# \#reporting **URL:** https://community.shopify.com/tag/reporting/587.md [Latest](https://community.shopify.com/latest.md) · [Categories](https://community.shopify.com/categories.md) · [Tags](https://community.shopify.com/tags.md) --- ## [What is your stock worth? The answer turns on what your tool does with the units that have no cost on them](https://community.shopify.com/t/what-is-your-stock-worth-the-answer-turns-on-what-your-tool-does-with-the-units-that-have-no-cost-on-them/697051)
**Author:** [@juhyun\_han](https://community.shopify.com/u/juhyun_han)\ **Replies:** 4\ **Last updated:** [October 15, 2026, 2:30pm UTC](https://community.shopify.com/t/what-is-your-stock-worth-the-answer-turns-on-what-your-tool-does-with-the-units-that-have-no-cost-on-them/697051 "2026-10-15T14:30:10Z")
You want one number: what the stock on the shelf is worth at cost. Shopify holds the quantities and it holds a cost per item field, but it never multiplies the two for you, so the number comes from somewhere else - a rep… --- ## [Keeping historical COGS correct when supplier costs change](https://community.shopify.com/t/keeping-historical-cogs-correct-when-supplier-costs-change/686408)
**Author:** [@josedrobles](https://community.shopify.com/u/josedrobles)\ **Replies:** 2\ **Last updated:** [October 8, 2026, 5:08am UTC](https://community.shopify.com/t/keeping-historical-cogs-correct-when-supplier-costs-change/686408 "2026-10-08T05:08:54Z")
The variant cost field is a \*current\* value. Every time you edit it, Shopify’s own reports recalculate past orders with the new number, so your historical margin stops being true. That is the single most common reason a … --- ## [Do Shopify merchants need scheduled weekly or monthly sales reports by email?](https://community.shopify.com/t/do-shopify-merchants-need-scheduled-weekly-or-monthly-sales-reports-by-email/580335)
**Author:** [@lrsj](https://community.shopify.com/u/lrsj)\ **Replies:** 7\ **Last updated:** [October 2, 2026, 7:14am UTC](https://community.shopify.com/t/do-shopify-merchants-need-scheduled-weekly-or-monthly-sales-reports-by-email/580335 "2026-10-02T07:14:34Z")
Quick question to Shopify merchants: Do you currently have a clean way to automatically receive weekly or monthly sales reports by email (e.g. product or variant sales as CSV or simple PDF), without maintaining compl… --- ## [Shopify Merchants: How Do You Review Your Business Across Sales Channels and Systems?](https://community.shopify.com/t/shopify-merchants-how-do-you-review-your-business-across-sales-channels-and-systems/673400)
**Author:** [@Datahunter](https://community.shopify.com/u/Datahunter)\ **Replies:** 10\ **Last updated:** [September 29, 2026, 5:26pm UTC](https://community.shopify.com/t/shopify-merchants-how-do-you-review-your-business-across-sales-channels-and-systems/673400 "2026-09-29T17:26:49Z")
Hi everyone, I’m researching how small ecommerce merchants who use multiple sales channels and business systems review their overall business performance and reconcile data across those systems. If you sell on Shopify … --- ## [Shopify renamed Returns to Sales reversals. What each number counts](https://community.shopify.com/t/shopify-renamed-returns-to-sales-reversals-what-each-number-counts/686514)
**Author:** [@Oskar\_Sander](https://community.shopify.com/u/Oskar_Sander)\ **Replies:** 1\ **Last updated:** [October 8, 2026, 9:56am UTC](https://community.shopify.com/t/shopify-renamed-returns-to-sales-reversals-what-each-number-counts/686514 "2026-10-08T09:56:07Z")
If your return numbers moved this year without your returns moving, this is why. What changed: Shopify renamed the metrics. “Returns” became “Sales reversals” and “Quantity returned” became “Reversed quantity”. Shopify’… --- ## [I categorized my product as a dried fruit food but its still collecting tax in New Jersey](https://community.shopify.com/t/i-categorized-my-product-as-a-dried-fruit-food-but-its-still-collecting-tax-in-new-jersey/364362)
