Sales Summary Report
- 24 Jun 2024
- 2 Minutes to read
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Sales Summary Report
- Updated on 24 Jun 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
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The sales summary report provides a concise snapshot of key sales metrics, helping sales teams and management quickly assess performance, identify trends, and make informed decisions.
Generating Report
Log in to WineDirect > Analytics > Reports > Sales to generate a Sales Summary Report.
Selecting View Report will open a new window, and clicking Generate Report will generate the report.
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IMPORTANT NOTE: If you have already generated a template and wish to reuse it, click the dropdown and select the template.
Creating and Updating Filters
Prior to generating a new Sales Summary Report, it is possible to add and/or update filters to identify records that need to be viewed. Here is a breakdown of the currently available filters:
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Created Date: Select a current date or range for the orders you wish to capture in the Sales Summary Report.
After you pick a created date, there are numerous filters you can apply, such as:
Channel type
Pickup location
Shipping destination
Club
Club release
Club option
Point of sale
Storefront
Delivery method
Order status
Payment status
Fulfillment status
Order type
Completed date
Refunded date
Cancelled date
Paid date
Order department
Downloading Report
Once you have generated the sales summary report, you can find your report in the Generated Reports tab under Analytics.
Under the STATUS column, you should see a DOWNLOAD button. Click here to download the report to your local computer.
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IMPORTANT NOTE: You may see Queued/Processing (the report is still processing, and you can hit the refresh button to see if it's ready) or Failed if there was an issue generating the report.
Report Columns
For the Sales Summary Report, the following columns will be generated:
ANWD ORDER NUMBER | WDC ORDER NUMBER | ANWD ORDER STATUS | ANWD PAYMENT STATUS | ANWD FULFILLMENT STATUS | ANWD ORDER TYPE | ANWD CHANNEL TYPE | ANWD CHANNEL NAME | CREATED DATE | ORDER COMPLETED DATE |
ORDER PAID DATE | ORDER CANCELLED DATE | ORDER REFUNDED DATE | SUBTOTAL_EX_TAX | SUBTOTAL_INC_TAX | DISCOUNT AMOUNT | SHIPPING_TOTAL_EX_TAX | SHIPPING_TOTAL_INC_TAX | HANDLING COST EX TAX | HANDLING COST INC TAX |
TOTAL_EX_TAX | TOTAL_INC_TAX | TAX COLLECTED | BILLING FIRST NAME | BILLING LAST NAME | BILLING CITY | BILLING STREET 1 | BILLING STREET 2 | BILLING SUBDIVISION | BILLING EMAIL |
BILLING PHONE | BILLING ZIP | DELIVERY METHOD | SHIPPING FIRST NAME | SHIPPING LAST NAME | SHIPPING CITY | SHIPPING STREET 1 | SHIPPING STREET 2 | SHIPPING SUBDIVISION | SHIPPING EMAIL |
SHIPPING PHONE | SHIPPING ZIP | SHIPPING METHOD | CUSTOMER FIRST NAME | CUSTOMER LAST NAME | CUSTOMER EMAIL | CUSTOMER NUMBER | CUSTOMER_GROUP | CLUB NAME | RELEASE NAME |
CLUB OPTION NAME | SALES ASSOCIATE FIRST NAME | SALES ASSOCIATE LAST NAME | ORDER DEPARTMENT | PICKUP LOCATION NAME | INVENTORY POOL NAME | ORDER COMMENTS | MANUAL_PROCESSING_INSTRUCTIONS | MANUAL_PROCESSING_REQUIRED | STAFF_NOTES |
SALE TYPE | REQUESTED SHIP DATE | ACTUAL SHIP DATE | PICKED UP DATE | READY TO PICKUP DATE | PICKED UP BY | SHIPMENT STATUS | TAX 1 NAME | TAX 1 RATE | TAX 1 AMOUNT |
TAX 2 NAME | TAX 2 RATE | TAX 2 AMOUNT | TAX 3 NAME | TAX 3 RATE | TAX 3 AMOUNT | TAX 4 NAME | TAX 4 RATE | TAX 4 AMOUNT | TRACKING NUMBER 1 |
TRACKING NUMBER 2 | TRACKING NUMBER 3 | TRACKING NUMBER 4 | PAYMENTS 1 PAYMENT TYPE | PAYMENTS 1 CREDIT CARD TYPE | PAYMENTS 1 PAYMENT TIMESTAMP | PAYMENTS 1 PAYMENT STATUS | PAYMENTS 1 AMOUNT | PAYMENTS 1 GATEWAY | PAYMENTS 1 GATEWAY TXN ID |
PAYMENTS 1 BATCH | PAYMENTS 1 LAST 4 DIGITS | PAYMENTS 1 TRANSACTION BATCH ID | PAYMENTS 1 AUTH CODE | PAYMENTS 1 PRODUCT TRANSACTION ID | PAYMENTS 1 FORTIS ORDER NUMBER | PAYMENTS 2 PAYMENT TYPE | PAYMENTS 2 CREDIT CARD TYPE | PAYMENTS 2 PAYMENT TIMESTAMP | PAYMENTS 2 PAYMENT STATUS |
PAYMENTS 2 AMOUNT | PAYMENTS 2 GATEWAY | PAYMENTS 2 GATEWAY TXN ID | PAYMENTS 2 BATCH | PAYMENTS 2 LAST 4 DIGITS | PAYMENTS 2 TRANSACTION BATCH ID | PAYMENTS 2 AUTH CODE | PAYMENTS 2 PRODUCT TRANSACTION ID | PAYMENTS 2 FORTIS ORDER NUMBER | |
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