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Reports

Reporting is a core functionality that you can use to help keep track of your winery's performance and make day to day decisions . With enhanced reports, you will experience a faster, more reliable reporting system with an updated design. 

Report Types: Learn what default reports are, how their naming conventions have changed, and see the list of available reports. Learn More >

Reports Actions: Learn the functions of the buttons in the reports interface. Learn More >  

Running Reports: Learn how to generate, view, export and save reports. Learn More >

Scheduling Reports: Learn how to schedule reports to automatically run in the future. Learn More > 

FAQs: Review frequently asked questions about reports. Learn More >


Report Types

WineDirect Default Reports give you a great starting place for your reporting needs. These reports have pre-selected filters and columns to get you started with various reporting tasks. Some of these reports have had their names changed to better reflect the information they provide. 

Financial Reports: Includes Daily Activity, Payment and COGS reports to help you keep track of the financial health of your winery. Learn More > 

Sales Reports: Determine your sales performance across a number of parameters including SKU, date, customer, order number and more. Learn More > 

Contacts Reports: Determine the success of email campaigns, track customer LTV, your guest counts and more. Learn More > 

Marketing Reports: Evaluate how your emails and coupons have performed, as well as your abandoned cart metrics. Learn More > 

Club Members Reports: Club Member reporting to help you track shipments, signups and more. Learn More > 

Allocations Reports: Gain insight into your allocations performance. Learn More > 

Product Reports: Product information, gift card transactions and credits summaries to help you manage inventory. Learn More > 

Compliance Reports: Ensure your orders are compliant with ShipCompliant reports. Learn More > 

Shipping Reports: Keep track of your shipping labels. Learn More > 

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Column Headers 

Used to the old reports system? For enhanced reports some column headers have changed, which may impact any integrations you have set up.

Before relying on integration data using enhanced reports, ensure you update the column headers with the vendor you have integrated with your WineDirect account. 

Download the updated reports header file to determine what changes you need to make (XLS) >  

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Report Name & Category Changes 

To improve usability, in the new reporting tools we have changed some of the report names and categories to better reflect the information they provide. The following report names and/or categories have changed. 

Old Name New Name Updated Report Category
Abandon Carts Abandoned Carts Marketing
Allocations Allocation Summary Allocations
Card Updater Credit Card Updates Club Members
Compli Compli Compliance
Cost Of Goods Cost of Goods Financial
Coupon Usage Coupon Usage Marketing
Credits Summary Credits Summary Product
Credits Transaction Credits Transaction Product
Customer List Contact List Contacts
Daily Activity Report Daily Activity Report Financial
Email Detailed/Summary Email Detailed/Summary Marketing
Event Tickets Event Tickets Product
*This is a new report FedEx Canada Report Shipping
FedEx Shipment Export FedEx Shipments Financial
Forms Forms Marketing
Gift Card Summary Gift Card Summary Product
Gift Card Transactions Gift Card Transactions Product
Guest Count Guest Count Contacts
Inventory Sold Inventory Sold Product
Inventory Summary  Inventory Summary Product
Inventory Transactions Inventory Transactions Product
Inventory Velocity Inventory Velocity Product
Label Report Shipping Labels Shipping
Lifetime Value Lifetime Value Contacts
Nexternal Nexternal Order Export Shipping
Payment Report Payment Gateway Financial
*This is a new report POS End Of Day Financial
Qualification Date Club Members On X Date Club Members
QuickBooks QuickBook Financial
QuickBooks V2 QuickBooks V2 Financial
Sales by Category Sales Summary by Category Sales
Sales by Customer Orders by Customer Sales
Sales by Date Orders by Ship/Pickup Date Sales
Sales by Order Number Orders by Number Sales
Sales by Sales Associate Sales Summary by Associate Sales
Sales by SKU Sales Summary by Product Sales
Sales by State Sales Summary by State Sales
Sales by Tender Detail Payment Type Detail Financial
Sales by Tender Type Payment Type Summary  Financial
Sales by Detail X Order Detail Sales
Search Summary Search Summary Marketing
Search Log Detail Search Detail Marketing
Ship Compliant ShipCompliant Products Product
ShipCompliant (1011) ShipCompliant Compliance
User Choice Clubs User Choice Club Seasons Club Members
WineDirect Fulfillment WineDirect Shipping
WSN Report WSN-205 Shipping

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Reports Actions

Learn the functions of each of the buttons found within a report. 

Date Picker: Allows you to determine the date range that you would like to filter your data on. Learn More > 

Manage Filters: Toggles the filters to appear or disappear from view on your report. Learn More > 

Manage Report Columns: Allows you to select which available columns you would like included in your report. Learn More > 

Include Totals: Allows you to determine whether or not the report will display a Total Sum at the bottom of each column  Learn More > 

View: Refreshes the preview shown in 'Results' below the filters. Learn More > 

Export: Refreshes the data you have selected and queues it for export. Learn More > 

Save As: Allows you to save your filter and column parameters so you can return to your customized report at any time. Learn More > 

Actions > Schedule: Available to Plus users only. Schedule your report once or to run recurring on a daily, weekly, monthly or yearly basis. Learn More > 


Running Reports

To run a report, you will first need to select a report to work off of. On the main reports page you can select one of our Default Reports or from the list of Saved Reports you may have.

Once you have selected the report, you will need to set the parameters around which you'd like to run your data.  

