figures > Reports (/Settings/WebshopFinancialReport). The page is called Financial overview.

Explanation

At the top, choose the period and optionally a category, product or user and click the magnifying glass. Below the filter bar are blocks with the number of orders, the number of products sold, the revenue, the employee with the highest turnover, the payment methods, the order types, the channel, the VAT by rate, what is not included in revenue, the margin and at the bottom the orders themselves. For Export and Print, without a date, today applies in your shop.

• Step 1. Choose Date as of and Date to. Use the - and + buttons to move one day.
• Step 2. Optionally choose a Category; the Product list then shows only the products of that category.
• Step 3. Click the magnifying glass to load the overview. Click the eraser (Clear) to empty all filters.
• Step 4. Use Export for an Excel file (one sheet per part) or Print for a PDF, with the same filters.

Buttons and settings

Name	What it does	When to use it	Note
Date as of	The first day of the period.	Always, if you are not looking at today.	Date in the form dd-mm-yyyy.
Date to	The last day of the period.	Same.	-
Category	Limits the overview to one product category: All categories or a name.	To see the revenue of a group.	If you choose a category, the Product list changes with it.
Product	Limits the overview to one product: Select products or a name.	To check one product.	If you search on a product or category, there are two revenue amounts: Turnover of this selection and below it Whole orders, the revenue of the complete orders that contained the product.
User	Limits the overview to the sales of one employee: All users or a name.	To see what one employee sold.	The list comes from the chosen period and is updated with every search.
Search (magnifying glass)	Loads the overview with the chosen filters.	After every change of the filters.	-
Clear	Empties the filters.	To start over.	-
Export	Downloads the overview as an Excel file.	For your accountant.	Not shown in the POS view.
Print	Creates a PDF of the overview.	For a printout.	Not shown in the POS view.
Own consumption	Opens the Own consumption overview per month and per year.	If the Own consumption feature is on.	See Where do I see the revenue and figures of my webshop?
Foreign VAT report (OSS)	Opens the quarterly report per country for the OSS return.	If you sell to other EU countries.	See How does OSS VAT work in my Jimani webshop?
Quantity of orders and Quantity of products sold	The counters at the top.	For a quick picture.	-
Total revenue	The revenue of the period, with Excl. VAT below it.	For the revenue.	The same revenue (excl. VAT) as on the end-of-day receipt.
Employee with highest turnover	The name and revenue of the best seller in this selection.	For an overview per employee.	The Employees block shows all employees from high to low.
Payment method	The amount per payment method, as on the end-of-day receipt, with Of which tips.	To check cash and card.	-
Order type	The number of orders per type: Pickup, Delivery and Eat here (for a shop Sale).	To see how guests order.	-
Channel	The number of orders via Online store, Kiosk and POS.	To see where the revenue comes from.	-
VAT by rate	Per VAT rate the VAT and the revenue excl. VAT.	For your VAT return.	-
Not included in revenue	Cancelled, Practice and Refunded with quantity and amount.	To see what does not count.	Cancelled and practice receipts do not count in the revenue, just like on the end-of-day closing. Refunded amounts have already been deducted from the revenue.
Margin and register result	The revenue excl. VAT with cost price, the Cost of goods, the Gross margin, the Transaction fees (card fees) and the Register result.	To see what you earn.	The margin only concerns revenue with a known cost price; enter the cost price at the product. Fixed costs such as rent and staff are not included.
Total, Quantity, Revenue excl., Cost, Margin	The columns of the margin per category or per product.	To see which group yields the most.	An asterisk means the cost price is not known for part of the sales.
Orders (list at the bottom)	Every order with Payment method, Date, Order number, Channel, Quantity, Product, Price and Order type.	To find an order again.	Use Back and Next to page through.

Messages

Message	What it means	What to do
No data found.	There are no orders for this selection.	Adjust the period or the filters.
These products are not counted in the margin. Enter the cost price at the product, then they count.	No cost price is known for these products.	Enter the cost price at the product.

Related

Where do I see the revenue and figures of my webshop?

Keywords: webshop financial overview, revenue per product, revenue per employee, VAT by rate, POS margin, export report

Last checked: 2026-10-16

Translated from the Dutch knowledge base; the Dutch version is leading.