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SHOPIFY SALES REPORTING

Okapi Shopify Sales Analyzer

Step-by-step instructions

Import Shopify-style sales CSV data and summarize revenue, discounts, refunds, costs, profit, margin and average order value.

VIEW PRODUCTSTART INSTRUCTIONS ↓

01

Before you start

  • Install and open the program.
  • Export the desired Shopify order data as CSV.

Windows installation: Download the customer ZIP from Payhip, extract it, open the Setup file and follow the installation prompts.

02

Step-by-step

  1. 1

    Import the sales CSV.

  2. 2

    Confirm the sales, discounts, refunds and cost columns are recognized.

  3. 3

    Review order count, revenue, costs, profit, margin and average order value.

  4. 4

    Investigate unusual totals in the original CSV.

  5. 5

    Export the summary for your records.

VISUAL QUICK GUIDE

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Main features and the easiest first task, on one printable sheet.

Okapi Shopify Sales Analyzer anime quick guide

03

What each main feature does

Shopify-style CSV import

Use this feature as part of the numbered workflow above. Review the on-screen result before saving, downloading or continuing.

Revenue, discounts, refunds and costs

Use this feature as part of the numbered workflow above. Review the on-screen result before saving, downloading or continuing.

Profit, margin and average order value

Use this feature as part of the numbered workflow above. Review the on-screen result before saving, downloading or continuing.

04

Save or export your work

Keep the original CSV and exported summary together.

05

Troubleshooting

  • If a button does nothing, complete the earlier steps and make sure the required file or device is selected.
  • For Windows programs, close and reopen the program after connecting a new device.
  • Compare matching date ranges.
  • Add product and shipping costs when the source export does not contain them.

Your files stay on your device unless the app clearly tells you that an upload is required.