Platform: Enolytics DTC
Summary:
What it shows: A comprehensive breakdown of all sales activity by different sales attributes (like sales channels, product categories, or customer segments). This ready-made report gives you a complete financial picture with order counts, refunds, net sales, shipping, taxes, and tips — no setup needed.
Who should use it:
• Winery owners and managers analyzing sales performance across different categories
• Operations teams tracking financial metrics and tax reporting
When to use it:
• Monthly or quarterly reviews to understand which sales attributes drive the most revenue
• Tax season preparation when you need detailed breakdowns of sales, shipping, and tax amounts
• Performance analysis to identify your strongest and weakest sales categories
Questions this report answers:
• How do I see a breakdown of sales by channel or category with all the financial details?
• Where can I find total sales amounts including shipping and taxes for each sales attribute?
• Can I get a report showing paid orders versus complimentary orders by sales type?
• How do I pull financial data that includes refunds, tips, and net sales all in one view?
• Where can I see CRV taxes and regular taxes broken out by sales attribute?
Tip: Use the date picker to focus on specific periods since all measures show current period (CP) data. The "Total After Tips CP" column gives you the true final revenue number including everything customers actually paid.
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: Business Reports/Sales Summary
Click Sales by Sales Attribute
Quick Stats:
0 filter(s) applied
1 dimension(s) displayed
10 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 remain intact and will not be overwritten.
📝 Original Description
Sales breakdown by channels, categories, or segments showing order counts, refunds, net sales, shipping, taxes, and tips data.
Filters Applied
✅ No filters applied - this bookmark shows all available data.
📋 Columns Displayed
Dimensions:
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:
bcde43c4-8b1d-42af-a971-324ab9f55c8b