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.

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

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

Data

A summary of the data included in each report can be found in the following document:

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