Reporting (Beta)

Reporting (top nav → Reporting (Beta)) is a self-serve table and chart builder over your Logistified data — products, stock, purchase orders, and orders. Pick a report, filter and group it the way you want, and export the result. It’s different from Reports, which are scheduled emails: Reporting is the page you open and work in right now.

Note

Reporting is in beta — the report list and columns are still growing.

On this page

• What Reporting shows
• What you can do here
• Where to next

What Reporting shows

Opening Reporting shows a hub of report cards — one per report type, covering products, stock on hand, low stock, ABC analysis, best/worst sellers, sale items, purchase orders and purchase order items, stock-take discrepancies, and stock held at your suppliers, plus scorecards for orders and profit. Click a card to open that report as a table (or, on the scorecards, a set of summary tiles).

Note

ABC analysis counts inventory-tracked variants only by default, so its totals won’t match a count of every variant. Turn Tracked only off in the toolbar to include untracked stock.

Note

On Stock at Supplier, a variant linked to more than one supplier has its sales and stock figures repeated on every supplier’s row — grouping by supplier gives an accurate per-supplier picture, but adding those numbers up across suppliers overcounts against your shop total. The supplier credit balance column shows blank rather than zero when a supplier’s credits span more than one currency — see Supplier credits for why.

Note

On SKU / Variant and Products, a Sales channels control in the toolbar lets you narrow the sales columns to specific channels — Online Store, Point of Sale, and so on, plus an “(unknown channel)” option for orders that don’t carry one. It doesn’t hide any rows: every product or variant still shows, but revenue, units sold, and the other sales-based columns only count orders from the channels you picked. Stock, on order, and receipt columns are unaffected.

Inside a report you get:

• Filters — narrow the rows before totals, tiles, and exports are calculated.
• Group by — collapse rows into totals by a dimension (for example, by supplier or vendor), or show one row per record.
• Columns — choose which columns are visible and in what order, from the Columns popover.
• Date range — on reports with sales figures, a picker offering Yesterday, Last 7 days, Last 30 days, Last 90 days, Last 365 days, and Custom range (pick any two dates on a calendar). Each report opens on its own sensible default. Yesterday is exactly the one day before today, not “a period ending yesterday”.
• Locations — see below.
• Table or chart view — the same data as a table or a chart, where the report supports it.
• Views — save your filter, group, column, and sort combination as a view so it comes back next time. Built-in views ship with each report; save your own alongside them.

Scoping a report to locations

Where a report supports it, a Locations control in the toolbar limits the report to the locations you tick. The button reads All locations until you pick some, then the location’s name (or “3 locations”); Clear (all locations) at the bottom of the list resets it.

The scope covers stock, incoming, and reorder-point columns and the sales columns — units sold, revenue, refunds, cancellations, the fixed 3-month and 12-month windows, and the unfulfilled backlog. Sales are attributed by the location an order line was fulfilled from.

Caution

A sale that carries no fulfillment location — an order that was never fulfilled from a location, for instance — counts towards no location at all. So the per-location sales figures won’t necessarily add up to the shop-wide figure you see with All locations selected. Compare like with like: read a location-scoped report on its own terms rather than as a slice of the total.

Filtering by ID

The Shopify ID and Product ID filters — and, on the Purchase order items report, Variant ID — take a whole list at once instead of a single value. Opening one gives three tabs:

• Include — paste IDs into the box (Paste IDs — comma, space or newline separated), then click Add N IDs. Each one lands as its own removable entry; Clear included empties the side.
• Exclude — the same, for IDs you want left out.
• Equals — Enter one ID… for a single exact match.

Full Shopify IDs such as gid://shopify/ProductVariant/1234567890 are accepted and reduced to the plain number for you, and duplicates in what you paste are dropped. The whole list is applied once when you close the filter, so pasting 300 IDs costs one refresh, not 300 — and the collapsed filter chip reads, for example, “Shopify ID: 300 included”. Substring matching (“contains”, “starts with”) isn’t offered on ID columns, because IDs are system-generated and partial matches are never what you want.

Note

The Purchase orders and Purchase order items reports show a single Delivery date column by default: the requested delivery date when one has been set, falling back to the expected delivery date. On the line-items report a line’s own requested date wins over the order’s. The raw Expected delivery and Requested delivery dates are still available as separate columns from the Columns popover.

Note

Filtering by Supplier works in two directions: including a supplier shows only the variants it supplies, using that supplier’s values; excluding one removes every variant it supplies. Excluding the Default supplierDefault supplierA built-in supplier entry that represents "no supplier assigned." Logistified attaches it to every variant by default; you replace it when you set a real primary supplier. Read more → removes every variant that doesn’t have a real supplier assigned, since the Default supplier is attached to all of them.

Note

On Purchase orders and Purchase order items, a Total row sits just under the column headers and sums the money and quantity columns for every row that matches your filters — not just the page in front of you. It fills in a moment after the rest of the table, and hovering it shows how many filtered records it’s totalling. If the matching rows span more than one currency, the money total shows a dash instead of adding unlike currencies together — hover the dash for why, or filter by Currency to get a number. The row only appears when at least one of its columns is visible and there’s at least one matching row. The Purchase order items report also shows a Line total column by default now, since it’s the column the row is built to sum.

What you can do here

Editing prices in a report Click a Price or Compare-at price cell in a report to update it in Shopify directly.

Margins and cost basis What Margin %, Markup %, and Gross profit mean, and which cost they're measured against.

Exporting a report as PDF A printable A4 document of the report on screen, with a warning when the table is too wide for the page.

Beyond that, every report supports:

• Export — download the current view as CSV, XLSX or a printable PDF, or export just the rows you’ve selected.
• Saving a view — fork a built-in view into one of your own, or save changes to a view you already own.

Where to next

• Reports — scheduled email delivery of a saved view, on a recurring cadence.
• Line-item column views — the equivalent saved-column-view idea, applied to a single order’s line-item table.

Last updated: 23 September 2026