• 14 Jun 2024
  • 7 Minutes to read
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Article summary

Reporting is a core functionality that you can use to help keep track of your winery's performance and make day-to-day decisions. With enhanced reports, you will experience a faster, more reliable reporting system with an updated design. 


Column Headers 

Are you used to the old reports system? Some column headers have changed for enhanced reports, which may impact any integrations you have set up.

Before relying on integration data using enhanced reports, update the column headers with the vendor you have integrated with your WineDirect account. 

Download the updated reports header file to determine what changes you need to make (XLS) >  

Reports Actions

Learn the functions of each of the buttons found within a report. 

Running Reports

To run a report, you must first select a report to work off of. Please select one of our Default Reports on the main reports page r from your list of Saved Reports.

Once you have selected the report, you must set the parameters around which you'd like to run your data.  

1. Select the Date Range to determine the date(s) you want to run data for.

2. Select Manage Filters to show or hide the filters selected for your report. You can add a new filter by clicking on + Add Filter.

3. You can remove filters by clicking on the X icon in the upper right of the Filter you want to eliminate.

4. Select Manage Columns to open a screen displaying the columns available for your report. 

5. Once you are happy with the filters and columns, click View to generate the report. It will display in the Results section below for you to view. If you change your filters or columns, click View each time to refresh the results below. 

6. To save the results and download them to your computer as a . CSV file, click Export. This will refresh the selected data and queues your report for Export.

7. When you click Export, a message of "[Report Name] is being generated." will display.  As soon as the report is fully generated, a message o[Report Name] is ready for download." will display. The report will now be available to download from the browser.  

Report(s) will continue to generate even if you leave the Reports section. When you return to Reports, there will be an Alert notifying you that a report is ready for download. This is useful when working with reports containing large amounts of data that may take longer to generate.

8. You can also click Save As to save your report and the custom parameters you have set. These will appear on the main Reports page under 'Saved Reports' and can be edited or deleted at your discretion. 

9. To have your report run automatically in the future, select Actions > Schedule. This feature allows you to schedule your report once or to run recurring on a daily, weekly, monthly, or yearly basis.

Manage Filters

The Manage Filters button toggles your filters to appear or disappear from View on your report. Select + Add Filter once visible to add additional available filters. 

Filters are the main way to configure your reports to obtain the data you are looking for. They allow you to set parameters on which information will be generated in the report and are available based on how information is stored in the WineDirect databases.

You can add a filter by selecting Manage Filters, then click on + Add Filter. You can check or uncheck which filters you would like applied or removed. Within the available filters

Be sure to click View to refresh your report results when you change any filters or columns. 

Manage Columns

To customize a report, you can also click on Manage Columns. Once selected, the Manage Columns pop-up will appear. You can choose the columns you want to include in your report or exclude. Each of the checkboxes represents a column header which will be generated in your report.

Include Header Information to determine if the report will display Report Name Winery Name, and Date Range.


Include Totals

On some Sales and Financials reports, you can determine whether or not to display a total sum at the bottom of the report through the Include Totals checkbox. Your report will include a total sum at the bottom of the columns when checked. When unchecked, the report will not display a total sum. 

Scheduling Reports

Scheduled reports save you time as you can set them up and deliver them to your inbox. Click Actions > Schedule to open the Schedule dialog box when within a report. Here you can select if you want to schedule a report to run once or regularly da, daily, weekly, monthly, or yearly. 

The date you select must be in the future by at least one day, and the time at which it will generate can't be specified. 

Daily recurring reports will run based on the previous day's data, and weekly reports will run using Monday through Sunday data of the previous week, arriving in your inbox on Monday. Monthly reports will run on the first of each month. Wineries are limited to 25 recurring scheduled reports across each of their websites. 

Reports - FAQs

How do I change the filters and columns on a report?

Once within a report, click Manage Filters and Manage Columns to add or modify the filters and columns.

You can change the order of the columns by dragging and dropping the fields within the Manage Columns section. This will make your excel spreadsheet more organized and prevent the need to move them in your spreadsheet.

