Sales Reports

There are a ton of reports available depending on what you're looking for.  The following is a list of each of the Sales Reports available on the Vin65 platform as well as a description of what each report contains:

List of Sales Reports

Sales By Date: This report allows you to view your sales based on the Order or the Ship Date. Learn More >

Daily Activity Report: This report allows you to mimic reports that come out of traditional POS systems.  This report displays Sales Overview, Sales By Order Type, Sales By Tender Type, Order Summary, Sales By Brand, Sales By Department, Sales By SKU, Club Signups and Club Cancellations. Learn More >

Sales By Order Number: This report allows you to view your sales within a range of order numbers (Eg: Orders #1000 - #1050). Learn More >

Sales By State: This report allows you to view the sales within specific State(s) and/or Province(s). To select multiple states/provinces you will want to hold Ctrl (PC) or Command (Mac) and click on those you wish to report on (selections will highlight in blue). Learn More >

Sales By Customer: This report will allow you to view sales for a specific customer based on customer number and/or Last Name. You will be able to view a customer's order history for a specific date range, as well as the total value of those orders. Learn More >

Sales By Category: This report allows you to view your sales based on which Category (Store Pages) they were purchased on. The report lists the Category name and the Total dollar value of sales made within a particular date range. Learn More >

Sales By Sales Associate: This report allows you to view sales by sales associate within a specified date range. You can also easily view tip totals. Learn More >

Sales By SKU: This report allows you to view your sales by your products. You will be able to run a report based upon SKUs within a specific or date range or order number range. Learn More >

Sales By Tender Type: This Report will give the totals for each tender for a given date range. This is a summary report so you can get the totals per tender. This does not contain order information or specific payment information. Learn More >

Sales By Tender Detail: This report is designed to allow order payments per order to be reviewed, in a similar manner as sales by date does today. There will be no line items, rather order data with each payment. This report fills the gap between the sales by tender and the payment report. This will allow clients to review what tenders were used on each order. Learn More >

Sales Summary: This report allows you to view a summary of your sales between a specific date range. The report lists the Date(per day), Order type, Number of Orders for each type, total dollar amounts for each type, as well as a daily total. Learn More >

Sales Detail & Sales Detail X: This is the most comprehensive of all your sales reports. This report will allow you to view the specific details of each order between a specific date range. Often the best option when exporting orders from the Vin65 platform. Learn More >

Coupon Usage: This report allows you to view which promos have been used within a specific date range. Included in the report are: Promo title, Order Numbers, the Total Discount amount, and the Order Total. Learn More >

Sales Graph: This report allows you to see a descriptive "3D" graph of your sales in PDF format. Learn More >

Abandoned Carts: This report will display a list of orders that a customer abandoned before clicking the process button. Learn More >

Cost of Goods: This report allows you to view products sold and the profits made when comparing the price the products were sold for versus the cost of goods assigned to them. (Cost of Goods are assigned on the pricing tab of a product. For more information please see the Pricing Documentation. Learn More >

Payment Report: The payment report is the only Vin65 report designed to be used to reconcile order transactions with your payment gateway/merchant provider. The payment report is also the only Vin65 report focussed on the payment dates & times for orders. Learn More >

Ship Compliant 1011 Report: The Ship Compliant 1011 Report allows you to easily export your orders from Vin65 into ShipCompliant in the necessary format for their team to work with. Learn More >

eParcel Orders Report: The eParcel Orders or eParcel Consignment Report is only applicable for our Australian clientieles.   It is a .CSV format file that is formatted for eParcel (Australian Post). The report can then be imported into eParcel manually, saving wineries from typing out all the addresses for every order. Learn More >

QuickBooks Export: You can get your orders to QuickBooks by using a third party app called 'Transaction Pro Importer'. By using Transaction Pro Importer, you can get your sales information into your QuickBooks accounting system. Learn More >

FedEx Shipment Export Report: This report can be manually imported into FedEx as an easier solution to export orders for shipping. Learn More >

ILS Shipment Export Report: This report can be manually imported into ILS as an easier solution to export orders for shipping. Learn More >

Compli Compliance Report: This report allows you to export order data in a compatible format for the Compli team to work with. Learn More >

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