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.

There are four main areas for viewing reporting data in VinesOS:

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:

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.

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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.
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To access these reports, select Reports from the sidebar and choose the appropriate category and report.
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The selected date range appears on the left side of the report filters. Use the Date Filter Type selector to change the date basis before submitting the report.
​After selecting your date range and any additional filters, click Submit to generate the report.

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.
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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.

The Product Sales Report provides a SKU-level view of product performance across POS, ecommerce, club, and other sales channels. It's also commonly referred to as a Z Report.

To run the report:

The report includes:

Use the bundle reporting options to control how bundled products appear:

Use the available CSV export to download the report results.

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.

The Excise report will download and include the total sales, bottle size and Alcohol percent. This is an example of the export file:

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Learn how to setup the Excise Report.

Review collections by payment type for a specific period: cash, credit card, etc.
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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 displays member subscription changes over time.

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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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.

IMPORTANT NOTE: ONLY the reports in the top Financial section are frozen-in-time results, so a surcharge or refund to an order will not modify the original transaction details and date. All reports outside the Financial section are not "frozen in time" reports and should only be used for shipping or other non-financial data exports.

You can also choose to filter by the selected date range:

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'.

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. (If the report generation is greater than the amount of time the server connection will by default logout and drop, the report will be emailed or available shortly under the bell notification.

Report Button

Stripe payouts are on a two-business-day settlement cycle, unless you have requested a one day settlement.

Keep in mind, transactions processed and reported as revenue during a specific reporting period are not necessarily deposited into the bank during that same period.

For example, sales processed on June 29 and June 30 may appear in the June sales/revenue reports, but the related Stripe payouts may not reach the bank account until July 1–2 or later, depending on weekends and holidays.

As a result, Stripe deposits appearing in the bank cannot be tied strictly to the same reporting-period dates. When reconciling a month or other reporting period, there will naturally be transactions in transit at the period end.

The reconciliation should therefore account for:

Revenue/transactions processed during the period
* less Stripe fees, refunds, adjustments, etc.
* less amounts still awaiting settlement at period end
= amounts deposited into the bank during the period, after also accounting for prior-period transactions that settled during the current period.

In other words, the Stripe transaction reports should be used to review bank settlement activity for the reporting period, while the bank deposits reflect the timing of Stripe's subsequent settlement of those transactions. A cutoff/in-transit adjustment is needed to bridge the two.
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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.