Reports

Learn how to run, customize, and download the new Reports in InkSoft Core!

How to access the Reports section

Click on the menu icon in any of your Stores to access the Global Navigation Drawer. Click on Reports in the list:

Report Types

The Reports section provides 6 different types of reports you can run, all with customization options you can use to generate the specific data you need for the report:

Order Report
Product Order Item Report
Order Tax Report
Personalization Report
Commission Report
Gift Certificate Report

Customizing Reports

After choosing a report to run, the results will immediately display below. You can then customize the Filters to get specific data - these include:

Timeline - A Date Range filter with presets and an option for a Custom Date Range
Store / Organization - Select the Store(s) you wish to run the report for
Payment Status - Filter by orders that are Not Paid, Partial, or Paid
Production Status - Open, Scheduled, In Production, Ready to Ship, Ready for Pick Up
Print Method List - Filter by Screen, Digital, Embroidery

To the right of your reports you will also see a circled + button that will open up to display a number of data points. From here you can select/deselect to manipulate the report and give you only the data you need (each report will have its own set of specific data points) - this gives you the flexibility to better manage your shop!

Report Criteria

Information on which data pulls for each report.

Almost all reports will contain some standard report data, such as:

Order Date
Order ID
First Name
Last Name
Store/Company

Additional data will then be specific to the report you are running. Here are the different reports you can run and some of the different pieces of data they can each provide:

Order Report

Provides critical Order information that includes:

Standard report data (seen above)
Email Address
Order Totals info
Gift Certificate info
Coupon Code
Order Rush Fee
Notes
Gift Message
Order Ship Date
Shipping Method / Pickup Location
Shipping Address info
Transaction ID
Total Payment Amount
Payment Method
Checkout Options / Inputs

Product Order Item Report

Provides detailed Product information for the orders:

Standard Report data (seen above)
Supplier Name
Manufacturer Name and SKU
Product Name and SKU
Product Style / Color
Product Size
MFG Color Size SKU
GTIN / UPC Code
Product Quantity
Decoration Method(s)
Product Price
Product Personalization Price
Personalization info
Coupon Code
Notes
Gift Message
Product Discount Total
Product Sub Total
Product Item Sales Tax
Product Item Total
Product Cost
Product Profit

Order Tax Report

Provides standard report data (seen above) as well as details regarding Taxation:

Email Address
Order Totals info
Gift Certificate info
Coupon Code
Order Rush Fee
Shipping Method / Pickup Location
Basic Shipping Address info
Shipping Zone
Billing Zone
Tax Zone
Tax Rate
Order Sales Tax Total
Tax ID
Tax Exempt
Transaction ID
Total Payment Amount
Payment Method

Personalization Report

Provides standard report data (seen above) as well as details for Personalization options:

Manufacturer Name and SKU
Product Name and SKU
Product Style / Color
Product Size
Product Quantity
Personalization Options info
Personalization Inputs info
Notes

Commission Report

Provides standard report data (seen above) as well as details for Commissions that have been configured for stores:

Email Address
Order Totals info
Gift Certificate info
Coupon Code
Order Rush Fee
Transaction ID
Total Payment Amount
Payment Method
Order Total Product Cost
Order Profit Percentage
Order Profit Amount
Sales Commission
Store Commission
Net (Total Amount Paid Less Commissions)

Gift Certificate Report

Provides details for Gift Certificates that have been Purchased / Issued:

Gift Certificate # / ID
Store / Company
Date Purchased / Issued
Amount
Remaining Balance
Issuer / Purchaser
Issued To
Issued Email
Reason / Order #
Applied to Order #

Viewing and Downloading Reports

You can scroll top to bottom and left to right to View all of the information for your report in the browser. To Download a CSV of your report, click on the download icon in the top right corner:

| Note: You can open and view/edit the CSV file in Excel or any other spreadsheet application.