Within the Reports module of OrderPort Admin, you have access to vast custom reporting capabilities. These custom reports can be created in the My Reports section of the Reports Module.
See My Reports – OrderPort University for a quick overview of My Reports in a video lesson format.
Table of contents
Parameters
The customization of My Reports comes from the report parameters. Here, you select what information is reported and how it is presented.
Depending on what report type you are working with, the available parameters will vary. Please see the section on My Report Types below for more information.
Report Intervals
Most reports have intervals, and most sales reports have interval modes.
Intervals allow you to select the time period for which you would like to report.
For reports pulling sales information, you can choose what date you're pulling based off of. There are three options:
1. Sale Date
The date when the order was paid for.
2. Release Date
The date when the order was picked up by the customer or shipped.
3. Order Date
The date when the order was created.
Templates
Whenever you edit the parameters of a My Report, you can save those configurations for later as a template.
Templates are organized in categories. You are able to customize these with the Manage Categories button.
You can search for specific templates using the search functions.
My Report Types
When creating your own My Report, you must choose a report type from the following list of options.
A/R Aging
"A/R" stands for "Accounts Receivable". This report type provides a list of all unpaid purchase orders. For more information on purchase orders and this report, please see the Wholesale, Distributor, and Purchase Orders document.
Customer Free Tastings
This report type displays customer free tasting information. The columns which you can choose from include customer and free tasting information. You can also filter results by customer class, club membership, and location.
When running the report, ensure the interval spans enough time to include your last tracked free tasting renewal.
Fulfillment
This report pulls all unreleased orders in the Fulfillment module. When running this type of report, make sure that you select at least one field in the Primary Columns section, e.g. Order Bottles Of Wine. That way, it will limit the columns and make the report more useful.
Guest Conversion
This report provides high level sales numbers for your business. You can filter this report by order source and location.
Inventory
This report can be used to view total inventory counts. To view statistics for a specific location, be sure to change the Location filter.
Sales by the Hour
This report visualizes your sales and tips based on your hours of operation.
Sales Master and Sales Summary
These reports have identical functions, but the way they group the information is different.
With Sales Master reports, each group is put onto a new tab of the report. The screenshot below displays a single page of the Sales Master report, which is grouped by location.
With Sales Summary reports, each group is organized into expandable dropdowns. The screenshot below displays an example of the Sales Summary report, which is grouped by location.
In general, the Sales Summary report is easier to read, though you may choose to use the Sales Master if needed. Both reports have a vast amount of customizability available.
Work Orders
This report can be used to pull all your work orders.
