Reports Overview

The reports inside Commerce7 are quick snap shots of sales and data. These reports can be filtered down to narrow your search and the reports can be emailed to yourself. 

These reports don't dive deep into the data and most do not provide associated order numbers, but don't worry we have options! If the reports in the admin panel don't provide the data you require we recommend using; 

Below is a summary of each report in Commerce7; 

Order ReportsCommerce7-Order-Reports

Closing Report - used for end of day reporting with one date selected. 

Sales by Day - a breakdown of sales by each day based on the time frame selected. 

Sales by Month - a breakdown of sales by each month based on the time frame selected. 

Sales by Channel - a breakdown by sales channel i.e. POS, Web, Club and Inbound based on the time frame selected. 

Sales by Sales Associate - used for employee commission or target tracking. A date range can be selected and data is broken down for each sales associate. 

Sales by Club - a breakdown of the sales between different clubs that you have setup. This report does not include club package sales we recommend using the Order Export for detailed data on club orders. 

Sales by POS Profile - a breakdown of sales for each POS Profile that is setup.

Sales by Tag -  a breakdown of sales by each order tag you have setup within the date range selected. 

Sales by Customer - a breakdown of sales data by customer. Customers that don't have a customer profile i.e. customers processed in the tasting room that did not provide an email address will appear as 'null null' on the report. 

Sales by SKU - a breakdown of total sales by each sku based on the time frame selected. This report will not include shipping charges. 

Sales by Department - breakdown of total sales by each department that you have setup. If you have products that don't have a selected department they will appear on the report with a blank department name.

Sales by Ship Country -  a breakdown of total sales by each country that orders shipped to for the time frame selected. This report does not include order numbers and we recommend using the Order Export for more detailed data. 

Sales by Ship Country/State - a breakdown of total sales by each state that orders shipped to for the time frame select. This report does not include order numbers and we recommend using the Order Export for more detailed data.

Sales by Bill Country - a breakdown of total sales broken down by billing address country on the order by billing address for the time frame selected. 

Sales by Bill Country/State - a breakdown of total sales broken down by billing address state on the order for the time frame selected. 

Coupon Usage - a breakdown of product discount value and shipping discount value for each coupon title that applied to orders within the time frame selected. This report will not show the price different and will not link to orders. 

Promotions Usage - a breakdown of  product discount value and shipping discount value for each promotion title that applied to orders within the time frame selected. This report will not show the price difference and will not link to orders 

The Order Export with Order Details will display the original price and actual price that was charged, but will not list the name of the discount that applied to the order. 

Finance ReportsCommerce7-Finance-Reports

Tender Report - a breakdown of total sales by tender i.e. Cash, Credit Card type and External payments for the time frame selected.

Tender Detail Report - a breakdown of tenders for a single date with associated order number. This report now has an option to filter gift cards. 

Tax Report - a breakdown of taxes collected, broken down by country and state for the time frame selected. 

Customer ReportsCommerce7-Customer-Reports

Customer by Country - this report totals the number of customers in each country based on the default billing address on file. 

Customers by Month - this report breaks down the total number of customers in each month. 

First Time Customers - this report populates all customers that have made at least one order during the time frame selected. 

Repeat Customers - this report breaks down the orders for each customer that made more than one purchase during the time frame selected. 

Club ReportsCommerce7-Club-Reports

Club Member by Club - overview of each club and the number of active, cancelled and on hold club members. 

Club Signups by Month - total number of club sign ups by month for the time frame selected. 

Club Signups by Sales Associate - total number of club sign ups completed by each sales associate for the selected time frame. This report can be used for employee commission or target tracking. 

Club Members by Ship to Country - total number of club members broken down by country on the club members default shipping address. 

Club Members by Ship to Country State - total number of club members broken down by state on the club members default address.  

Club Members by Bill to Country - total number of club members broken down by country on the club members default billing address. 

Club Members by Bill to Country State - total number of club members broken down by state on the club members default billing address. 

Club Cancel by Month - total number of club membership cancellations by month for the time frame selected. 

Club Cancels by Reason - breakdown of the reason selected when a club member cancels their club membership i.e. 'Switching clubs' or 'Moving,' for the time frame selected. 

Inventory ReportsCommerce7-Inventory-Reports

Inventory Position - a snap shot of each SKU's available for sale, reserved and allocated inventory on a single date. This report can be used for inventory reconciliation. 

Inventory Transactions - with a selected date range this report shows when inventory moves from available for sale to allocated and then from allocated and out of the system, for each sku with associated order numbers and dates. This report also includes all transfers, resets and adjustments made to inventory for each sku. 

Reserved Inventory - shows a history of all transactions of inventory from available for sale to reserved inventory. 

Allocated Inventory - shows a history of all transactions of inventory from available for sale to allocated inventory with an associated order number 

 

Order Export with Order Details 

The Order Export is the most detailed export related to your orders and can be used for multiple purposes i.e. sales reporting, accounting, in-house fulfillment etc. When you export your orders a .cvs file will be emailed and you can sort and manipulate the data accordingly. 

For step by step instructions on how to use the filter tool and export your orders please review our documentation on How Do I Export Orders?

 

Using Queries for Order Reports

Commerce7 has a query building feature under the Marketing Tab that allows you to add conditions based on the data you want to segment (i.e. a List Builder). Learn more about; 

Custom Reports

If the reports, export and queries in Commerce7 are not populating the data you require, you can use one of our existing integrations for custom reports or custom build a report using our APIs. 

Here is a link to our partners that currently offer custom reporting; 

WinePulse - https://www.winepulse.com/

Treefrog Digital - https://commerce7.treefrogdigital.com/customreports/

Juice Box Direct - https://www.juiceboxdash.com/