Sales Reports
Sales by Order
Tracks sales by order number and gives a detailed breakdown of key data points for each order. It reflects order edits, refunds and partial refunds, so an order's figures match its current state.
Use Export for one row per order, or Export by SKU (Sales by Order by SKU) for one row per item.
Columns:
Sales by Order and Sales by Order by SKU share one standard set of 71 columns. Every export includes a Report Definitions tab that explains what each column means.
A few things to know:
Discounts is one total that combines discounts from all sources.
Bundles are split across the products inside the bundle, rather than shown as one bundle line.
Revenue matches between Sales by Order and Sales by Order by SKU for the same date range.
Looking for Sales by Order Edit? Sales by Order Edit and Sales by Order Edit by SKU have been merged into Sales by Order and Sales by Order by SKU, on both the Admin Portal and POS. The Edit reports no longer appear separately.
Sales by Club Level
Breaks down sales data by wine club membership tiers, highlighting performance across different levels of the club.
Headers used:
Date, Club Name, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by State
Summarizes sales data based on the geographical state of the customer, useful for understanding regional performance and tax reporting purposes
Headers used:
Date, State Code, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Product Type
Categorizes sales data by product types (e.g., wine, food, merchandise, other, bundle) to evaluate product group performance.
Headers used:
Date, Product Type, Total Units Sold, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Discount
Displays sales data segmented by discount codes or promotions used, offering insight into the effectiveness of discounts.
Headers used:
Date, Discount Code, Discount Name, Total Orders, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Payment Type
Provides a breakdown of sales based on the payment methods customers used with the following options:
-CARD (a credit card on file or entered manually)-SCANNER (paid for on a supported payment terminal)
-CASH (paid for with cash)
Headers used:
Date, Payment Type, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Event Sales
Tracks sales data related to events SKUs including the number of sales and associated taxes.
Headers used:
Booking Date, Event Name, Event Price, Number Of Sales, Subtotal, Sales Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected
Sales by Tax
Summarizes sales data with a focus on tax amounts by state.
Headers used:
Date, State, State Code, Sales Tax, CRV Tax
Sales by Customer Type
Categorizes sales by customer type, such as new or returning customers or wine club members to analyze purchasing patterns.
Headers used:
Date, Customer Type, Total Quantity, Subtotal, Sales Tax, CRV Tax, Shipping, Handling, Tips, Discounts, Revenue Collected, Net Revenue Collected