VinesOS Reports

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.

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 conveniently select the 'All' button to check the entire date range at once.

Select the displayed dates to see a list of the orders settled in the batch. Click the Details button to see a full accounting of all charges. Use the Export button to export the report.

Click on the day or select ALL to see a detailed list of all orders that settled in that batch, or Export them to a CSV file.

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. Click the Submit button. Next, in the Export button dropdown at the top, click 'Monthly Reconciliation'.

The data in the summary at the top of the Orders list may not exactly match the data that is exported in a report or in the Reconcilation report. This is because the detailed amounts in the lower section show all data for the orders for the filtered date, including the original amount of the order from a previous date PLUS any change to the order such as a surcharge or a refund, while the exported Reconciliation report will include ONLY the actual charges, surcharges and refunds that occured during the filtered time period. For example, if an order was first processed on Jan 1 for $200, and then refunded on Mar 1 for $100, the full order amount of $200 will show on the report in the orders list, although it was a refund of $100 for that period. This is because we need to include the order for the date the refund happened. To display those changes on the list of orders would cause a very slow load of the page, to calculate it all on the fly, so we show you all the orders that had anything done to them during the filtered period. However, to get the proper report numbers, use the Export feature or the Monthly Reconcilation, or use the Reports Section to get the exact filtered numbers showing the actual changes to an order that may have occured (surcharges or refunds) over multiple time periods.

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​To navigate to the reports section, click Reports from the sidebar and select the report category (e.g., Sales). Select your desired reporting dates at the top of the Reports page and click on one of the sub-reports listed.

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.