The Standard Reports section of the Reports Module provides a variety of prebuilt reports with limited customizability. Whenever possible, we recommend the use of My Reports instead. This doc covers every report which is best created in Standard Reports. For any reports not listed in this document, please utilize My Reports instead. For daily reports, please use the Reports Dashboard.
Table of Contents
- Running Standard Reports
- Sales Reports
- Compliance Reports
- Marketing Reports
- Other Reports
- Third Party Exports
Running Standard Reports
Standard Reports are divided into various sections. We recommend utilizing only the reports listed in this document below. They are organized by various categories.
Most reports have the option to include a date range. Most of these reports cannot be run beyond 3-month intervals. Please contact OrderPort Support if you need assistance.
Sales Reports
Business Summary
The Business Summary report gives you a summary of your business numbers.
At the bottom of the report, there is a legend to help you interpret the information displayed in this report.
For more information about the Business Summary report, please see the Reading the Business Summary Report document.
Reconciliation
This report helps you reconcile payments. We have three documents available for this report, depending on which payment processor you use:
Gift Card Summary
The Gift Card Summary gives you a quick review of gift card numbers.
Compliance Reports
Qualified Non Resident Sales
This report pulls all sales for customers who are marked as tax exempt.
Distributor Sales
This report pulls all orders for customers with the Distributor class.
Excise Tax Return
This report is for excise tax returns. This report utilizes alcohol levels in products for its calculations.
Inventory Transfers
This report pulls your inventory transfers.
Retail Licensees
This report pulls all orders for customers with the Wholesale class.
Inventory Transactions
This report pulls all inventory transactions, including from orders placed. For more information on this report, please see the Reading the Inventory Transactions Report document.
User Time Card
This report displays the total working time of tasting room associates, along with their tips. For more information on this report, please see the Reading the User Time Card Report document.
Catalog
This report exports your entire product catalog.
Catalog Collection Items
This report shows all items which are part of a collection.
Marketing Reports
Customer Loyalty
This report is a customizable report which generates a marketing list based on the parameters you set. These reports can be uploaded into the Marketing Module.
Other Reports
Customer Account
This report exports all customer accounts in your system.
Customer Sources
This report pulls customer sources based on the options set up in the Source Codes module in OrderPort Admin.
Customer Card on File
This report exports customer card on file information.
Inventory Backorder
This report pulls all backordered inventory, and which orders they are associated with.
Third Party Exports
The following reports are used to export data into third party systems.
Compliance Reports:
eCompli Wholesale Data
eCompli Direct Ship Data
Shipping Reports:
ShipCompliant Export
Other Reports:
Navision Export