**Author:** [@CrispyGreen](https://community.shopify.com/u/CrispyGreen)\ **Replies:** 8\ **Last updated:** [September 22, 2026, 8:17pm UTC](https://community.shopify.com/t/i-categorized-my-product-as-a-dried-fruit-food-but-its-still-collecting-tax-in-new-jersey/364362 "2026-09-22T20:17:43Z")
My products are all food products we are using “Shopify Tax” which states the following: Exemptions- Automatic tax rate exemptions for categorized products Sales tax holidays applied automatically Add and maintain … --- ## [How to keep COGS correct when Shopify orders are refunded or returned](https://community.shopify.com/t/how-to-keep-cogs-correct-when-shopify-orders-are-refunded-or-returned/686427)
**Author:** [@josedrobles](https://community.shopify.com/u/josedrobles)\ **Replies:** 0\ **Last updated:** [September 22, 2026, 6:21pm UTC](https://community.shopify.com/t/how-to-keep-cogs-correct-when-shopify-orders-are-refunded-or-returned/686427 "2026-09-22T18:21:02Z")
A negative sales row does not prove that inventory came back, and it certainly does not prove that COGS should be reversed. That single confusion is where most refund-related margin errors start: the refund is real, the … --- ## [Which Shopify report tells you if a discount actually worked?](https://community.shopify.com/t/which-shopify-report-tells-you-if-a-discount-actually-worked/680643)
**Author:** [@Report\_Pundit1](https://community.shopify.com/u/Report_Pundit1)\ **Replies:** 1\ **Last updated:** [September 16, 2026, 3:38pm UTC](https://community.shopify.com/t/which-shopify-report-tells-you-if-a-discount-actually-worked/680643 "2026-09-16T15:38:48Z")
Many stores judge a promo by one thing: orders went up, so it worked. Problem is a code can lift order count and still be a weak campaign. Sometimes it’s just converting people who would have bought anyway, or stacking w… --- ## [Meta reporting fewer purchases than Shopify after the Aug 26 checkout upgrade. Is anyone else seeing this?](https://community.shopify.com/t/meta-reporting-fewer-purchases-than-shopify-after-the-aug-26-checkout-upgrade-is-anyone-else-seeing-this/672772)
**Author:** [@Taras\_claspo](https://community.shopify.com/u/Taras_claspo)\ **Replies:** 12\ **Last updated:** [September 14, 2026, 8:06am UTC](https://community.shopify.com/t/meta-reporting-fewer-purchases-than-shopify-after-the-aug-26-checkout-upgrade-is-anyone-else-seeing-this/672772 "2026-09-14T08:06:59Z")
Hi everyone. I work on the onsite side of a number of Shopify stores, so I end up staring at a lot of dashboards, and since the checkout extensibility upgrade on the 26th a few of them have stopped agreeing with each oth… --- ## [Payments FROM SHOPIFY ONLY do not match total sales FROM SHOPIFY ONLY!](https://community.shopify.com/t/payments-from-shopify-only-do-not-match-total-sales-from-shopify-only/397749)
**Author:** [@dyeshadb](https://community.shopify.com/u/dyeshadb)\ **Replies:** 9\ **Last updated:** [September 9, 2026, 2:49am UTC](https://community.shopify.com/t/payments-from-shopify-only-do-not-match-total-sales-from-shopify-only/397749 "2026-09-09T02:49:29Z")
This has been an absolutely frustrating process. I am trying to complete a DOR tax filing for WA state in which the retail sales need to be reported. So, I pulled a payouts report, to see all the “sales” that should be r… --- ## [Tracking AI-driven profit - 8 checks every Shopify merchant can do now](https://community.shopify.com/t/tracking-ai-driven-profit-8-checks-every-shopify-merchant-can-do-now/666976)
**Author:** [@dolia\_goprofit](https://community.shopify.com/u/dolia_goprofit)\ **Replies:** 4\ **Last updated:** [August 26, 2026, 6:19pm UTC](https://community.shopify.com/t/tracking-ai-driven-profit-8-checks-every-shopify-merchant-can-do-now/666976 "2026-08-26T18:19:07Z")
Hey Community! We’re hosting an AMA about one of the biggest shifts happening in ecommerce right now: AI is moving from helping shoppers research products to helping them discover, compare, and increasingly buy inside A… --- ## [You can now ask Shopify Sidekick about your inventory](https://community.shopify.com/t/you-can-now-ask-shopify-sidekick-about-your-inventory/668517)
