Reports

You can access reports by clicking on Reports in the blue horizontal menu.

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 a CSV file by selecting the Download as CSV checkbox when you specify the filters for each report.

All 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.

Reports for Suppliers

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.

Hubs can make this change in their Enterprise Settings.

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.

Some Helpful Reports

Task

Suggested Report(s)

Product availability

Order Cycle Supplier Totals

Reviewing products stocked

All Products

Inventory

Reimbursing suppliers

Order Cycle Supplier Totals

Pack or process orders on an individual or batch basis

Order Cycle Customer Totals

Checking in products delivered

by suppliers

Pack by supplier

Packing goods to be

collected by customer

Pack by customer

Planning deliveries

Address List

Delivery Report

View customer balance

Payment method &

Delivery Reports

Integrating with MailChimp*

Mailing List

Calculating GST/VAT

Sales Tax reports

Managing total revenue

Payment Reports

Enterprise Fee breakdown

Enterprise Fee Report

Integrating with Xero

Xero Invoices

Bulk Order Management

for buying groups

Bulk Coop Reports

*Remember you will need to satisfy data protection legislation to use customer email and addresses data for a newsletter

Data

A summary of the data included in each report can be found in the following document: