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WinePulse Reports Section: Finance

Get detailed data on orders, tenders and taxes

Depending on what you’d like to analyze, you’ll find a range of reports designed to surface the specific insights you’re looking for.

  1. Choose 08- Finance

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  2. Choose the applicable report based on what you're looking for.

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Example

Here's an example of the Order Detail report:

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FAQ

  1. Does WinePulse support accounting/QuickBooks daily reports?
    No.
  2. Where can I see a tax breakdown by state?
    Go to 08-Finance > 05-Taxes Summary. You’ll see it broken down by Tax Type and State.
  3. Does WinePulse reflect Commerce7’s order-level tax method?

    Yes. Commerce7 calculates tax at the order level, and WinePulse reflects that same calculation logic.

  4. Are COGS reported on Bundle SKUs? 
    Yes. WinePulse reports COGs for bundle SKUs. Go to the folder 08-Finance > 03- Order Detail with Bundle breakdown. The bundle is itemized and reported with its associated sales, quantities, COGS, and other metrics. The report also includes individual SKUs that were not part of a bundle.