**Author:** [@Vlad\_Gerasimchuk](https://community.shopify.com/u/Vlad_Gerasimchuk)\ **Replies:** 1\ **Last updated:** [August 23, 2026, 6:57am UTC](https://community.shopify.com/t/you-can-now-ask-shopify-sidekick-about-your-inventory/668517 "2026-08-23T06:57:38Z")
If you use Shopify Sidekick, it can now answer inventory questions for stores running our app, EZStock (I build it, so read this with that in mind). I wanted to share how it works, since asking Sidekick about stock level… --- ## [Capital Flex payments should NOT be taken out of daily sales summary. It messes up accounting!](https://community.shopify.com/t/capital-flex-payments-should-not-be-taken-out-of-daily-sales-summary-it-messes-up-accounting/659454)
**Author:** [@Roshan\_Richards](https://community.shopify.com/u/Roshan_Richards)\ **Replies:** 2\ **Last updated:** [August 16, 2026, 11:38am UTC](https://community.shopify.com/t/capital-flex-payments-should-not-be-taken-out-of-daily-sales-summary-it-messes-up-accounting/659454 "2026-08-16T11:38:47Z")
I took out a Capital Flex loan with Shopify not realizing that they would take it off the total payout each day instead of doing a separate transaction. Now all of my accounting is showing the capital payments as negativ… --- ## [1099-K numbers not matching up](https://community.shopify.com/t/1099-k-numbers-not-matching-up/393835)
**Author:** [@Lilly01](https://community.shopify.com/u/Lilly01)\ **Replies:** 8\ **Last updated:** [August 10, 2026, 5:18pm UTC](https://community.shopify.com/t/1099-k-numbers-not-matching-up/393835 "2026-08-10T17:18:04Z")
Just received my first Shopify 1099-K and am so confused by it. The gross amount and all of the months listed do not match at all with my reports on Shopify. What am I missing? --- ## [Beta testers wanted - free reporting tool that turns your Shopify/Google data into plain-English reports](https://community.shopify.com/t/beta-testers-wanted-free-reporting-tool-that-turns-your-shopify-google-data-into-plain-english-reports/654635)
**Author:** [@jordanhopkins](https://community.shopify.com/u/jordanhopkins)\ **Replies:** 0\ **Last updated:** [July 24, 2026, 12:52pm UTC](https://community.shopify.com/t/beta-testers-wanted-free-reporting-tool-that-turns-your-shopify-google-data-into-plain-english-reports/654635 "2026-07-24T12:52:04Z")
Hi everyone, I am looking for Beta testers to trial out a reporting tool I have built called ITK, which aims to save Shopify store owners time and money on their Marketing efforts. ITK takes your data from multiple plat… --- ## [What are Metafields, Shopify’s custom data feature, and how can they be used in reporting?](https://community.shopify.com/t/what-are-metafields-shopify-s-custom-data-feature-and-how-can-they-be-used-in-reporting/652085)
**Author:** [@Report\_Pundit1](https://community.shopify.com/u/Report_Pundit1)\ **Replies:** 0\ **Last updated:** [July 16, 2026, 5:03pm UTC](https://community.shopify.com/t/what-are-metafields-shopify-s-custom-data-feature-and-how-can-they-be-used-in-reporting/652085 "2026-07-16T17:03:36Z")
Metafields are custom fields that let you store extra structured information that is not available in standard fields. You can add them to products, collections, customers, orders, and more. Examples Expiration dates … --- ## [Shopify caters to companies that steal your money](https://community.shopify.com/t/shopify-caters-to-companies-that-steal-your-money/645315)
**Author:** [@Bb001](https://community.shopify.com/u/Bb001)\ **Replies:** 4\ **Last updated:** [July 5, 2026, 6:21am UTC](https://community.shopify.com/t/shopify-caters-to-companies-that-steal-your-money/645315 "2026-07-05T06:21:48Z")
Let’s report Shopify they cater to companies that steal your money the better business bureau said there a very bad judge of character or their getting paid to keep quiet. Please join in and let me know how much they’ve … --- ## [Feature Request: Add Annotations to Reports Manually](https://community.shopify.com/t/feature-request-add-annotations-to-reports-manually/644691)
