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Reports in Stockroom

Fifteen ready-made reports - from Sales, Margin, and Stock on hand to COGS, Inventory roll-forward, Inventory movements, Supplier performance, and Adjustments - each with filters, CSV export, and scheduled delivery by email or Slack.

The Reports page gives you ready-to-use reports for buying, stock, and accounting decisions. Each has its own filters and a CSV export, and any of them can be scheduled to arrive by email or Slack. Pick a report from the menu at the top.

Report types

Eighteen reports, each explained in its own article:

  • Sales, Margin, ABC analysis, Stock on hand, Variants - what sells, what it earns and what you hold now. See Sales, Margin, ABC and Stock on hand reports.

  • Stock on hand by date, Dead stock, Out of stock, Projected shortfall, Vendor purchase history, Supplier performance, Receipts, Landed cost, COGS, Inventory roll-forward, Inventory movements, Adjustments, Last counted - stock over time, suppliers, costs and every movement. See Dead stock, supplier, receipt and cost reports.

Filters and export

Depending on the report, you will have a From/To date range, a Group selector, a Sold at most threshold (dead stock), a Horizon (projected shortfall), an As of date (stock on hand by date), a Cost basis and a "Flag at or below %" margin threshold (Margin), or a Method (Margin, COGS, Stock on hand by date, Inventory roll-forward, Inventory movements, and Adjustments). Inventory movements also filters by movement type. When a report has rows, click Export CSV to download it - each report brings its own columns.

Nearly every report also takes an All vendors, an All product types and an All tags filter. Pick any of them to narrow the report to those products, and the rows, the totals and the CSV all narrow with them - so a filtered export still agrees with what is on screen. The tag filter matches whole tags only, so “aa” never matches a product tagged “aa-extra” - handy when a tag defines an agreed set of products, like the items one supplier replenishes for you. Combine them with Group to answer a specific question: on Landed cost, filter to one vendor and group By product type to see what you spent per category with that supplier over the date range. Supplier performance is the one report without these filters, because on-time delivery and lead time are facts about a purchase order rather than about a product.

Vendor and product type are read from your Shopify catalog as it stands today, not as it was at the time of the receipt or the sale. If you recategorise a product, past receipts follow it to its new vendor and type - which is what you want when reviewing what you buy by category, but worth knowing if you are matching a report against an old invoice.

On a big catalog, the table and the export are deliberately not the same thing. A report lists its top 500 rows so the page stays readable, and tells you underneath when there are more than that. The totals above the table always cover the whole report, and Export CSV gives you every row behind them - so if you are reconciling to your accounts, work from the export and the figures will agree.

Schedule a report

Click Schedule to have the current report delivered on a cadence - as a CSV attachment by email, a Slack message, or both. Choose Daily, Weekly, or Monthly and a send hour; weekly sends Monday, monthly on the 1st, in your store's timezone. The schedule remembers the filters you had set, and date windows roll forward automatically - a monthly Receipts schedule always covers the month just ended.

A report with nothing to say sends nothing - the schedule stays quiet until there are rows. Slack delivery uses the same connection as stock alerts (see Stock alerts by Slack and email).

Good to know

  • The Sales report needs your sales history, which builds automatically after install. If it is still importing, the report tells you and fills in within a few minutes.

  • Revenue tracking began July 10, 2026 - on stores installed before then, earlier dates may show units without revenue.

  • Spend and value figures are kept separate per currency and never blended.

  • A schedule remembers the vendor, product type or tag filter that was set when you created it, and the email and Slack message name that filter - so a recurring report is never mistaken for your whole catalog.

  • Reports are also in the Stockroom web app at go.stockroom.app - the same reports, filters, CSV exports and schedules as in the Shopify admin, so your team can read them without a Shopify login.

  • More reports are on the way - tell us what you want to see.

For an overview of alerts and reporting, see Alerts & reports on stockroom.app.

If the Stock on hand total does not match Shopify's inventory figures, see Why the Stock on hand report differs from Shopify.

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