# 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](https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/6vSrAyyrMDnjTqBYJrcH/payment%20method.jpg)

![Delivery Methods](https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/ULk6lCxNeEvOq0IvBi8f/delivery%20method.jpg)

## 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](https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/hGa3Rw3KDHg6dpnsg7Kc/all%20products.jpg)

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](https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/a1oxcKiFZYcG6oU8Kgno/lettuce%20share.jpg)

## 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="https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/0TrBRfkDwRMnyGnlgP9S/customer%20report.jpg" alt=""><figcaption></figcaption></figure>

## Enterprise Fees

Enterprises can set up [Enterprise Fees](https://guide.openfoodnetwork.org/greek/basic-features/shopfront/enterprise-fees) 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](https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/hlz51MFv29S4TMYch9PH/ent%20fee%20summary.jpg)

**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="https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/OQ8wofQptiQQXIKGPVoX/example1.jpg" 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="https://content.gitbook.com/content/YnBIIxacXJFnzOxHhUkG/blobs/Fx49iZ4aH5QFWL4rAxAw/example2.jpg" 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.