**Author:** [@Ed\_Brazier](https://community.shopify.com/u/Ed_Brazier)\ **Replies:** 0\ **Last updated:** [July 1, 2026, 3:03pm UTC](https://community.shopify.com/t/feature-request-add-annotations-to-reports-manually/644691 "2026-07-01T15:03:16Z")
The new Annotations feature is a great way to contextualise reports. It’s a partial solution to a longstanding problem in e-com reporting. However, the only annotations currently available are automatic, triggered by eve… --- ## [Reporting problems](https://community.shopify.com/t/reporting-problems/573811)
**Author:** [@PK2023](https://community.shopify.com/u/PK2023)\ **Replies:** 5\ **Last updated:** [June 4, 2026, 1:33am UTC](https://community.shopify.com/t/reporting-problems/573811 "2026-06-04T01:33:25Z")
Hello, I am facing two separate reporting problems and I am hoping to find an analytics app that would solve these for me. We are using split orders and currently the total paid amount doesn’t change after the split. … --- ## [Sales email marketing report for price drops](https://community.shopify.com/t/sales-email-marketing-report-for-price-drops/606664)
**Author:** [@jamarzy](https://community.shopify.com/u/jamarzy)\ **Replies:** 4\ **Last updated:** [May 19, 2026, 10:47am UTC](https://community.shopify.com/t/sales-email-marketing-report-for-price-drops/606664 "2026-05-19T10:47:32Z")
Hello, I am trying to run a report for a specific email campaign that used a manual product price decrease, not a discount created in Shopify, e.g., a 10% price drop for 2 weeks. We need to report the sales for each br… --- ## [Net sales showing incorrectly in Shopify Analytics](https://community.shopify.com/t/net-sales-showing-incorrectly-in-shopify-analytics/247669)
**Author:** [@Sharokhr](https://community.shopify.com/u/Sharokhr)\ **Replies:** 6\ **Last updated:** [May 2, 2026, 8:33am UTC](https://community.shopify.com/t/net-sales-showing-incorrectly-in-shopify-analytics/247669 "2026-05-02T08:33:04Z")
Hi, I am trying to find net sales in shopify analytics but it seems to be showing incorrectly. Currently when I look at the ‘total sales breakdown’ (which I thought would show net sales), which subtracts returns and disc… --- ## [Looking for an Average Days on Hand report?](https://community.shopify.com/t/looking-for-an-average-days-on-hand-report/564138)
**Author:** [@AlexandraEllis](https://community.shopify.com/u/AlexandraEllis)\ **Replies:** 8\ **Last updated:** [April 15, 2026, 3:14pm UTC](https://community.shopify.com/t/looking-for-an-average-days-on-hand-report/564138 "2026-04-15T15:14:24Z")
I have been racking my brain trying to find a report that shows me the average “days on the floor” or “days on hand” by product. IE - I received 4 sweaters on October 1st, sold one on October 2nd, and still have 3 in sto… --- ## [Changes in ABC Product Analysis Report](https://community.shopify.com/t/changes-in-abc-product-analysis-report/569474)
**Author:** [@dre\_6](https://community.shopify.com/u/dre_6)\ **Replies:** 3\ **Last updated:** [April 9, 2026, 7:37am UTC](https://community.shopify.com/t/changes-in-abc-product-analysis-report/569474 "2026-04-09T07:37:18Z")
I had a custom ABC Product Analysis report saved in my Shopify Analysis, with the following columns: product title; product variant title; product variant SKU; product variant ABC grade; product type; ending inventory un… --- ## [Should revenue be recorded on the sale date or the settlement date?](https://community.shopify.com/t/should-revenue-be-recorded-on-the-sale-date-or-the-settlement-date/588510)
**Author:** [@webgility\_hq](https://community.shopify.com/u/webgility_hq)\ **Replies:** 3\ **Last updated:** [April 1, 2026, 4:18pm UTC](https://community.shopify.com/t/should-revenue-be-recorded-on-the-sale-date-or-the-settlement-date/588510 "2026-04-01T16:18:58Z")
Recording revenue on the settlement date makes reconciliation with bank deposits easier, but it can shift revenue into the wrong reporting period. Recording it on the sale date reflects true performance, but often makes … --- ## [9 Actionable Steps to Make Better Financial Decisions on Shopify](https://community.shopify.com/t/9-actionable-steps-to-make-better-financial-decisions-on-shopify/587446)
