Reports
Premium Report - Low/High Margin Products
Low/High Margin Products This report shows your lowest/highest margin products that are active on your storefront. This is often useful for merchants who need to see which products make them the least/most money so they can make necessary ...
Report - Product Pick List
Product Pick List This report shows you a summary of all of the items that need to be fulfilled on any Unfulfilled/Partially Fulfilled orders. This is often useful for merchants who need to know the total number of each item that needs fulfilling so ...
Premium Report - Fulfillments by Location
Fulfillments by Location This report shows you a list of all your recently fulfulled orders broken down by Fulfillment Location. This is often useful for merchants who fulfill out of multiple warehouses and need to determine their relative ...
Premium Report - Winback Customers
Winback Customers This report shows you a list of Customers who have not made a purchase for some time (default - last 60 days). This is often useful for merchants who are looking to target them for future campaigns so they'll return and make a ...
Premium Report - Realized Gains and Losses
Realized Gains and Losses In currency conversion terms, a Realized Gain/Loss occurs when the exchange rate has changed between the time of sale and when the payment is collected. If the exchange rate becomes more favorable between the two, you have a ...
Premium Report - Month-end Inventory Snapshot
Month-end Inventory Snapshot Included as part of our Inventory History suite, this report is designed to replicate the Shopify report and give you a point-in-time snapshot of your historical inventory. Inventory History needs to be enabled by our ...
Premium Report - Risky Orders
Risky Orders This report is for merchants who are looking for the details on any risky orders in Shopify. Using this report, you can see all of the necessary information about orders that Shopify classifies as High or Medium Risk. You can see all the ...
Premium Report - Sales by Traffic Source
Sales by Traffic Source Similar to the default channel group (under Traffic Sources) in Google Analytics, the Traffic Source is the different channels by which customers first arrive at your site before placing an order from the store. Found in the ...
Premium Report - Items Frequently Bought Together
Items Frequently Bought Together This report is for merchants who are looking to see the most popular items bought together as part of the same order. Using this report, you can see which items that are sold together on an order, ranked by the number ...
Premium Report - Sales by Product Category
Sales by Product Category Sales by Product Cateogry is used to see a breakdown of your sales according to the Category from Shopify's standard product taxonomy (see here) From this report, you can see the total key sales figures (Orders, ...
Premium Report - Sales by Discounts (All)
Sales by Discounts (All) A more sophisticated version of our regular Sales by Discounts (Codes Only) report, this report pulls together all of the discounts that can be applied to an order. This includes both: Manual Discounts - Discounts that are ...
Premium Report - ABC Inventory
ABC Inventory Much like the Shopify ABC Inventory Analysis report, this report asigns a letter grade (A, B, or C) to each inventory item based on its sales performance. For those of you who aren't familiar with Shopify's ABC grade for Inventory, the ...
Premium Report - Orders Fulfilled By
Orders Fulfilled By A modification of our standard Orders report, this report lets you see who fulfilled an order from the Fulfillment Events. As a Premium Report, this is available on all Paid Plans of Report Toaster. If you aren't signed up, follow ...
Premium Reports - Shopify Bundles
Shopify Bundles Much like our reports for Simple Bundles (which you can read about in more detail here), we're able to Shopify Bundles customers two reports that make it easier to track their bundle sales. These reports are split into the following - ...
Premium Report - Orders Per Customer
Orders Per Customer This report is for merchants who are looking to see how many customers have placed 1, 2, 3 (etc) orders at their store. Using this report, you can see total number and % of customers who have placed X number of orders at your ...
Premium Report - Stock Intake & Sales Velocity
Stock Intake & Sales Velocity This report is for merchants who are looking to measure their stock vs. sales in any given month. Using this report, you can see exactly how much you sold of each item, how much you stocked, key metrics like Resale Ratio ...
Premium Report - Product Cleanup
Product Cleanup This report is for merchants who are looking to update and cleanup their products in Shopify. Using this report, you can see exactly which products are missing which values, navigate directly to them in Shopify (click the hyperlink ...
Premium Report - US Tax Thresholds
US Tax Thresholds This report is for merchants who collect sales tax in the United States so they can see the tax thresholds on a state-by-state basis. This is report is vital to see any states where you may be over/under collecting and adjust your ...
Premium Report - New Customers
New Customers This report shows you your New Customers, arranging the rows by the date when the customer was created. This is often useful for merchants who are looking to see the totals for their recently onboarded customers. Using this report, you ...
Premium Report - Customer LTV
Customer LTV This report shows you key customer metrics - Average Over Value (AOV), Purchase Frequency, and of course, Lifetime Value (LTV). This is often useful for merchants who are looking to measure the typical spending habits of their customers ...
