General tips

On this page we cover:

• Common features of all OFN reports such as filtering and rendering options

• How to permit suppliers to have access to reports of sales of their produce through your hub.

• Helpful reports for different tasks.

Filtering & rendering options

To customise your report there are two sections: filters and rendering options, which will allow you to access the relevant data from your report.

The list of filters available varies from report to report but for most you will be able to select specific data according to date range, hub and/or supplier name and order cycle:

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.

Below Report Filters options you will be able to select how you would like to view the report data- Rendering Options. 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 can choose between these four formats.

You can use the Columns filter to make your reports easier to read you can remove unnecessary data. To do this, just tick or untick boxes in the drop down menu (by default all columns will be ticked):

For selected reports (Packing and Orders & fulfillment) there is an additional option to select 'Header Row' and/or 'Summary Row'.

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 (for Order and Fulfillment reports) or phone number (for packing reports) above the data.

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
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	Delivery Report
View customer balance	Payment method & Delivery Reports
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