Advanced reporting inventory reports allow you to dig deeper into your inventory, helping you uncover new insights about your business, like how soon certain products will run out, what to purchase, and where you need to shift slow-moving stock.

Navigate to Reporting > Inventory reports, then select one of the default inventory reports from the tabs or More reports dropdown:

• Inventory summary: an overview of your inventory position at a certain point in time.
• Inventory performance: identify which products, brands, suppliers, and outlets are giving you the best return on your investment.
• Inventory replenishment: helps to plan the purchase of products you reorder frequently.
• Dusty inventory: identify which products to put on clearance or discontinue. Compare the last sale date to the sell-through date to determine if products are moving slower than expected.
• Recently out of stock: helps prioritize reordering by displaying products with zero or negative inventory alongside sales and revenue data.
• Sell through: shows the percentage of inventory sold over a period to further prioritize reordering. Filter by category, brand, supplier, product, outlet or SKU.
• Inventory turns: helps you to better assess your inventory performance and get a comprehensive view of which brands and categories have been driving your business.

You can use the metrics below to further customize your inventory reports to suit your requirements.

Report type

By default, your report will display either products or SKUs (variants). You can also choose to review higher-level trends (brand, product category, etc.).

Click the Report type dropdown and select the report type you want to view. Products in your inventory reports can be grouped by the following:

• Product: Groups products with variants together in one line.
• SKU name: Lists each product, including variant products, individually.
• Brand
• Outlet
• Supplier
• Product category

Once selected, click Search to apply your selection.

Date range

You can choose to review inventory data in a specific period. A great indicator of how the future might pan out is to review a similar period in the past.

Select the Date range dropdown and choose Historical or Forecast.

• For Historical dates, select between All (all time), Specify period, or Specify date.

  

• For Forecast dates, enter a value in the Forecast period field and use the dropdown to select Days, Weeks, or Months. Optionally, check the Factor missed sales into the demand forecast option.

  

Once your desired dates have been selected, click Apply, and then click Search to apply your selection.

Primary measure

Allows you to choose from a variety of metrics. This selection tailors the report to focus on specific aspects of sales performance.

Comparison period

Enables comparison of the selected date range with a secondary time period for analysis.

Filtering results

Filtering results by inventory type

Filter your results to focus on different views of your product catalog. Click More filters and use the Filter results dropdown to select a measure:

• On-hand inventory: only includes products that you have available to sell.
• Low inventory*: only shows products that are below their minimum reorder point or have 1 or less quantity in your inventory.
• All inventory: includes only products that have been included in an inventory movement.
• Out of stock: only displays products that have zero or negative inventory levels.

*Low inventory measure not available for merchants on Basic plan.

Once selected, click Search to apply your selection.

Filtering your results by including or excluding information

You can filter the report by brand, channel, customer, or using another keyword. You can also toggle on and off whether the report will show inactive inventory.

Use the dropdown to select whether to Include or Exclude the filter type. You can include and exclude filters simultaneously by clicking + Include or + Exclude (depending on your initial selection).

The following filter types can be applied to the inventory report:

• Product Name
• Product SKU
• Product category
• Product Tag
• Variant Attributes
• Customer (search by name or email address)
• Customer Group
• Outlet Name
• Supplier Name
• Brand Name
• User

Because you can add multiple filters, it is important to understand the way they work together:

• Adding an extra filter of the same type causes the filters to work as "either/or". For example, Supplier: Nike and Supplier: Adidas will show data for sales with products that have either the supplier Nike or Adidas.
• Adding an extra filter of a different sort causes the filters to work as "and". For example, Supplier: Nike and Type: Shoes will show data for sales with products that have both the supplier Nike and the type Shoes.
• Adding another filter tag of the same sort will give you more results, as it broadens the results you can see already.
• Adding another filter tag of a different sort will give you fewer results, as it restricts the results you can see already.

You can also choose to include inactive inventory in your reporting by clicking the Show inactive inventory toggle. This setting is toggled off by default.

Format results

If you have multiple stores, you can arrange the report by outlet. Click Format results > By outlet > Apply to see customer demand and inventory in each store and plan your stock transfers.

