- What is the Financials tab?
- Overview
- My reports
- Templates
- Profit and loss
- Balance sheet
- Quick examples
- Limits and access
- FAQ
The Financials tab is your central place in Synder for reporting and financial visibility. It brings together a self-service report builder powered by AI. Instead of switching between separate tools and report views, you can analyze financial data and generate insights from a single workspace.
What is the Financials tab?
The Financials tab is Synder’s reporting hub. It turns the data Synder gets from your sales channels and payment platforms into the reports you actually use, from sales by product or channel all without leaving Synder or exporting to a spreadsheet.
Here are the pages where you will find in the Financials tab:
| Page | What it is | Who it’s for |
| Overview | A single view of all your saved reports, driven by one shared date range. | Anyone who wants the whole picture at a glance. |
| My reports | Your saved custom reports. You can edit them or delete them from here. | Anyone who needs ecommerce-level reports without leaving Synder or exporting to a BI tool. |
| Templates | A catalog of 16 ready-made starter reports curated by Synder. | Users who want a one-click starting point. |
| Profit and loss | Your Profit and Loss financial statement. | Available to organizations with the Per Transaction sync with QuickBooks Online |
| Balance sheet | Your Balance Sheet financial statement. | Available to organizations with the Per Transaction sync with QuickBooks Online |
Overview
The Overview page is the first thing you land on inside Financials. Once you’ve saved a few reports, it pulls them all into a single view.
How to access it
Open Financials → Overview in the left-side menu.
- Available date range is at the top, with selectable date ranges: Today, Yesterday, Week, 1 Month, 3 Months, 6 Months, 1 Year, or Custom.
Custom ranges available for periods up to 1 year. - The selected range applies to all reports on the page
- Layout toggle in the top-right corner:
Grid view (default): every report visible at once, two per row, great for at-a-glance review.
Tabs view: one report at a time, switched via tabs, great for a focused deep-dive.
My reports
The My Reports page is the home base for your saved reports. From here, you can add a new report, edit an existing one, or remove one you no longer need.
How to access it
Open Financials → My reports in the left-side menu.
How to Build Your Reports
When you click «Add report», a single dialog presents all three paths side by side.
A. Generate with AI
The fastest way to get a working report. No need to know what to group by or which metric to pick.
- Type a prompt like “Top 10 products by revenue for the last quarter, sorted descending” or “Monthly sales totals by country for the past 12 months”.
- Three example prompts are offered as one-click suggestions for inspiration.
- The AI builds the chart configuration (chart type, grouping, metrics, filters, sort, limit) and opens it in the report editor for review.
- A blue “Generated with AI” banner explains why the AI chose this configuration.
- If the result isn’t quite right, “Improve with AI” lets you iterate without starting over.
B. Use a template
The dialog auto-suggests one of the 16 templates as a starting point, with a single «Use this template» button. To see the full set, click «Browse all templates».
C. Start from scratch
Full control over chart type, grouping, metrics, filters, sorting, and limit. Best when you know exactly what you want.
Templates
The Templates page is a catalog of 16 ready-made starter reports curated by Synder. Every template is editable. Once applied, you can tweak it just like a from-scratch report. One click turns a template into your own report (it lands in My reports).
How to access it
Open Financials → Templates in the left-side menu.
