VinesOS provides a full array of powerful, built-in reports and exports to help you gain quick, detailed insight into your sales transactions, club activity, financials, marketing, and much more.
To navigate to the reports section, from the sidebar, go to Reports and then select the report category (e.g., Sales). On the Reports page, select your desired reporting dates at the top, and then click on one of the sub-reports listed on the page.
Each report varies in format, but most include a set of filters at the top, and 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.
Create and save custom reports to 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 of your choosing. 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.
Notes:
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.
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.
