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.
Where to Find Reports
There are three main areas to find a variety of reports.
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, it will display on screen, or will alert you that it will be emailed. From the onscreen summary, you can export it to a .CSV file.
The export will be like this, including all for tab areas: Sales, Inventory, Wine by Unit and Cash Drawer summary.
Reports Section
The Reports section includes pre-built reports for Sales, Financial and Club. There is also a section where you can save your favorite reports.
Sales Reports
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.
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.
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.
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'.