Reports & Analytics

GoStock has two interconnected reporting areas: the Analytics hub for visual charts and high-level KPIs, and the Reports page for detailed tabular data with filters and exports.

Analytics Hub

Go to Analytics in the left navigation. This is the main reporting page.

Tabs

Analytics is organized into eight tabs:

Tab	What it shows
Overview	High-level KPIs across all areas — inventory value, stockout risk, dead stock, supplier issues
Sales	Revenue and units sold over time, top sellers, sales velocity
Inventory	Stock value, turnover, aging inventory
Dead Stock	Products with zero or very low sales — items at risk of becoming write-offs
ABC Analysis	Products categorized by contribution to revenue: A (top 80%), B (next 15%), C (bottom 5%)
Stockout Impact	Products that ran out of stock and estimated lost revenue
Operations	Purchase order cycle times, receiving efficiency, lead time accuracy
Suppliers	Vendor performance: on-time delivery, fill rates, discrepancy rates, total spend

Stats bar

At the top of Analytics, four summary tiles show:

• Inventory Value — total value of on-hand stock at cost
• Stockout Risk — number of products with zero stock or fewer than 7 days of stock remaining
• Dead Stock — count of products with no sales in the last 90 days
• Supplier Issues — suppliers with on-time delivery below 80% or discrepancy rate above 10%

Click any stat tile to jump to the relevant tab.

Date range

Use the date range selector to change the period for all charts and metrics. Available presets: Last 7 days, Last 30 days, Last 90 days, Last 12 months, and Custom range (manual start/end date).

Click Refresh on the date range selector to reload all stats for the current period.

Saving a Report View

If you configure a particular tab and date range you want to return to later:

1. Click Saved Views (near the date range selector).
2. Click Save This View in the dropdown.
3. Enter a name, for example "Monthly Sales Review" or "Q1 Supplier Check".
4. Click Save.

To load a saved view: click Saved Views, then click the view name in the dropdown. It restores the tab and date range exactly as you saved them.

To rename or delete a saved view, open the Saved Views dropdown and use the edit or delete icons next to each view.

Scheduling a Report

GoStock can automatically email you a report on a recurring schedule:

1. On the Analytics page, click Schedule... (top right of the page).
2. In the modal, fill in:
   • Report Name — a name for this scheduled report (required)
   • Recipient Email — the email address to send to (required)
   • Frequency — Daily (7:00 AM), Weekly (Monday 7:00 AM), or Monthly (1st of month)
   • Format — CSV, Excel (XLSX), or PDF
3. Click Schedule.

Recipients receive the report in their inbox on the configured schedule. They do not need a GoStock account to open the emailed report.

note

Scheduled reports always cover a rolling period relative to when they are sent. A weekly report sent every Monday covers the previous 7 days.

Exporting Data

On the Analytics page, click Export... (top right). This opens the export modal where you can choose a format and download the current view's data.

Detailed Reports

For granular tabular data, click Detailed Reports (top right of the Analytics page) or navigate to Reports directly. The Reports page has a Report Type selector with these options:

Inventory reports

• Inventory Valuation — current stock quantity and value at cost, per product and location. Supports filtering by location and product type. Shows a grand total.
• Historical Snapshots — daily inventory value snapshots. Choose a snapshot date to view inventory as it was on that day. Supports three modes: View (single date), Compare to Current (snapshot date vs. today), and Period Comparison (two snapshot dates side by side).
• Inventory Turnover — how many times each product's stock turned over in the selected period.

Purchase order and receiving reports

• Purchase Orders — full PO history with status, supplier, value, and dates. Filter by status (Draft, Sent, Partially Received, Received, Closed, Cancelled) and supplier. Click any row to open the PO.
• PO Status — summary view showing open, overdue, and completed POs in three sections. Includes days overdue for late POs.
• Receiving Log — every goods receipt note (GRN) recorded. Shows GRN number, associated PO, supplier, items received, quantities, and any discrepancies. Click a row to open the source PO.

Transfer and adjustment reports

• Transfer Log — all stock transfers between locations. Filter by status (Draft, In Transit, Completed, Completed with Discrepancies, Cancelled). Click a row to open the transfer.
• Adjustment Log — all manual inventory adjustments with reason codes, quantities, and the user who made them.

Vendor and analytics reports

• Vendor Performance — all suppliers ranked by on-time delivery, fill rate, discrepancy rate, and total spend. Click a supplier row to drill into their detailed performance with trend charts and recent PO list.
• Sell-Through Rate — percentage of received stock that has been sold (redirects to the Analytics Sales tab).
• ABC Analysis — product classification by revenue contribution (redirects to the Analytics ABC Analysis tab).
• Best Sellers — top products by units sold (redirects to the Analytics Sales tab).

Filters available per report

Most reports support some combination of these filters:

• Location — filter to a specific warehouse or store
• Supplier — filter to orders from a specific supplier
• Date range — start and end date
• Status — filter by order or transfer status
• SKU — search for a specific product by SKU
• Product Type — filter by Shopify product type

Set your filters and click Run Report. Results are paginated at 100 rows per page.

Exporting from a report

Once a report has data, the Export... button (top right of the Reports page) becomes active. Click it to export:

• CSV — plain comma-separated file, compatible with Excel and Google Sheets
• XLSX — Excel format with column formatting preserved
• PDF — formatted PDF document

For large reports, GoStock generates the export asynchronously and notifies you when it is ready to download.

tip

For the fastest way to get raw data, use CSV. For sharing with stakeholders who expect formatted documents, use PDF or XLSX.