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:

111KB

listing of all the reports and their columns - listing of all the reports and their columns.pdf

pdf