Shopify is a database driven web application. Yet, for some unexplainable reason, you cannot generate a sales history report that incorporates inventory levels. Sidekick suggests that you create two reports and merge them together in spreadsheets! This is crazy. It’s the “Analytics” module. Why can’t i do actual analytics that uses all my available data?
hii @RetailPOSUser
Shopify’s reporting layer is heavily sandboxed. Sales reports and inventory reports are backed by separate datasets and Shopify doesn’t allow cross dataset joins in custom reports. That’s why you can’t natively build a report that combines sales history inventory levels in one view.
Your options today
Export sales + inventory reports and merge externally what Sidekick suggested
Use the Admin API GraphQL to build your own joined report
Use a 3rd-party analytics tool Looker, Power BI, Data Export, etc.
Shopify Plus limited advanced reports, but still no true joins
Thanks
Might be time to build your own business database, really depends on how many sources you’re looking at. As soon as you start to get more complex personalised needs from data then no standardised tool will work unfortunately.
From my point of view. These are basic inventory history reports. I’ve been using them for two decades.
@RetailPOSUser, Yes, as discussed above, Shopify often requires exporting Sales and Inventory reports separately and then reconciling them, which can be time consuming and may lead to confusion or errors.
If you would like a more streamlined approach, you can consider third party options such as Data Export or Report Pundit. Depending on your reporting needs, these tools may help bring Sales and Inventory data into a single view and also support custom reporting with guidance from their teams. You can also create reports like inventory reorder points, inventory adjustment changes, and other inventory focused insights.
Thanks. I used Sidekick to create an admin app that creates the inventory/sales report I need.