Reports

The reporting system in Wine Software drives the presentation of your data. The reporting system covers a complete spectrum of the system from sales to inventory to customer purchases to compliance, taxation, fulfillment and more.

Reports are easily accessed from the main menu. Each menu option has a Reports section listing common reports. At the bottom of the Reports list is “More Reports”. Clicking this link will bring you to a complete reports list for the active menu.

You can see a list of ALL reports by going to the System Setup menu and choosing Reports.

This document tells you how to run a report. It is recommended that you experiment on your own running different reports to get a sense of what is available.

Let’s use the ‘Inventory Sales by Sales Department’ report as an example. From the Sales & Fulfillment menu, choose this report:

Filter Tab

Use filters to limit a report to specific data. For example, a sales report will list sales of all items with sales activity, however you can use the Item Group filter to specify just Wine. This removes all non-wine items (food, clothing, tastes, etc.) from the report.

There are many filters to choose from. It is a good idea to become familiar with the filters as this will help you narrow down the report to contain just what you’re after in the report.

Use the drop-down list on each filter row to select a value, or, use the multi-select button to the right of the drop-down. The multi-select button allows you to select more than one value as your filter such as ‘Wine’ AND ‘Tastes’.

Filters with a red asterisk to the left are required.

Adding Filters to a Report (Design Screen)

On the toolbar of the report page, you will see a protractor. This allows you to Design the report filters. Here, you can choose additional filters to be included on the report.

Saving a Report

You can save a report and its filters by clicking the disk icon on this Design screen and naming the report. This creates a ‘User defined’ report that is accessible from the reports list when you click More under the reports list on a menu.

Click Run to return to the main report screen.

Sort Tab

Reports can be sorted in different ways. Most reports are sorted alphabetically by default. Use the Sort tab to change the sort behavior. For example, choose Quantity instead of Item Description to sort by quantity sold.

Check the Descending checkbox to sort highest to lowest. Uncheck the box to sort lowest to highest.

You can select up to 5 fields to sort by.

Running the Report

Once you have set you filter and sort values, you can run the report. Simply click the Print or Preview icons on the toolbar.

Top Values

You can select the number of rows to be returned on a report using the top values on the main report page. For example, say you wanted to see the top 10 wines that club members are ordering from your online store during a holiday promotion.

Filters

Date Range	Date of promotion
Sales Department	Ecommerce	(only show ecommerce activity)
Sales Group	Club Sales	(only include club members)
Item Group	Wine	(only wine items)

Sort

Quantity	Descending	(sort by qty - highest to lowest)
Top Values	10	(only return 10 items on the report)

Exporting Reports (Excel, PDF, Email)

While previewing a report on the screen, choose an action of Excel, PDF, or Email from the toolbar and follow the prompts.