Business Summary Report

The Business Summary Report is a one-page snapshot of your sales activity for any date range — built for a quick read rather than deep analysis. The headline numbers, a retail vs. wholesale split, and clean breakdowns by payment, cart, product, and customer type. Most useful as a morning check-in: did you hit your numbers yesterday, how did the tasting room perform, and is the club growing?

Create the report

1. Go to Reports > Additional Reports.
2. Click View Report on the Business Summary Report line.
3. Pick a start date and end date.
4. Choose a channel: All Channels, Retail, or Wholesale.
5. View the data directly in your browser using the tabs, or click Download for a PDF.

What's included

A single-page snapshot covering:

• Financial Summary: Funds in, charges out, what's settled, what's owed.
• Overview: Retail and wholesale side by side, with every line item that makes up customer paid.
• Customer Paid by Payment Type: Credit card, cash/external, invoice.
• Retail Sales by Cart Type: Order count and average net product grouped by where the order originated.
• Retail Sales by Product Category: Net product grouped by category (Wine, Sparkling, Tasting Fee, Reservation, Other Grocery, etc).
• Retail Sales by Customer Type: Order count and average net product grouped by customer type.
• Tasting Sales: Average tasting vs. non-tasting net sale per order that includes a tasting fee.
• Wholesale Sales by Product Category: Same breakdown for wholesale orders.
• Wholesale Sales by Customer Type: Same breakdown for wholesale orders.
• Inventory Reductions by Adjustment Reason: Stock reductions grouped by reason, shown at cost of goods.
• Club Activity: Total signups, cancellations, and net growth across all clubs, plus the same breakdown per individual club tier.

Good to know

• Settled via Stripe / ACH / Manually on Financial Summary shows how funds have moved to you. Stripe and ACH are automated; Manually settled would include physical check.
• Inventory Reductions show the cost of goods for each adjustment. Items marked "Unknown" haven't had a COGS value set on the product.

Platform Charges

• Credit Card Fee: Credit card processing fee for the order
• Pick Pack Fee: External fulfillment service fee for the order
• Shipping: Amount charged by the shipping provider (e.g. UPS)
• Sales Tax: Sales tax amount submitted by Vinoshipper
• Excise Tax: Excise tax amount submitted by Vinoshipper
• Custom State Tax: Custom tax amount submitted by Vinoshipper
• State Fees: Fee amount submitted by Vinoshipper for state laws (e.g. CRV)
• Handling Fee: A cost associated with processing orders by Vinoshipper
• Packing Credit: A fee for the provision by you of shipping services