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Reports

The Reports section of your Admin Panel allows you to access valuable information regarding your winery including sales, inventory, contacts, club member information, and much more. 

View a List of Available Reports: See what reports you can run in WineDirect and how to access your data. Learn More > 

View the Naming & Categorization Changes: We have changed some of the report names and categories to better reflect the information they provide. Learn More > 

Update Your Column Headers: Make sure vendors you integrate with use the right column headers to sync to our database. Learn More > 


Available Reports

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 > 


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) >  


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