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CRV Report

California Redemption Value tax breakdown report showing CRV amounts, bottle counts, and complimentary sales by channel and wine SKU.

Updated over 2 weeks ago

Platform: Enolytics DTC

Summary:

What it shows: A comprehensive breakdown of California Redemption Value (CRV) taxes by sales channel and individual wine SKU for the current period. This ready-made report shows bottle counts, CRV tax amounts, and flags whether items were sold as complimentary ($0) — no setup needed.

Who should use it:
• Finance teams managing tax compliance and reporting
• Operations managers tracking CRV obligations by product and channel

When to use it:
• Preparing CRV tax filings and compliance reports
• Analyzing which products and channels generate the most CRV liability
• Reconciling complimentary bottles that still carry CRV obligations

Questions this report answers:
• "How do I calculate our total CRV taxes owed for this period?"
• "Can I get a breakdown of CRV by sales channel — club vs. tasting room vs. website?"
• "Where can I see CRV taxes on complimentary bottles we gave away?"
• "How do I pull a report showing CRV liability by individual wine SKU?"
• "Which of our wines are generating the most CRV tax obligations?"

Tip: Pay attention to the "Is 0 Dollar Item" column — complimentary bottles still carry CRV tax liability even when sold at $0. Make sure to set your date picker to capture the correct current period for accurate tax reporting.

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

  • Click CRV Report

Quick Stats:

  • 0 filter(s) applied

  • 5 dimension(s) displayed

  • 2 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

California Redemption Value tax breakdown report showing CRV amounts, bottle counts, and complimentary sales by channel and wine SKU.


Filters Applied

✅ No filters applied - this bookmark shows all available data.


📋 Columns Displayed

Dimensions:

  • 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.)

  • Item SKU — The unique product sku (stock keeping unit) as defined in the CRM

  • Item Name — The name of the product as defined in the CRM

  • Volume In Ml — The volume of the bottle in ml. This needs to be a FLOAT64 and will be used to help us calculate the number of 9L equivalent cases.

  • Is 0 Dollar Item — The net sales/subtotal of the order item is $0.

Measures:


ℹ️ Additional Details

  • Bookmark ID: fda022d9-6b47-4d0e-86d3-cf633f1f8949

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