List of 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 Changes: We have changed some of the report names 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 Changes 

To improve usability, we have changed some of the report names to better reflect the information they provide. The following report names have changed. 

Old Name New Name
Allocations Allocation Summary
Card Updater Credit Card Updates
Customer List Contact List
Label Report Shipping Labels
Payment Report Payment Gateway
Sales by Category Sales Summary by Category
Sales by Customer Orders by Customer
Sales by Date Orders by Ship/Pickup Date
Sales by Order Number Orders by Number
Sales by Sales Associate Sales Summary by Associate
Sales by SKU Sales Summary by Product
Sales by State Sales Summary by State
Sales by Tender Detail Payment Type Detail
Sales by Tender Type Payment Type Summary 
Sales by Detail X Order Detail