Notes for Shopify merchants
Margin after cost per item, sales tax by jurisdiction, returns by stage, collections and dead stock, from the Captain Miles team.
Shopify profit and COGS report: what each product made, not just what it sold
Your sales reports rank products by revenue. The cost per item you typed into every variant is what turns that into margin, and a report that leaves it out can keep promoting a best-seller that loses money.
Shopify sales tax report by jurisdiction: the figures your return actually asks for
A state return wants gross, taxable and exempt sales per county and city, at each rate. Your orders carry every tax line already; the work is putting them in the rows the form uses.
Shopify sales by collection, tag and category: how a whole department did
The product list tells you about one product. Buying decisions are made about a collection, a tag or a category, and a strong product can hide a department that is slipping.
Shopify returns and refunds report: what is coming back, why, and whether it has arrived
A return requested, a return approved and a return received and refunded are three different numbers. Sales figures keep moving until all three are counted in their own column.
Shopify dead stock report: what has not sold, where it sits, and what it is costing you
Inventory reports show what is on hand today. The question before a markdown is which variants have not sold in 90 days and how much money they are holding on the shelf.
Is there an AI for Shopify reports? Sidekick, ShopifyQL, and what a report still needs
Shopify already ships an AI assistant that answers questions about your store. An answer in a chat and a report that arrives every Monday, counted the same way, are different things, and most stores need both.