Platform: Enolytics DTC
Summary:
What it shows: A comprehensive breakdown of all sales revenue by order type and channel for any date range you select. This ready-made report gives you the complete financial picture — from net sales and shipping to taxes, tips, and final totals — organized by how customers ordered (order type) and where they bought (channel). No setup needed, just pick your dates and go.
Who should use it:
• Accounting teams reconciling daily sales and preparing financial reports
• General managers tracking revenue performance across all sales channels
When to use it:
• Daily sales reconciliation and end-of-day reporting
• Monthly financial close processes when you need detailed revenue breakdowns
• Analyzing channel performance with complete cost and tax visibility
Questions this report answers:
• "How do I get a sales breakdown that matches our old WineDirect Sales by Order Type report?"
• "Where can I see total revenue broken down by tasting room, website, and club sales?"
• "Can I pull a report showing net sales, shipping, taxes, and tips all in one place?"
• "How do I find daily sales totals separated by order type and channel?"
• "Where can I get a complete accounting view of all revenue streams for financial reporting?"
Tip: Remember to set your date range in the date picker since this report shows current period (CP) measures — the data will reflect whatever time frame you select.
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 by Order Type and Channel
Quick Stats:
0 filter(s) applied
4 dimension(s) displayed
7 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 revenue breakdown by order type and channel showing net sales, shipping, taxes, tips, and totals for selected dates.
Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
Dimensions:
Order Type — The order_type is the channel or order type the transaction happened in. Order Type is the lowest level of the transaction channel. Commerce7 has limited channels (POS, Club, Web, Inbound), while WD allows for free text creation of order types. The channel in Commerce7 is equivalent to the order type in WD. VST doesn't have a field for channel but has a set of booleans (isClub, IsWeb, etc.) that allow us to create an order type.
Channel — This is a mapped field, where we map the order type to an aggregated channel (eg. iPad and Mobile both can map to channel POS.)
POS Profile — C7 POS Profile
Sales Attribute — This is a WineDirect specific field. Sales attribute are discreet dropdown values helping to categorize the order. It is not often used.
Measures:
ℹ️ Additional Details
Bookmark ID:
1babbcb1-b5c1-4598-9ff7-613bfc5f35fd