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
Sales - units and revenue sold and refunded from your sales history, by product, vendor, or location, with margin estimated at each item's current cost. Numbers come from up to 2 years of orders, refreshed nightly.
Margin - what you actually made: net revenue against cost of goods, ranked by gross profit, with margin bands, a below-threshold flag list, GMROI, and sell-through. Uses your real receipt costs where costing history covers the sale, or each item's current cost. See The Margin report for the full guide.
Stock on hand - your current stock position and its value at cost, by product, vendor, or location. A live read of today's inventory, handy for month-end.
Stock on hand by date - your stock position and its value at cost on any past date, rebuilt from receipts, sales, adjustments, and counts under FIFO or weighted average - the year-end bookkeeping number. History reaches back to your costing start date, and figures are per item across all locations.
Dead stock - stocked products that barely sold in the window, sorted by the value tied up. Your clearance-planning list. Set the window and a "sold at most" threshold; the default window is 90 days. Products added to Shopify during the window are left out - a new product with no sales yet is new, not dead.
Projected shortfall - items on track to run short within your horizon at current sales rates, after counting incoming purchase orders by their expected dates. "Short" means incoming stock does not recover it in time - items a dated PO catches are shown as covered, not short.
Vendor purchase history - purchase orders per supplier: order counts, units ordered and received, and spend. Totals are kept separate per currency, and imported Stocky history counts.
Receipts - every receipt line in the period: what arrived, when, from which supplier and purchase order, at the costs booked when receiving. Set the dates to a month for a month-end receiving log.
Landed cost - what received stock actually cost, including each receipt's share of shipping, duties, and fees, grouped by supplier, product, or PO.
COGS - cost of goods sold and ending inventory value from your real receipt costs, under FIFO or weighted average. See The COGS report for the full guide.
Last counted - when each stocked item was last physically counted at each location, stalest first - never-counted items lead. Your cycle-counting worklist: you can start a stocktake scoped to the least recently counted items straight from it.
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, and stock on hand by date). When a report has rows, click Export CSV to download it - each report brings its own columns.
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.
More reports are on the way - tell us what you want to see.