Reports
Last updated
Last updated
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.
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.
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.
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:
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.
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.
Task
Suggested Report(s)
Product availability
Reviewing products stocked
Reimbursing suppliers
Pack or process orders on an individual or batch basis
Checking in products delivered
by suppliers
Packing goods to be
collected by customer
Planning deliveries
View customer balance
Integrating with MailChimp*
Calculating GST/VAT
Managing total revenue
Enterprise Fee breakdown
Integrating with Xero
Bulk Order Management
for buying groups
*Remember you will need to satisfy data protection legislation to use customer email and addresses data for a newsletter
A summary of the data included in each report can be found in the following document:
