The Legacy Inventory reports list the products in your upcoming subscription orders, so you can plan stock before those orders place. There are two: Legacy Inventory In-Stock Orders and Legacy Inventory Out of Stock Orders. Both show the next order for each subscription, not every shipment in your date range.
In this guide, we'll go through how to export an inventory report, what's in it, and what each column means.
Exporting an inventory report
- Open up Ordergroove and go to Data > Reports.
- Click + Create Report.
- Under Choose a report, go to Orders and select Legacy Inventory In-Stock Orders or Legacy Inventory Out of Stock Orders.
- (Optional) Under Choose by product, select one or more products to include only orders that contain them, or leave it empty to include every product.
- Under Date range, replace the default (the last 30 days) with the upcoming dates you want to cover.
- Under Choose columns, add or remove columns.
- (Optional) Click Show Example to preview the report.
- (Optional) Select Save columns as default for next time to make these your personal default columns for this report.
- Click Export.
If none of your columns contain personally identifiable information (PII), you can download the CSV directly. If any do, Ordergroove emails you a link instead, which takes you back to Ordergroove to download the file. In these reports, Zip Code is the only PII column, and Ordergroove highlights PII columns when you choose them.
Understanding what's in the report
Each row is one order item
Each row is a single product in an upcoming order, so one order can take up several rows. The in-stock report lists items that are in stock, and the out-of-stock report lists items that aren't. To see which rows belong to the same order, add the OG Order ID column.
Only each subscription's next order is included
Ordergroove creates a subscription's next order when the current one places, so each subscription usually has just one upcoming order at a time. That's the order the report shows, even when your date range covers several shipments.
Say Maya subscribes to Salmon Kibble every 30 days, and her next order places on January 10. You export an inventory report for January 1 through February 15:
- Her January 10 order appears in the report.
- Her following order, due February 9, doesn't. Ordergroove creates it when the January 10 order places.
- If you add the Frequency Days column, her value of 30 tells you when to expect it: January 10 plus 30 days.
Use Frequency Days the same way to forecast past each subscriber's next order.
Stock status is checked when you run the report
The report uses each product's stock status in your product feed at the moment you export it. Ordergroove checks stock again on each order's place date, so an item that's out of stock today still places on time if it's back in stock by then. We recommend running the report close to when you plan to act on it.
For what happens when an item is still out of stock on its place date, take a look at Order Placement and Management.
Report columns
Both reports start with four default columns, and you can add the others under Choose columns when you export.
Default columns
| Column | What it shows |
|---|---|
| Discount Price | The unit price after product discounts. It may differ from the final price charged. |
| Place Date | The date the order is scheduled to place. |
| Product Name | The product's name. |
| SKU | The product's SKU. |
Columns you might want to add
For planning stock, the most useful additions are Order Quantity, which shows how many units each order needs, and Frequency Days, which lets you project orders past each subscription's next one. Zip Code helps you forecast volume by warehouse, but because it's PII, adding it means you'll download the report from an emailed link.
| Column | What it shows |
|---|---|
| Order Quantity | The number of units of the product in the order. |
| Frequency Days | The number of days between the subscription's orders. |
| Zip Code | The subscriber's shipping ZIP code. |
| OG Order ID | The order's ID in Ordergroove. |
| External Product ID | The product's ID in your eCommerce platform. |
| Detail URL | The link to the product's page on your site, from your product feed. |
| Date Created | The date the order was created in Ordergroove. |
| In Stock | 1 if the product is in stock when you run the report, 0 if it isn't. |
Troubleshooting
The report is empty. Check the date range first. It defaults to the last 30 days, and these reports only include orders that haven't placed yet, so you'll usually want a range that starts today and looks ahead.
The report didn't download. If you added Zip Code, Ordergroove emails you a download link instead, because ZIP codes count as PII. Check your inbox.
You can't see Reports under Data. Exporting reports requires the Exports permission. Ask an admin on your team to check your access, and take a look at User Permissions for details.
If something still looks off, reach out to support with the OG Order ID of a row you have questions about. You can add it under Choose columns.
Next steps
- Understanding the Out of Stock Analytics Tab — which products are out of stock right now, and the revenue and subscribers affected
- Out of Stock FAQ — common questions about out-of-stock orders, like reserving stock in Shopify for upcoming subscriptions
- On-Demand Data Exports Overview — the other reports you can export, and how downloads with personal information work