Premium Report - Duplicate SKUs
Duplicate SKUs This report does exactly what you would expect - show any variants which have duplicated SKUs. This is often useful for merchants who are tidying up their product catalogue and need to make sure that no two SKUs are the same across ...
Premium Report - Sales by Attributed Staff
Sales by Attributed Staff This report is used to see which Sales are attributed to which Staff member at your POS location(s) This is particularly useful if you're tracking commissions or you simply need to know who was handling the sale (rather than ...
Premium Reports - Sales by Day of Week/Hour of Day
Sales by Day of Week/Hour of Day These two reports are used to see a breakdown of which are your busiest days and times that customers shop at your store. This is particularly useful for merchants who run a Point of Sale (POS) location, as they need ...
Premium Report - Sales by Compare at Price
Sales by Compare at Price These reports is used for seeing which products are selling at Full Price vs Markdown. This is determined by looking for any instances of where the product's actual sale Price differs from its Compare at Price - the Shopify ...
Premium Report - Sales by Device Type
Sales by Device Type Sales by Device Type is used to see a breakdown of which devices customers are using when they place orders at your store. This report relies on pulling information from the User Agent field on the Order. From this report, you ...
Premium Reports - Simple Bundles
Simple Bundles Thanks to our partnership with Simple Bundles (which you can read about in more detail here), we're able to offer a couple of reports that make it easier to track the sales of any items that are sold as part of bundled products. These ...
Premium Report - Days to Fulfill, Ship, and Deliver
Days to Fulfill, Ship, and Deliver This report is used to see how long it takes you (on average) to Fulfill, Ship, and Deliver Orders each month so you can assess your fulfillment team's performance. As a Premium Report, this is available on all Paid ...
Premium Report - Fulfillment, Shipment, and Delivery Performance
Fulfillment, Shipment, and Delivery Performance This report is used to see how many orders you have/haven't Fulfilled, Shipped and Delivered on any given day over the last 2 weeks. As a Premium Report, this is available on all Paid Plans of Report ...
Premium Report - Shipping Labels Over Time
Shipping Labels Over Time This report is used for seeing the Cost of your Shipping Labels plotted over time. This is determined by looking at the Shipping Costs you have in Shopify and comparing against the number of Orders to work out your total ...
Premium Report - Repeat Rate by Product
Repeat Rate by Product This report is used for calculating the rate at which products are purchased more than once. This is determined by looking for any instances of where a product has been purchased 2+ times by the same customer. As a Premium ...
Premium Reports - Gift Card / Credit Card Transactions
Gift Card / Credit Card Transactions These reports are used for looking at a subset of payments, separating out those that are made with a Gift Card or Credit Card and supplying the relevant details. As Premium Reports, these are available on all ...
Premium Report - Aged Receivables
Aged Receivables This report is used to identify customers with outstanding balances. This is determined by comparing the Order Date and the Paid at date and including any orders where either The order is unpaid. The order is only partially paid and ...
Premium Reports - Inventory Turnover
Inventory Turnover These reports are used for measuring how much inventory has been sold and replaced over a given period of time. You can customize this time period via the date range (top right). Inventory History needs to be enabled by our Report ...
Premium Reports - Inventory History
Inventory History Inventory history reports are used for tracking changes to inventory at either a given point in time (e.g. Today) or over a select period (e.g. Last 30 Days). You can customize this time period via the date range (top right). ...
Premium Report - Refund Line Items & Physical Returns
Refund Line Items & Physical Returns A Refund Line Item Report is used to see which Line Items are being refunded at your store. This report breaks out the individual line items on your order and provides certain details so you can look for certain ...
Premium Report - Return Rate Reports
Order/Product/Product Variant/Vendor Return Rate Return Rate Reports are used to compare how much of something has been sold vs how much has been returned. These reports all follow a very similar format - tracking your Return Rate on a per-order, ...
Premium Report - Dead Stock Products/Variants
Dead Stock Products/Variants Dead Stock reports are useful to see which items have not been selling over a given time period. This report follows a similar format to our other Product and Variant reports, but has a number of filters and settings to ...
Premium Report - Inventory Value by Location
Inventory Value by Location Inventory Value Reports are used by merchants to see how much the amounts and value of their current stock. For merchants who store inventory at multiple locations however, sometimes it's important to see your stock on a ...
Premium Report - Shopify Payout Reconciliation
Shopify Payout Reconciliation For merchants who use Shopify Payments, you might be familiar with Shopify's Payout report. This report is used to sее the amounts that Shopify deposits into your bank account each Payout Date (usually daily). You can ...
Premium Report - Unrecognized Revenue
Unrecognized Revenue Revenue Recognition reports are used for financial reports in accrual based accounting. This article assumes you have a basic understanding of Revenue Recognition. You may want to refer to our other article, which covers what ...
Next page