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Reports
You can access reports by clicking on Reports in the blue horizontal menu.
To customise your report there are two sections: filters and rendering options, which will allow you to access the relevant data from your report.
Here you will find a list of the pre-defined data exports that are available to view and download. All reports are available to download as in CSV, PDF and Excel and OpenOffice format. To select which file type you would like to download click the Generate Report drop down box where you specify the filters for each report.
Reports displayed on the screen can be printed using the blue Print Report button in the top right corner of the report results:
You can use the Columns to hide filter to make your reports easier to read you can remove unnecessary data from your report. To do this just specify which information you don't want displayed in the text box: 
The summary row is a filter that adds totals to the bottom of each type of report and the header row gives you the name of the customer and order number above the data. This feature is available for Packing reports and Orders & Fulfillment reports.
If you have opened an Order Cycle, you will be able to run reports to help with managing packing, processing your orders, and meet your financial reporting needs.
Reports available to view and download
For most reports you are able to filter data by:
- date range
- hub name
- producer name
- order cycle name
Hubs and shops who operate continuously open order cycles may find using the Date filter when viewing reports useful.
Filtering data by Hub and Producer name can be especially useful if you manage multiple enterprises on the platform.
If you have set Permissions for a Hub to sell your products, and they have opened an Order Cycle with your products listed, you will be able to run reports to pack and process your orders.
If you need to see Customer names in these reports, you can ask the Hub to make them visible in these reports.
HINTS:
- 1.If you are a producer who supplies more than one food hub you can use the 'Hub' filter when viewing reports to identify which products you will be asked to deliver to each.
- 2.As a supplying producer you may not know the names of current open order cycles. Filtering orders in your reports by date range is an easy alternative.
Task | Suggested Report(s) |
Product availability | |
Reviewing products stocked | |
Reimbursing suppliers | |
Pack or process orders on an
individual or batch basis | |
Checking in products delivered by suppliers | |
Packing goods to be collected by customer | |
Planning deliveries | |
View customer balance | |
Calculating GST/VAT | |
Managing total revenue | |
Enterprise Fee breakdown | |
Integrating with Xero | |
Bulk Order Management for buying groups |
*Remember you will need to satisfy data protection legislation to use customer email and addresses data for a newsletter
A summary of the data included in each report can be found in the following document:
listing of all the reports and their columns - listing of all the reports and their columns.pdf
111KB
PDF
Last modified 1yr ago