Reports (NEW)

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:

Access Reports Section-1

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

Report Types-1

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

Filters-2

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!

Headers

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
Order Report CSV-1

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
Product Order Item Report CSV-1

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
Order Tax Report CSV

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
Personalization Report CSV

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)
Commission Report CSV

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 #
Gift Certificate Report CSV

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:

Download CSV

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

Looking for more? Click Here to access the Simple Reports.