1. Select the Date Range to determine the date(s) you'd like to run data for.

2. Select Manage Filters to show or hide the filters selected for your report. You can add a new filter by clicking on + Add Filter.

3. You can remove filters by clicking on the X icon in the upper right of the filter you want to eliminate.

4. Select Manage Columns to open a screen that will display the columns available for your report. 

5. Once you are happy with the filters and columns, click View to generate the report. It will display in the Results section below for you to view. If you change your filters or columns, you must click View each time to refresh the results below. 

6. To save the results and download them to your computer as a .CSV file, click Export. This will refresh the data you have selected and queues your report for export.

7. When you click Export, a message of "[Report Name] is being generated." will display.  As soon as the report is fully generated, a message of "[Report Name] is ready for download." will display.  The report will now be available to download from the browser.  

Report(s) will continue to generate even if you leave the Reports section.  When you come back to Reports, there will be an Alert notifying you a report is ready for download.  This is useful when working with reports containing large amounts of data that may take longer to generate.

8. You can also click Save As to save your report and the custom parameters you have set. These will appear on the main Reports page under 'Saved Reports' and can be edited or deleted at your discretion. 

9. To have your report run automatically in the future, select Actions > Schedule. This feature is available to Plus users only and allows you to schedule your report once or to run recurring on a daily, weekly, monthly or yearly basis. Contact sales@vin65.com to upgrade your WineDirect plan to Plus or learn more about scheduling

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Manage Filters

The Manage Filters button toggles your filters to appear or disappear from view on your report. Select + Add Filter once visible to add additional available filters. 

Filters are the main way for you to configure your reports to obtain the data you are looking for. They allow you to set parameters on which information will be generated in the report and are available based on how information is stored in the WineDirect databases.

You can add a filter by selecting Manage Filters, then click on + Add Filter. Within the available filters you can check or uncheck which filters you would like applied, or removed.

Be sure to click View to refresh the results of your report when you change any filters or columns. 

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Manage Columns

To customize a report, you can also click on Manage Columns. Once selected, the Manage Columns pop-up will appear. Here, you will be able to choose the columns you want to include in your report, or exclude. Each of the checkboxes represent a column header which will be generated in your report.

Include Header Information determine if the report will display Report Name, Winery Name and Date Range.

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Include Totals

On some Sales and Financials Report, you can determine whether or not to display a total sum at the bottom of the report through the Include Totals checkbox. When checked, the report you generate will include a total sum at the bottom of the columns.  When unchecked, the report will not display a total sum. 

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Scheduling Reports

Scheduled reports are a feature available exclusively to the Plus package users of WineDirect. When within a report, click Actions > Schedule to open the Schedule dialog box. Here you can select if you want to schedule a report to run once or on a recurring basis of daily, weekly, monthly or yearly. 

The date you select must be in the future by at least one day and the time at which it will generate can't be specified. 

Daily recurring reports will run based on the previous day's data, and weekly reports will run using Monday through Sunday data of the previous week, arriving in your inbox on Monday. Monthly reports will run on the first of each month. Wineries are limited to 10 recurring scheduled reports across each of their websites. 

Contact sales@winedirect.com to upgrade your WineDirect plan to Plus and take advantage of the scheduling feature. 

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FAQs

  1. How do I change the filters and columns on a report?
  2. Why can't I access all the same filters and columns on all reports?
  3. How do I schedule a report?
  4. Can I schedule a report to run at a certain time of the day? 
  5. How do I modify a saved report?
  6. What happens when I export a report? 
  7. Can I still access the old reporting interface?
  8. How do I view my Custom Reports?
  9. How do I rename my Saved Reports?

How do I change the filters and columns on a report?

Once you're within a report, click Manage Filters and/or Manage Columns to add or modify the filters and columns.

You can change the order of the columns by dragging and dropping the fields within the Manage Columns section. This will alleviate the need to move them in your spreadsheet.

You can add filters in the Manage Filters section by clicking the + Add Filter box and selecting from the predetermined filters.


Why can't I access all the same filters and columns on all reports?

Different data is maintained in different databases making it not possible to have all filters and columns available across all reports at this time. 


How do I schedule a report?

When you're within a report click Actions > Schedule to schedule your report. You can only have one schedule setup at a time per report, however you can always cancel any schedules that you put in place. Note that scheduling is a Vin65 Plus exclusive feature.


Can I schedule a report to run at a certain time of the day? 

No, reports cannot be scheduled to generate and email to you at a specific time of the day. Most scheduled reports will be pulled at midnight and emailed at that time.


How do I modify a saved report?

Click the saved report and simply change your filters and columns, then select View. You can either click Save to keep the same report name and overwrite the data, or Save As to add a new name to the report.


What happens when I export a report? 

When you click Export your report is added to our generation queue. Based on its size it will be queued in our system and an alert via the bell at the top right of the Reports tab will notify you when it is available for download. 


Can I still access the old reporting interface?

For a limited time, you can access the old reporting interface. This is to ensure that you're comfortable with the new tools. To view the old reporting interface, just click on Reports in the admin panel and then click the 'Back to Old Reports' button on the right. (To return to the new tools, click the 'Try Enhanced Reports' button.)


How do I view my custom reports?

Custom reports will move to the new interface in the next stage of development. For now, you can access your custom reports through the old interface.


How do I rename my Saved Reports?

To rename a Saved Report, click on the Saved Report you want to rename and click on Actions.  There will be an option to Rename the saved report.

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