On this Page
How the Master Sales Report Works (Export → Refresh → Download)
The Master Sales Report is an asynchronous export — it does not display live data on screen. If you open the report and see "There were no records found," this does not mean no data exists. It means the report has not been exported yet.
To generate a Master Sales Report:
Go to Reports → Sales → Master Sales
Set your date range
Click Export (top right) — the report will begin generating in the background
Click Refresh to check the status of the export
Once complete, click Download to retrieve the file
Report generation time depends on how much data is being processed. For large date ranges, this can take several minutes.
⚠️ Known issue — date range not updating between exports: Some customers have reported that after generating one export, subsequent exports continue to use the original date range even after changing the date filter. If this happens, try refreshing the page before setting your new date range and clicking Export again. If the issue persists, contact [email protected].
Sales by Associate and Commission Reporting
Corksy does not have a built-in "Sales by Associate" report. If you need to see sales broken down by team member — for example, to calculate commissions or review individual performance — the best approach is:
Go to Reports → Sales → Sales by Order
Set your date range and filter by Order Type: POS if you only want tasting room sales
Click Export by SKU to get a line-item breakdown, or Export for order-level data
In the exported file, filter or create a pivot table by the associate name or POS user column
⚠️ Export by SKU performance note: The "Export by SKU" option can time out when the date range is large (e.g., a full month). If the export resets without downloading, try breaking the date range into weekly periods and downloading each separately.
For discount code tracking as part of a commission report (e.g., "all orders that used code SUMMERCLUB"), see Reporting on Discount Codes below.
Tip Reporting
There is a dedicated tip report in Corksy. To access it:
Go to Reports → POS → Tips
Set your date range
This report shows tips by sales associate and date, based on their POS PIN. It is the most accurate way to see which associate collected which tips over a given period.
If tips in this report don't match what you expect from the Sales Summary Report, note that the two reports may use different logic for how tips are attributed (e.g., time of transaction vs. time of batch close). Contact [email protected] if you see a significant discrepancy you can't account for.
Reporting on Discount Codes
To see all orders that used a specific discount code:
Go to Reports → Sales → Sales by Discount
Set your date range and export
In the exported file, filter the Discount Code column for the code(s) you want
This report includes the discount code used, discount name, total orders, revenue collected, and other fields. It's the recommended path for tracking promotion performance or auditing how a specific code was used.
Filtering Sales by Time of Day
Corksy's reports include an Order Date column but no time-of-day column. If you need to analyze sales for a specific time window — for example, revenue from a 6pm–10pm event — the best approach is:
Go to Reports → Sales → Sales by Order, filter by Order Type: POS and your date, then export
In the exported file, use the order number as a proxy for time — POS orders are sequential, so the first and last order number of your event bracket the window
Filter by that order number range in Excel to isolate those transactions, then sum Revenue Collected (see export structure note below)
⚠️ Note on timestamps: If you're working with data pulled outside of Corksy's standard reports, order timestamps are stored in UTC. A 2:00pm local order may appear as 7:00pm in a raw export depending on your time zone. Always verify against the order number or the order detail page if exact timing matters.
A time-of-day column in the Sales reports has been submitted as a feature request.
Finding Expired Cards Before a Club Run
Corksy has a built-in report for this: Reports → Club → Expired Cards. It shows members whose credit card on file is expired so you can reach out proactively before charging.
If you also need to catch cards expiring this month before they lapse, use the Memberships export as an alternative:
Go to Wine Club → Memberships
Export the membership list
Sort or filter the CC Expiration column in Excel to find any cards expiring within your target window
Working with Exported Reports
A few things to keep in mind when working with Corksy report exports:
Filter before you export. Corksy lets you filter by Order Type, date range, and other fields before hitting Export. Narrowing the data first makes the file much easier to work with and reduces export time.
Sales exports are line-item level, not order level. The Sales by Order export has one row per line item, not one row per order. An order with 3 products appears as 3 rows — all with the same order total in the Revenue Collected column. Summing that column directly will overcount totals. To get accurate order-level revenue, deduplicate by Order Number in Excel (keep one row per unique order number) or use a SUMIF.
Order Type filter is available live. In the Sales by Order and Sales by Order Edit reports, you can toggle the Order Type filter (E-commerce, Wine Club, POS, Manual Order) to get a live on-screen view before deciding whether to export.
All reports export as XLSX. Exports open in Excel or Google Sheets. For large date ranges, allow extra time — some reports generate in the background and require a Refresh before the download link appears.