Metadata

When using the Product and SKU name report types, you can see more information about each row.

In the first column, click the + to add columns with additional information. Check the boxes for relevant filters, then click Apply. You can add Supplier code, Brand, Supplier, Category, and/or Tag columns.

Select which product details to include in your report, or select all of these by selecting All. Once you've made your selection, click Apply.

Optional measures

To the right of the displayed columns, click the + to choose a variety of other measures to include.

Check the boxes for the columns you want to be included in your report, then click Update report.

If you are unsure what plan you are on, navigate to Setup > Billing. Your plan will be listed as You’re currently on the X plan.

• Measures available to Core and Plus merchants include:
  • Gross profit: Total revenue minus the total cost of products sold.
  • Customer count: Number of unique customers served.
  • Avg. cost: Average supply price of a single item.
  • Inventory cost: Total value of inventory on hand, using average cost.
  • Retail value (excl. tax): Total value of inventory on hand, using retail price.
  • Current inventory: Current inventory on hand.
  • Start date inventory: Amount of inventory as of the start of the chosen date.
  • Closing inventory: Amount of inventory at the end of the reporting period.
  • Reorder point: Threshold for inventory being low.
  • Reorder amount: Default quantity ordered when added to a purchase order or stock transfer.
  • Return count: Number of sold items returned by customers.
• Measures available to Plus merchants:
  • Revenue: Total value of items sold (minus returns).
  • Revenue (incl. surcharging): Total value of items sold (minus returns) plus payment surcharges collected.
  • Revenue (incl. tax): Total value of items sold (minus returns) including taxes.
  • Margin (%): Percentage of revenue that you keep as gross profit.
  • Sales with Customer: Total number of sales where a registered customer was assigned to the transaction.
  • Sales with customer attached (%): Percentage of total sales with a customer assigned.
  • Sale count: Total number of sales and returns.
  • Items sold: Total number of items sold.
  • Items sold per day: Average number of items sold per day.
  • Avg. items per sale: Average number of items per sale.
  • Avg. sale value: Average revenue earned per sale.
  • Avg. sale value (incl. tax): Average revenue earned per sale including tax.
  • Discounted: Total monetary value of discounts.
  • Discounted %: Average discount given on total sale value (excluding tax).
  • Missed sales: Estimated number of sales missed because of stockouts.
  • Tax: Total amount of tax collected on sales minus tax associated with returned items over the reporting period.
  • Cost of goods sold: Total cost of products sold.
  • Min. quantity: Inventory level that signals it's time to restock the product.
  • Max. quantity: Inventory level reached once stock is received.
  • Inbound inventory: Amount of incoming inventory from dispatched purchase orders and sent transfers.
  • Sell-through rate: Percentage of sold items out of all items available to be sold.
  • Days cover: Estimated number of days current inventory will last.
  • Estimated sales: Total estimated sales, calculated as the sum of items sold and missed sales.
  • Returns (%): Percentage of sold items that have been returned by customers.
  • GMROI: Gross Margin Return On Investment measures how efficiently gross profit is generated from inventory held over the reporting period, calculated as gross profit divided by average inventory value.
  • Inventory turns: How many times inventory has been sold and replaced.
  • Avg. inventory value: Average value of total inventory held over the reporting period.
  • Created: Date this product was first added to your store.
  • First sale: Date the product was first sold.
  • Last sale: Date the product was last sold.
  • Last received: Date the product was last received.

If you have Reorder point and Reorder amount measures enabled on your report, the totals will not show at the top of the report, as these are product-specific data points.

If you sort by a sales metric (e.g. Items sold, Revenue, etc.), then the rows in the table will only contain products sold during the selected period. If you sort by an inventory metric (e.g. Closing inventory) or alphabetically in the SKU name column, then all inventory-tracked products show as rows even if they had no sales or inventory movements during the period.

Exporting the report

Exporting the report will download a copy to your computer.

1. Click Export report.

   

2. Choose XLSX format or CSV format.

The file will automatically download to your computer.

Saving the report

Admin and manager user roles can save customized reports.

What's next?