Financial Reports

This report allows you to mimic words from traditional POS systems. This report displays Sales Overview, Sales By Order Type, Sales By Tender Type, Order Summary, Sales By Brand, Sales By Department, Sales By SKU, Club Signups, and Club Cancellation...

  The End of Day report is the only report that will list all sales and refunds placed directly through the POS. This means that orders or refunds placed through the website, admin panel, will not be included in this report. The POS End of Da...

This report allows you to view products sold and the profits made when comparing the price the products were sold for versus the cost of goods assigned to them. (Cost of Goods is posted on the pricing tab of a product). For more information, please ...

The Payment Gateway report is the only WineDirect report designed to reconcile order transactions with your payment gateway/merchant provider. The Payment Gateway report is also the only WineDirect report focused on the payment dates & times for...

The Payment Type Detail report allows you to view each of the payments tendered to each order, whether the order has one tendered payment (example: credit card only) or multiple tenders (example: cash & credit card or credit card and gift card)....

The Payment Type Summary report allows you to view a summary of the total dollar amount per tender type (Cash, CreditCard, GiftCard, etc.). Credit card totals will be broken down further by the card type used (American Express, Discover, Diners, JCB...

The information below is for running the enhanced report version of these two reports. The QuickBooks & QuickBooks V2 exports are order reports in text format that can be used with a third-party program called Transaction Pro Importer to im...