# Reports for Hub Management

On this page you can find more information about reports listed in the following sections:

* [Order Cycle Management](#order-cycle-management)
* [Products & Inventory](#product-management)
* [Customers](#customer-management)
* [Enterprise Fee Management](#enterprise-fees)

## Order Cycle Management

There are two reports in the Order Cycle Management section: Payment Methods and Delivery Report.&#x20;

{% hint style="success" %}
A **Customer's Balance** (ie. the sum of monies paid and owed across all orders they have placed with your food enterprise) is listed in both the Payment Method and Delivery reports. These are a good place to see at a glance if a customer is running up a big debt.
{% endhint %}

At a glance, the data contained in these reports can be summarised:

|                       | Payment Method | Delivery Report |
| --------------------- | -------------- | --------------- |
| Customer name         | Y              | Y               |
| Customer phone no     | Y              | Y               |
| Customer email        | Y              | N               |
| Hub                   | Y              | Y               |
| Shipping Method       | Y              | Y               |
| Delivery Address\*    | N              | Y               |
| Shipping Category\*\* | N              | Y               |
| Payment Method        | Y              | Y               |
| Order Notes           | N              | Y               |
| Order Total           | Y              | Y               |
| Customer Balance      | Y              | Y               |

\*Delivery Address is either the hub/distributor address (for pick up) or an address submitted by the customer (for delivery)

\*\*Shipping Category = default, frozen, refrigerated

![Payment Method report](/files/Sy76uiPLW7ISSGTpdUUE)

![Delivery Methods](/files/5jFVikVwDQAw2bC9XjM3)

## Product Management

Under Products & Inventory you will find three reports which are useful if you wish to review items stocked by your hub from different producers.

The **All Products** and **Inventory** reports differ only in that the latter (Inventory) contains only data for products with stock levels greater than zero. &#x20;

The data they contain for each product is:

* Supplier name and city/suburb of supplier's address
* Product name, variant name and SKU
* Product property and category (taxon)
* Price
* Group buy unit quantity (if applicable)
* Stock levels (by selecting 'In Stock' from the Columns dropdown)

Below is an example of the All Products Report:

![All Products Report](/files/Zxwj29Ru0TVEM0AhZX1Z)

The **Lettuce Share** report gives more details about each product: It's name, variant name (listed under 'Description'), unit (g, l, item name etc), pack size (ie. for a product of '500g tomatoes' the unit = g, pack size = 500), price, tax included in cost, producer properties (not product properties) and product category (taxon).

![Lettuce Share report](/files/qkqA4BcIqkPDJrIU3ZH2)

## Customer Management

You can use this report to view the number of orders placed by a customer per order cycle- particularly useful if someone orders more than once but wants to collect everything in one box.

<figure><img src="/files/KCgCuh1VHphF3Ssf2BRV" alt=""><figcaption></figcaption></figure>

## Enterprise Fees

Enterprises can set up [Enterprise Fees](/basic-features/shopfront/enterprise-fees.md) to identify and control allocation of costs / prices for different purposes. These fees enable price transparency to customers when they visit your shopfront.&#x20;

{% hint style="success" %}
The Enterprise Fee Summary report is used to summarise the amounts of fees that were charged, and to whom.&#x20;
{% endhint %}

The report can be filtered by Shopfront (**Hub**), **Producer** and **Order** **Cycle**, as well as Fee Names and Shipping and Payment methods.

![Enterprise Fee Summary Report](/files/YmdgqAp3baZ1gj4m1Rpj)

**Example 1**: a Hub adds a mark up fee of 18% to selected suppliers.  These fees are added in the 'Incoming' section of the order cycle.&#x20;

<figure><img src="/files/nEWdkFCb8cSThdJNDVQL" alt=""><figcaption></figcaption></figure>

**Example 2**: a Hub charges a transport fee which they pay to a Producer for picking up produce from other farmers and bringing it into the Hub. This fee is calculated as a percentage on every product in the order cycle. They can use the Enterprise Fee Summary report to calculate how much to pay that Producer for transport in each Order Cycle.

<figure><img src="/files/i8OfImnoE9Ucn5BnOIjL" alt=""><figcaption></figcaption></figure>

### Data

The data which found in an Enterprise Fee Summary Report includes:

* Fee type (Enterprise fee types are admin, packing, transport, fundraising, sales), name and tax rate of the fee.
* Customer name
* Where in the order cycle the fee is placed (incoming/outgoing products or order cycle coordinator fee)
* Name of enterprise who set the fee ('Fee Calc on Transfer though')
* Total value of enterprise fee collected for the sale of the line item.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.openfoodnetwork.org/basic-features/reports/reports-for-hub-management.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