**Author:** [@dolia\_goprofit](https://community.shopify.com/u/dolia_goprofit)\ **Replies:** 11\ **Last updated:** [March 25, 2026, 7:00pm UTC](https://community.shopify.com/t/9-actionable-steps-to-make-better-financial-decisions-on-shopify/587446 "2026-03-25T19:00:34Z")
9 Actionable Steps to Make Better Financial Decisions on Shopify Most Shopify stores can tell you how much they sold yesterday. Fewer can tell you how much they actually kept, which products/channels are truly profitabl… --- ## [Finding Sales Data for Deleted Products in Updated Analytics](https://community.shopify.com/t/finding-sales-data-for-deleted-products-in-updated-analytics/592557)
**Author:** [@Cocochew](https://community.shopify.com/u/Cocochew)\ **Replies:** 2\ **Last updated:** [March 20, 2026, 3:15pm UTC](https://community.shopify.com/t/finding-sales-data-for-deleted-products-in-updated-analytics/592557 "2026-03-20T15:15:00Z")
TLDR - If you’re seeing “none” values for products or missing item-specific sales data in your product reports after migrating to the new Shopify analytics framework (updated October 2024), here’s what’s happening and ho… --- ## [Inventory\_location\_name no longer works for inventory reports](https://community.shopify.com/t/inventory-location-name-no-longer-works-for-inventory-reports/590155)
**Author:** [@mdshuger](https://community.shopify.com/u/mdshuger)\ **Replies:** 4\ **Last updated:** [March 2, 2026, 4:43am UTC](https://community.shopify.com/t/inventory-location-name-no-longer-works-for-inventory-reports/590155 "2026-03-02T04:43:23Z")
There is a thread here just 8 months ago that claimed I could filter by inventory when pulling a report from inventory and inventory by location. Link here: New Month-end Inventory Value report is not filtering by locat… --- ## [Need guidance on enforcing IP when merchant replicates brand identity](https://community.shopify.com/t/need-guidance-on-enforcing-ip-when-merchant-replicates-brand-identity/588771)
**Author:** [@jjongjong](https://community.shopify.com/u/jjongjong)\ **Replies:** 2\ **Last updated:** [February 18, 2026, 5:39am UTC](https://community.shopify.com/t/need-guidance-on-enforcing-ip-when-merchant-replicates-brand-identity/588771 "2026-02-18T05:39:57Z")
Hi everyone, I’m looking for guidance from anyone who has navigated intellectual property enforcement on Shopify. I submitted a trade dress and copyright (DMCA) complaint regarding a merchant who has replicated my bran… --- ## [Need guidance on enforcing IP when merchant replicates brand identity](https://community.shopify.com/t/need-guidance-on-enforcing-ip-when-merchant-replicates-brand-identity/588770)
**Author:** [@heymonchi](https://community.shopify.com/u/heymonchi)\ **Replies:** 0\ **Last updated:** [February 18, 2026, 4:33am UTC](https://community.shopify.com/t/need-guidance-on-enforcing-ip-when-merchant-replicates-brand-identity/588770 "2026-02-18T04:33:26Z")
(topic deleted by author) --- ## [How do you handle accounting for orders that don’t come from Shopify or Amazon?](https://community.shopify.com/t/how-do-you-handle-accounting-for-orders-that-don-t-come-from-shopify-or-amazon/588582)
**Author:** [@webgility\_hq](https://community.shopify.com/u/webgility_hq)\ **Replies:** 0\ **Last updated:** [February 17, 2026, 6:20am UTC](https://community.shopify.com/t/how-do-you-handle-accounting-for-orders-that-don-t-come-from-shopify-or-amazon/588582 "2026-02-17T06:20:03Z")
Not all sales flow through Shopify or Amazon, especially when you factor in phone orders, custom invoices, wholesale reorders, replacements, or in-person transactions. I’m curious how others account for these off-platfo… [Next page](https://community.shopify.com/tag/reporting/587.md?match_all_tags=true&page=1&tags%5B%5D=reporting)