Example Inventory Custom Reports

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Sell Through Report

This report allows you to see how quickly items created by a specific user are selling.

Base

Inventory

Fields

Item Name, SKU, Date Created, Last Sold Date, On Hand Qty, Sold Qty

Filters

Created by User is ____

Best Selling Item

If you're curious what your best selling item is for a particular category for a defined time frame you can run the following report. Make sure to sort by either Quantity Sold or Total Sold Price after running the report.

Base

Sold Inventory

Fields

Item Name, Quantity Sold, Sold Date, Sold Price, Total Sold Price, Category, Consignor ID, Consignor Full Name

Filters

Category is ____, AND Sold Date is after ____, AND Sold Date is before _____

In Stock Inventory

Looking for items that are in stock with additional filters? This custom report will get you started.

Base

Inventory

Fields

Item Name, SKU, Barcode, On Hand Qty, Current Price, Total Current Price

Filters

On Hand Qty is greater than 0

If you want to see only consigned inventory add an additional filter for Is Consigned is TRUE. Use FALSE instead if you only want to see store owned inventory.

Sold Without Consignor

When an item is sold without a consignor it sells as store owned inventory. This report will show those items.

Base

Sold Inventory

Fields

Sold Date, Item Name, Sold Price, Quantity Sold, Total Sold Price, Sold By User

Filters

Is Consigned is false, AND Sold Date is after ____, AND Sold Date is before ____

 

Inventory Cost

Any store owned items should have a cost tied to them. This is how to find the cost of each item in your inventory.

Base

Inventory

Fields

Date Created, Item Name, SKU, Cost, On Hand Qty, Total Cost, Status

Filter

On Hand Qty is greater than 0

Screenshot 2024-10-15 at 11.40.17 AM.png

https://help.shopify.com/en/manual/fulfillment/managing-orders/refunding-orders

Find Buys For the Year (or any date range)

When you buy items at checkout from customers this is how to find out what you've bought for the year.

Base

Inventory

Fields

Last Buy Date, SKU, Item Name, Buy Count, On Hand Qty, Cost, Retail, Barcode, Brand, Color, Size

Filter

Buy Date is after ____, AND Buy Date is before ____

 

Cash and Store Credit Buys

Note this is a Custom Transaction report, not inventory because payments are on a transaction level but it can give more context to the above report.

Base

Custom Transaction

Fields

Sold Date, Buy Total, Store Credit, Cash, Invoice #, Customer

Filter

Is Buy ____, AND Sold Date is after ____ and Sold Date is before ____

Screenshot 2024-09-16 at 9.26.56 AM.png

 

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