Creating custom inventory adjustment reports

You can create custom data explorations using the new Shopify Analytics to display information about inventory adjustments. You can use the following inventory adjustment metrics:

• Inventory adjustment change: A change in inventory quantity.
• Inventory adjustment count: An amount of times an inventory adjustment was made.

When creating an exploration, you can use various dimensions and filters to tailor your inventory adjustment reports. Learn more about dimensions and filters in the new Shopify Analytics' configuration panel.

Using the Inventory location name dimension

A commonly-used dimension in inventory reports is the Inventory location name dimension, which you might use to group information about the state of your stock at your warehouses or retail locations.

When creating a custom inventory report, the Inventory location name dimension can only be used with the following metrics:

• Days in inventory (at location)
• Days in stock (at location)
• Days of inventory remaining (at location)
• Days out of stock (at location)
• Ending inventory retail value (at location)
• Ending inventory units (at location)
• Ending inventory value (at location)
• First day in inventory (at location)
• Inventory adjustment change
• Inventory adjustment count
• Inventory units net change (at location)
• Last day in inventory (at location)
• Starting inventory units (at location)

If any other metrics are present, then you can't select the Inventory location name dimension. Also, if the Inventory location name dimension is present, then you can't select unsupported metrics. For example, metrics such as Percent of inventory sold or Inventory units sold aren't location-specific, and so can't be used in the same report with Inventory location name as a dimension.

Learn more about the relationship between metrics and dimensions in reports.

Example: View all inventory adjustments for a single SKU over multiple locations

This example can help you find all inventory movements for a single SKU across one or multiple locations.

Steps:

Using configuration panel

1. From your Shopify admin, go to Analytics > Reports.

2. Click New exploration.

3. In the configuration panel, select your report data:

   1. In the Metrics menu, click ⊕, and then select Inventory Adjustment Change.
   2. In the Dimensions menu, click ⊕ to add the following dimensions in order:
   • Product Variant SKU
   • Inventory Location Name
   • Inventory State
   • Inventory Change Reason
   3. In the Filters menu, click the Date range value and set it to be Last 12 months, and then click Apply.
   4. Optional: Add additional metrics, dimensions, a comparison, and filters to display other information that you want. You can also click the Visualization menu to select a different visualization for your data.

4. After you create your report, click Save.

5. In the Save report dialog, give your report a name, and then click Save.

Using ShopifyQL

1. From your Shopify admin, go to Analytics > Reports.

2. Click New exploration.

3. Copy the following query and paste it into the ShopifyQL query editor panel:

FROM inventory_adjustment_history
SHOW inventory_adjustment_change
SINCE startOfDay(-30d)
UNTIL today
ORDER BY inventory_adjustment_change DESC
LIMIT 1000
VISUALIZE inventory_adjustment_change

4. Optional: Customize your ShopifyQL query to adjust the data that's included in your report.
5. Click ▹ Run.
6. After you create your report, click Save.
7. In the Save report dialog, give your report a name, and then click Save.

Example: View all inventory adjustments for specific referenceDocumentURI

This example can help you find any adjustments by a referenceDocumentURI. For example if you have a third-party app that creates adjustments for a purchase order outside of Shopify and they set referenceDocumentURI on all adjustments, then you can use this example to find all adjustments for that ID.

Steps:

Using configuration panel

1. From your Shopify admin, go to Analytics > Reports.

2. Click New exploration.

3. In the configuration panel, select your report data:

   1. In the Metrics menu, click ⊕, and then select Inventory Adjustment Change.
   2. In the Dimensions menu, click ⊕ to add the following dimensions in order:
   • Product Variant SKU
   • Inventory Location Name
   • Inventory State
   • Inventory Change Reason
   3. In the Filters menu, do the following:
      1. Click the Date range value and set it to be Last 12 months, and then click Apply.
      2. Click ⊕, and then select Reference Document URI, and enter the value such as gid://shopify/order/3578932.
   4. Optional: Add additional metrics, dimensions, a comparison, and filters to display other information that you want. You can also click the Visualization menu to select a different visualization for your data.

4. After you create your report, click Save.

5. In the Save report dialog, give your report a name, and then click Save.

Using ShopifyQL

1. From your Shopify admin, go to Analytics > Reports.

2. Click New exploration.

3. Copy the following query and paste it into the ShopifyQL query editor panel:

FROM inventory_adjustment_history
SHOW inventory_adjustment_change
WHERE reference_document_uri = 'gid://shopify/order/3578932'
SINCE startOfDay(-30d)
UNTIL today
ORDER BY inventory_adjustment_change DESC
LIMIT 1000
VISUALIZE inventory_adjustment_change

4. Optional: Customize your ShopifyQL query to adjust the data that's included in your report.
5. Click ▹ Run.
6. After you create your report, click Save.
7. In the Save report dialog, give your report a name, and then click Save.