Platform: Enolytics DTC
Summary:
What it shows: Your daily sales breakdown by department, showing the complete financial picture from gross sales through discounts to net sales. This matches the classic WineDirect Sales Overview format that many wineries rely on for daily accounting. No setup needed — just select your date range and go.
Who should use it:
• Accounting teams tracking daily revenue and reconciling transactions
• General managers monitoring departmental performance and discount impact
When to use it:
• Daily revenue reconciliation and end-of-day reporting
• Monthly closes when you need departmental sales breakdowns
• Analyzing discount patterns across different product categories
Questions this report answers:
• "How do I get a daily sales breakdown like the old WineDirect report?"
• "Where can I see gross sales, discounts, and net sales by department?"
• "Can I pull a report showing how much we discounted by product type today?"
• "How do I track daily revenue by department for accounting purposes?"
• "Where can I find our sales overview broken down by wine vs. merchandise vs. other products?"
Tip: Use the date picker to focus on specific periods — this report works great for single days, weeks, or months depending on your accounting cycle needs.
Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.
📂 How to Access This Report
This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.
To open it:
Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: Accounting Reports
Click Daily Activity - Sales Overview
Quick Stats:
0 filter(s) applied
1 dimension(s) displayed
3 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting
⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.
Filter Behavior: When you select this bookmark, your existing filters will be replaced with the bookmark's saved filters.
📝 Original Description
Daily sales breakdown by department showing gross sales, discounts, and net sales in WineDirect Sales Overview format for accounting.
Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
Dimensions:
Department — Departments serve as broad categories to help organize Products internally, mainly for accounting purposes and to be displayed in Reports. We use departments extensively to identify tasters, display data in the Tasting Room Module for Tasting Details and Glass Pours.
Measures:
ℹ️ Additional Details
Bookmark ID:
33a677f1-b172-4670-9786-29e29c132b4c