The template catalog (16 reports)
| Name | Chart | What it shows |
| Gross Sales (total) | Table | Total revenue for the period as a single KPI number. |
| Gross Sales (monthly trend) | Line | Sales dynamics month over month. |
| Average Order Value (total) | Table | Revenue divided by orders, the average ticket size. |
| Average Order Value (monthly) | Line | AOV trend, month over month. |
| Gateway Fees (total) | Table | Total payment-gateway fees paid in the period. |
| Gateway Fees (monthly trend) | Line | Monthly trend of those fees. |
| Top products by revenue | Table | Top-50 products by revenue, with units sold. |
| Sales by shipping country | Pie | Share of revenue by destination country. |
| Tax summary | Table | Tax collected by rate / tax type, ready for filings. |
| Sales by channel | Pie | Revenue mix across Shopify, Amazon, and other channels. |
| Channels, monthly side-by-side | Stacked bar | Both absolute amounts and channel mix, month by month. |
| Refunds by product | Table | Top-50 products by refunds. |
| Top customers by revenue | Table | Top customers, with count of orders. |
| Income vs Expenses (monthly) | Stacked bar | Mini P&L: monthly income vs expenses. |
| Top expense accounts | Table | Where the money goes, top-25 expense accounts. |
| Refunds (monthly trend) | Line | Monthly refund trend, companion to #12. |
Profit and loss
The Profit and loss page shows your income, expenses, and net profit for a chosen period. This financial statement is available for users on Per Transaction sync mode connected to QuickBooks Online.
How to access it
Open Financials → Profit and loss in the left-side menu, then pick the period you want to review.
What you can do here
- Review revenue, cost of goods sold, and expense categories for any period.
- Compare periods (for example, this month vs. last month) to track trends.
- Drill into specific lines for the underlying detail.
- Export the P&L for sharing or archiving.
> Tip: For a quicker, chart-based view of income vs. expenses, also try the Income vs Expenses (monthly) and Top expense accounts templates. They give you the same story in a visual format and can be saved to your Overview page.
Balance sheet
The Balance sheet page shows your assets, liabilities, and equity at a point in time. This financial statement is available for users on Per Transaction sync mode connected to QuickBooks Online.
How to access it
Open Financials → Balance sheet in the left-side menu, then pick the as-of date.
What you can do here
- Review assets (cash, clearing accounts, accounts receivable, inventory), liabilities (accounts payable, deferred revenue, tax liability), and equity at a chosen date.
- Drill into accounts for the underlying activity.
- Export the report.
Quick examples
A few common questions and how to answer them from the Financials tab.
“How many units of product X did we sell this month across all channels?”
Open My reports, filter by product, group by channel, measure units and revenue, and show it as a bar chart.
“Top 5 customers this quarter.”
Open Templates and apply the Top 5 customers by revenue template for the chosen period.
“Refunds by channel for the period.”
Filter on refunds, group by channel, shown as a pie.
“Sales dynamics by platform, last 6 months.”
Apply the Channels, monthly side-by-side template with the 6-Month preset.
“Mini P&L and where the money goes.”
Combine Income vs Expenses (monthly) with Top expense accounts on the Overview page. For the full statement, open the Profit and Loss page.
“What’s our current cash position and what’s outstanding?”
Open the Balance Sheet for today’s date and review the asset section.
Or, for any of the above, open Generate with AI inside My reports and just type the question.
Limits and access
- Each Synder organization can have up to 6 saved reports. To create a new one after reaching the limit, delete an existing report first.
- Reports support date ranges of up to 365 days.
- In the report editor, preview data is limited to 90 days to keep report building fast and responsive. Saved reports on the Overview page support the full 1-year range.
FAQ
How does the AI know what I want?
You describe the report in plain English; the AI translates that into a chart configuration (chart type, grouping, metrics, filters). You always see the result before saving, and a “Generated with AI” banner explains the reasoning. If the result isn’t right, “Improve with AI” lets you refine it, or you can edit it yourself.
Can I edit an AI-generated report afterwards?
Yes. Once the AI has built it, it’s a regular report. Every field is editable, just like a template-based or from-scratch report.
Can I share a report with a teammate?
Reports belong to your Synder organization, not to an individual user. Every user role sees the same My reports and Overview.
Can I click into a chart to see the underlying transactions?
Not yet. Reports show aggregates today. Drill-down to the transaction level is on the roadmap.
Preview says the range is too large.
Preview is capped at 90 days for performance. The saved report on the Overview page has up to 1 year of data, so save it and view it there.
Need help getting started or have a question this article didn’t cover? Reach out to Synder Team via online support chat or email with any questions you have
