Customize your Inventory Reports

  Plan availability 

  Lite*   Pro   Enterprise    |     Advanced  

 

You can customise any of the inventory reports to extend or change the insights you can find.

Report Type

By default, your report will display either products or SKUs (variants). You can choose to roll things up to review higher-level trends (Brand, Product Type etc).

Click the Report Type dropdown and select the report type you wish to view. Once selected, click Search to apply your selection.

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Measure

Filter your results to focus on different views of your product catalogue. Click the Measure drop down and select a measure to suit your requirements:

  • All Inventory includes all active products
  • On-hand inventory will only include products that you have available to sell.
  • Low stock will only show products that are below their minimum Reorder Point.

Once selected, click Search to apply your selection.

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Date Range

You can choose to review performance 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 click Date Range. Here you can specify your desired date range by selecting a From date and To date.

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

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Format Results

Have multiple stores? Add outlet as a second dimension to see customer demand and inventory in each store and plan your stock transfers.

Click Format Results and select By Outlet, then click Apply.

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Metadata

See more information about each row by clicking the + (plus) icon. What’s available depends on the Report Type you select.

Under here, you will see some product details you can choose to include in your reports such as the SKU, Supplier Code, Brand, Supplier, Type and Tag.

Once you've made your selection, click Apply.

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Optional data measures

If you would like to dig deeper you can add even more information by clicking the + (plus) on the right side of the report table to access additional measures.

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The options here include:

  • Sales measures like Revenue, Customer Count, Last Sold Date.
  • Cost measures like Inventory Cost and Average Item Cost.
  • Performance measures like Weeks Cover and Sell-Through Rate.

Explore in the app to see what measures are available and what each one means.

(Click to enlarge)

The following optional measures are only available to Pro, Enterprise and Advanced plan retailers will also:

  • Avg. Items per Sale: Average number of items per sale.
  • Avg. Sale Value: Average transaction/sale value.

  • Avg. Sale Value (tax included): Average transaction/sale value including sales tax.

  • Discount %: Discount amount given on total sales amount (excluding tax)

  • First Sale: Date the product was first sold.

  • Item Sold: Total number of items sold in the specified period.
  • Last Sale: Date the product was last sold.

  • Sale Count: Total number of sales and returns in the specified period.

*Low stock measure not available for Lite plan retailers

Once you've made your selection, click Update Report to apply them.

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