You can add filters in the Manage Filters section by clicking the + Add Filter box and selecting from the predetermined filters.

Why can't I access all the same filters and columns on all reports?

Different data is maintained in different databases, making it impossible to have all filters and columns available across all reports. We recommend exporting the reports with desired information and using excel tools, such as pivot tables, to extract the information you desire. 

Can the team at WineDirect create the reports I need for me?

Our support team will be happy to provide directions on where to find each report and report filters you need. Creating new excel spreadsheets is outside of the scope of support. Because of that, the support team does not help with creating tailored reports over the phone. The support team can always point you in the right direction inside of the Report options available and provide recommendations, such as looking for more information regarding pivot tables online to extract the information you desire. 

How do I schedule a report?

When you're within a report, click Actions > Schedule to schedule your report. You can only have one schedule set up at a time per the report; however, you can always cancel any schedules you put in place.

Can I schedule a report to run at a certain time of the day? 

No, reports cannot be scheduled to generate an email to you at a specific time of the day. Most scheduled reports will be pulled at midnight and emailed at that time.

How do I modify a saved report?

Click the saved report, change your filters and columns, then select View. You can either click Save to keep the same report name and overwrite the data or Save As to add a new name to the report.

What happens when I export a report? 

When you click Export, your report is added to our generation queue. Based on its size, it will be queued in our system, and an alert via the bell at the top right of the Reports tab will notify you when it is available for download. 

How do I view my custom reports?

Custom reports are now called Saved Reports. You can find them on the top of each Report category. 

How do I rename my Saved Reports?

To rename a Saved Report, click on the Saved Report you want to rename and click on Actions. There will be an option to Rename the saved report.

Report Name & Category Changes 

To improve usability, WineDirect has changed some of the report names and categories in the new reporting tools to better reflect the information they provide. The following report names and categories have changed. 

Old NameNew NameUpdated Report Category
Abandon CartsAbandoned CartsMarketing
AllocationsAllocation SummaryAllocations
Card UpdaterCredit Card UpdatesClub Members
Cost Of GoodsCost of GoodsFinancial
Coupon UsageCoupon UsageMarketing
Credits SummaryCredits SummaryProduct
Credits TransactionCredits TransactionProduct
Customer ListContact ListContacts
Daily Activity ReportDaily Activity ReportFinancial
Email Detailed/SummaryEmail Detailed/SummaryMarketing
Event TicketsEvent TicketsProduct
*This is a new reportFedEx Canada ReportShipping
FedEx Shipment ExportFedEx ShipmentsFinancial
Gift Card SummaryGift Card SummaryProduct
Gift Card TransactionsGift Card TransactionsProduct
Guest CountGuest CountContacts
Inventory SoldInventory SoldProduct
Inventory Summary Inventory SummaryProduct
Inventory TransactionsInventory TransactionsProduct
Inventory VelocityInventory VelocityProduct
Label ReportShipping LabelsShipping
Lifetime ValueLifetime ValueContacts
NexternalNexternal Order ExportShipping
Payment ReportPayment GatewayFinancial
*This is a new reportPOS End Of DayFinancial
Qualification DateClub Members On X DateClub Members
QuickBooks V2QuickBooks V2Financial
Sales by CategorySales Summary by CategorySales
Sales by CustomerOrders by CustomerSales
Sales by DateOrders by Ship/Pickup DateSales
Sales by Order NumberOrders by NumberSales
Sales by Sales AssociateSales Summary by AssociateSales
Sales by SKUSales Summary by ProductSales
Sales by StateSales Summary by StateSales
Sales by Tender DetailPayment Type DetailFinancial
Sales by Tender TypePayment Type Summary Financial
Sales by Detail XOrder DetailSales
Search SummarySearch SummaryMarketing
Search Log DetailSearch DetailMarketing
Ship CompliantShipCompliant ProductsProduct
ShipCompliant (1011)ShipCompliantCompliance
User Choice ClubsUser Choice Club SeasonsClub Members
WineDirect FulfillmentWineDirectShipping
WSN ReportWSN-205Shipping

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