Order Transactions dashboard

The Order Transactions dashboard brings every payment transaction from all your connected Shopify stores into one list. Instead of opening each store to trace sales, captures, authorizations, and refunds — with their fees and net amounts — you get a single view you can filter, sort, and export.

Opening the dashboard

In the left sidebar, go to Data → Orders → Transactions, or visit /orders/ordertransactions directly.

If a connected store is missing the access scope EcomSolo needs to read transactions, a small badge appears next to the menu item — open the dashboard and a banner shows which stores need re-authorizing.

What you'll see

Each row is one transaction, with these columns:

ColumnWhat it shows
Transaction IDThe transaction's identifier.
OrderThe order the transaction belongs to.
KindThe transaction kind (e.g. Sale, Capture, Authorization, Void, Refund).
StatusThe transaction status (Success, Pending, Awaiting response, Failure, Error, Unknown).
GatewayThe payment gateway the transaction went through.
StoreWhich connected store the transaction belongs to.
AmountThe transaction amount in its settlement currency.
FeeThe processing fee on the transaction.
NetThe amount after fees.
ProcessedWhen the transaction was processed.
Payment IDThe payment identifier.
TestWhether it's a test transaction (Yes, No).
Authorization codeThe gateway authorization code (hidden by default).
Settlement currencyThe currency the transaction settled in (hidden by default).
CreatedWhen the transaction was created (hidden by default).

Use the column picker to show, hide, and reorder columns and set your default sort; the dashboard remembers your choice.

Filtering and searching

Narrow the list with filters for Stores, Kind, Status, Gateway, Order, Payment ID, Test, Created At, and Processed At, then sort by any column. The Gateway filter lists the gateways actually present in your data. This makes the common questions one click away — "all sales through one gateway this month", "failed or pending transactions across every store", "every refund transaction against a specific order".

Exporting

Open the Export Builder from the dashboard to download transactions as CSV or Excel. You choose the scope:

  • Current page — just what's on screen.
  • Filtered — everything matching your current filters.
  • Selected — only the rows you tick.
  • All transactions — the full list across your stores.

Pick the columns you want, and download. If you export the same shape regularly, save it as a template so it's one click next time, or set up a recurring schedule from the Schedules view.

Tutorial: export a month of sales transactions for reconciliation

A quick walkthrough of a common job — pulling every settled sale in a date range, across every store, and handing it to finance as a file.

  1. Open Data → Orders → Transactions from the sidebar.
  2. Set the Processed At filter to the month you're reconciling.
  3. Set the Kind filter to Sale (and Capture if you capture separately) and the Status filter to Success.
  4. Add a Gateway or Stores filter if you want to focus on one payment provider or store.
  5. Use the column picker to show the columns finance needs, such as Order, Amount, Fee, and Net.
  6. Open the Export Builder, choose the Filtered scope, pick your columns, and download a CSV or Excel — a ready-to-reconcile payments report.

Permissions

Account owners always have access. For team members, access is controlled by the View Order Transactions permission — without it, opening the dashboard shows a "no access" message. Grant it from your team member's permissions.

FAQ

Does the Order Transactions dashboard show transactions from all my stores at once? Yes — every connected store's transactions land in one list. Filter by Stores when you want to focus on a single store.

What's the difference between Amount, Fee, and Net? Amount is the value of the transaction, Fee is the processing charge taken by the gateway, and Net is what's left after the fee — the amount that actually settles to you.

Can I export only the transactions I've filtered to? Yes. Open the Export Builder and choose the Filtered scope to export exactly what matches your current filters — or Selected for just the rows you tick.

A store shows a warning badge next to Transactions — what does it mean? That store is missing the Shopify access scope EcomSolo needs to read transactions. Re-authorize the store and the badge clears.

Can team members see this dashboard? Only if they have the View Order Transactions permission. Account owners always have access.