VinesOS provides a wide range of powerful, built-in online viewable reports and exportable files to help you gain quick, detailed insight into your sales transactions, club activity, financials, marketing, and more.
PLEASE NOTE!
Report exports are limited to a maximum date range of one year. If your selected range exceeds one year, narrow the date range before exporting. Contact VinesOS Support if you need assistance with a larger historical export.
Where to Find Reports
There are four main areas for viewing reporting data in VinesOS:
Insights
Navigate to Dashboard > Insights for an at-a-glance view of activity across your business.
Select a date range and location to review high-level information such as:
Total revenue
POS sales
Members joined and canceled
Member sales
Sales by channel
Daily sales performance
Some Insights metrics link to related detailed reports, allowing you to review the underlying activity in more depth.
Use the Insights page for a quick operational overview. For additional filters, transaction details, and export options, use the Orders view or Reports section.
For a complete walkthrough, see VinesOS Insights Page.
Orders View
Go to Orders and filter for anything you are looking to report on. Here you can either click the Report button to get an on screen report or Export to a CSV file.
From the top menu, choose either Export or Report.
Export: Select the report to download as a CSV file and open it in any spreadsheet software.
In this example, we are filtering all processed club orders for November.
There are many report export options, as shown below. The options in the Financial section are frozen-in-time results, so a surcharge or refund to an order will not modify the original transaction details and date.
Report button: Depending on the amount of data in your report, the Report button will display on screen, or will alert you that your report will be emailed. From the onscreen summary, you can export your report as a .CSV file.
The export is formatted like the following, including all for tab areas: Sales, Inventory, Wine by Unit and Cash Drawer summary.
Monthly Reconciliation Report
If you would like to export a reconciliation report that shows a deeper level of detail for orders, including columns for sales, tax, shipping, discounts, and more, go to Dashboard > Orders and filter for the Orders > All Processed for the time period you want. Filter by location if applicable. Click the Submit button. Next, in the Export button dropdown at the top, click 'Monthly Reconciliation'.
Reports Section
The Reports section includes pre-built reports for sales, financial activity, clubs, orders, fulfillment, staff activity, and more. You can also save frequently used report configurations under My Reports.
To access these reports, select Reports from the sidebar and choose the appropriate category and report.
Most reports include filters at the top of the page. The available filters vary based on the report.
Report Date Filters
The selected date range appears on the left side of the report filters.
Applicable order-based reports allow you to choose how orders are included in the selected date range:
Date processed: Includes orders based on the date they were processed. This is the default selection.
Date created: Includes orders based on the date they were originally created.
Use the Date Filter Type selector to change the date basis before submitting the report.
Some reports, such as event, reservation, inventory, or club activity reports, use a date specific to that activity and may not display the Date Created/Date Processed selector.
After selecting your date range and any additional filters, click Submit to generate the report.
Sales Reports
Sales reports help you review sales performance by product, channel, club, month, location, employee, customer type, payment type, and other criteria.
Each report varies in format, but most include filters at the top, followed by charts, summaries, or tables containing data such as gross sales, discounts, net sales, cost of goods, gross profit, returned quantities, and refunds.
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.
Product Sales Report
The Product Sales Report provides a detailed view of product performance across POS, ecommerce, club, and other sales channels. Use its filters to review the products sold during a selected period and compare quantities, gross sales, discounts, net sales, cost of goods, gross profit, returns, and refunds.
The report also includes options for reviewing and exporting bundled products.
For complete instructions, see Product Sales Report.
Excise Report
The Excise Report helps wineries review product volume for compliance, reconciliation, and operational reporting. Accurate reporting depends on the excise tax size configured for each applicable product or variant.
For setup and reporting instructions, see Excise Report.
Financial Reports
Review collections by payment type for a specific period: cash, credit card, etc.
Club Reports
Members Joined
Filter down by multiple data points (date range and club type) to see members who have joined.
The Club Activity report displays member subscription changes over time.
My Reports
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.
Stripe Reconciliation
This is where you will see money settling to you bank account, and be able to tie it to each order.
From the sidebar menu, go to Dashboard > Reconciliation
The Reconciliation page will display results for the date range queried. You can filter at the top for the date range you want to reconcile. You can select individual days or select the 'All' button to check the entire date range.
Click the Details button to see all the details of what order is settling in what batch payment. Use the Export button to export the report to a CSV file.