📁 Public Bookmarks Folder: Accounting Reports
📌 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.
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📝 Original Description
This is similar to the old WineDirect Sales by Order Type report. We list Order Type, Channel, Subtotal (Net Sales), Shipping, Taxes, CRV Taxes, Total, Tips and Total after Tips for the period.
🔻 Filters Applied
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📋 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
📁 Public Bookmarks Folder: Accounting Reports
🔑 Bookmark ID:
1babbcb1-b5c1-4598-9ff7-613bfc5f35fd