Global Filters let you exclude orders you do not want counted in profit, P&L, or any Shopshot report. Find them under Settings > Global Filters. These rules apply everywhere, to every number, until you change them. They are how you keep wholesale, test, and staff orders from distorting the picture.
[Screenshot placeholder] The Global Exclusion Rules page with the "62 orders are included in analytics" summary and the rule groups below
What "excluded" means
Matching orders stay in your Shopify and Shopshot data. They are only removed from analytics after a recalculation. A summary at the top shows how many orders are currently included, so you always know the size of the set you are reporting on. Because exclusions are non-destructive, you can loosen or tighten them any time without losing the underlying orders.
The rule groups
Each group shows how many orders it currently excludes and expands to configure.
Group | What it excludes | Typical use |
Payment status | Orders by payment lifecycle stage | Exclude Authorized or Pending to count only captured money |
Order status & type | Cancelled, zero-value, and POS orders | Cancelled is excluded by default; add zero-value and POS if needed |
Sales channel | Orders from specific channels | Separate wholesale or a marketplace channel |
Shipping destination | Orders to selected countries or regions | Exclude a region you do not want in analytics |
Tags & discount codes | Orders matching order tags, customer tags, product tags, or discount codes | Staff-purchase codes, influencer gifting, fraud-flagged orders |
Tags and discount codes in detail
An order is excluded if it matches any listed value. Order Tags and Customer Tags exclude by a tag you list. Product Tags exclude the entire order if any product in it has the tag. Discount Codes exclude orders that used any of the exact codes you list, for example a staff code like BLACKFRIDAY.
[Screenshot placeholder] The Tags & discount codes section with the Discount Codes search open showing selectable codes
Common questions
Do excluded orders disappear from Shopify? No. They remain in Shopify and in Shopshot's raw data. They are only left out of analytics.
Cancelled orders are already excluded. Can I include them? Yes. Cancelled is excluded by default because it rarely represents real revenue, but you can change it.
Do changes apply immediately? They apply after you save, and Shopshot recalculates so every report reflects the new rules.
Next step
See the most useful exclusion setups for real stores, ready to copy. → Global Filters recipes
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