VinesOS provides a wide range of powerful, built-in reports and exports to help you gain quick, detailed insight into your sales transactions, club activity, financials, marketing, and more.
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To navigate to the reports section, go to Reports from the sidebar and select the report category (e.g., Sales). At the top of the Reports page, select your desired reporting dates and click on one of the sub-reports listed.
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Each report varies in format, but most include a set of filters at the top. The output includes one or more visual charts and a table of data.
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Additionally, if you scroll further, you will see a table that captures an overview of necessary sales data from a filtered date range. For instance, Sales, Discounts, Net Sales, Cost, Profit, etc.

Review collections by payment type for a specific period: cash, credit card, etc.
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Members Joined
Filter down by multiple data points (date range and club type) to see members who have joined.
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The Club Activity report currently only displays member subscription changes from the time of Reporting installation. As time goes on, it will also display historical activity.

You can create and save your own customized reports. The My Reports section includes all your saved reports for easy retrieval. Customized reports can be created that include a custom set of filters. To create and save a report, do the following:
1. Select your desired filters.
2. Click the Submit button to generate the report on the page.
3. Click the Save Report button, give your custom report a title, and include a description of the report if you like. Then click the Save button.
4. Once saved, your custom report will be available for convenient access in the My Reports area.

NOTE: Reports that are saved are currently based on actual dates and are not dynamic. If you choose "last month" as your date filter, and it shows for March, the Saved report will always be for March, not for the last current month.
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On the Orders List page, the Total dollars shown for the period searched only reflect the combined order amounts based on the current status of the orders. This amount will always differ from what is shown when clicking the Report button or viewing a report from the Reports section. For example, if you were to view orders on the Orders List page for March 4 and the total was $370, but on the Report page, it displayed a total of $450, this might be attributed to an order that was placed on March 4 but voided on March 5. In this case, that particular order would be in a 'Refund' status, and so it would be excluded from the Orders List page for the March 4 processed orders.

In your Reports section, refunds and surcharges are treated as separate line items when they are processed, preserving the original sales data for the original period of processing. This gives your business an accurate performance assessment, as any order alteration or change will not affect the original report for what was processed on the original date or period (i.e., whether that be for a day, week, month, etc.). For example, let's say an order was placed in June, but a refund was issued for that order in August. The June reporting remains intact. Instead, the refund is now shown as a separate line item in the August report, ensuring transparency and clarity.