Wine Club Batch Reports

Here are a few of the reports we suggest for managing your Wine Club. Of course these reports are suggestions that can be edited and adjusted to meet your needs.

Member Reports | Sales Reports

• Member Count by Club Level
• Sales by Club Batch and Level

• Member Count by Shipping Type
  Sign Ups by Club Level or Sales Associate
  Memberships with Hold Reasons
  Cancellations with Reason
  Club Notes Report
• Pick Up Reports
  - Orders that HAVE been picked up
  - Orders that HAVE NOT been picked up

Club Member Reports

In the eWinery Report Center, the Club Members Report contains all of the reportable fields from the member record with regard to a club membership regardless of status. The base report used here focuses on active members only and will return one line per active club membership (customers with more than one wine club membership on their account). You will find that many of the reports listed below use the same report, filtered differently to get the desired results.

Here are a few examples of the kinds of reports you can create using the Club Members base report.

• • Member Count by Club Level
  • Member Count by Shipping Type
  • Sign Ups by Club Level or Sales Associate
• • Memberships on Hold with Reason
  • Cancellations with Reason
  • Club Notes Report (special requests)

Member Count by Club Level or Shipping Type

1. In the eWinery Admin Panel, select "Reports" from the top navigation.
   From the sub menu, choose Report Center > Report Builder.
   
2. In step one of the Report Center, use the following settings:
   
   • Report Name = Member Count by Club Level
   • Visibility = Shared
   • Report Level = (optional)
   • Report Base = Club Member Report
   • Description = (optional, make whatever note you would like here)
     
     
3. When your setting are complete, click "Next" and continue to Step 2.
   
   
   
4. In Step 2, set the fields you wish to use in your report. The Base report will pre-populate your selected fields for this report. For this version of this report, we will need to remove some of these fields. Remove the following fields from this report by clicking the red "x" next to the selected field.
   
   
   • Club Level Number of Bottles
   • Club Level Rate
     
5. You may also rearrange the fields in this report by drag and dropping them into the desired order in the Selected Fields section on the right side of your screen.
   
   We Suggest the following order:
   • Club Member is Active?
   • Club Level
   • First Name
   • Last Name
   • Club Level Ship Type
   • Club Level Ship First Name
   • Club Level Ship Last Name
   • Club Member On Hold?
   • On Hold End Date
     
6. Add any filters that apply to your report. The Club Member base report defaults to having a filter for whether or not the club membership is active.
   

7. When you are done arranging your report and adding filters, click "Next" to move on to Step 3.
   

8. In Step 3, the Report Builder summarizes how you have set this report up. It will also run a preview of the first five rows of the report. Use this summary to make sure your report is pulling the correct fields.
   
   If you need to make changes, return to Step 2 and make your changes.
   
   
   
   
   
   
   
   

9. When the report summary looks correct, Click "Save & Run". This will save a copy of this report to the "My Reports" section of the Report Center and run a current copy of the report out to Excel.
   
   When the report is done running, you will be prompted to specify whether you would like to save a copy of the report or open it using Excel. How this is presented may vary depending your personal browser settings.
   
   
10. Once you have the report in Excel, you can then summarize the report by Club Level. The most efficient way to summarize this data (or any data from the Report Center) is to use a Pivot Table. We have provided a sample copy of an Excel file with summarize club information below. Use the link below to learn more about Pivot Tables.
    Sample: Member Count by Club Level | Using Pivot Tables in Excel

Sign-Ups by Club Level or Sales Associate

1. In the eWinery Admin Panel, select "Reports" from the top navigation.
   From the sub menu, choose Report Center > Report Builder.
   
2. In step one of the Report Center, use the following settings:
   
   • Report Name = Monthly Club Sign-Ups
   • Visibility = Shared
   • Report Level = (optional)
   • Report Base = Club Member Report
   • Description = (optional, make whatever note you would like here)
     
     
3. When your setting are complete, click "Next" and continue to Step 2.
   
   
   
4. In Step 2, set the fields you wish to use in your report. The Base report will pre-populate your selected fields for this report. For this version of this report, we will need to remove some of these fields. Remove the following fields from this report by clicking the red "x" next to the selected field.
   
   
   • Club Level Number of Bottles
   • Club Level Rate
     
5. You will need to add a field into this report, the field you want is called "Sales Associate".
   
6. You may also rearrange the fields in this report by drag and dropping them into the desired order in the Selected Fields section on the right side of your screen.
   
   We Suggest the following order:
   • Club Member is Active?
   • Membership Activate Date
   • Club Level
   • Club Level Shipping Type
   • Sales Associate
   • First Name
   • Last Name
   • Club Level Ship First Name
   • Club Level Ship Last Name
   • Club Member On Hold?
   • On Hold End Date
     
7. Add any filters that apply to your report. The Club Member base report defaults to having a filter for whether or not the club membership is active.
   

8. When you are done arranging your report and adding filters, click "Next" to move on to Step 3.
   

9. In Step 3, the Report Builder summarizes how you have set this report up. It will also run a preview of the first five rows of the report. Use this summary to make sure your report is pulling the correct fields.
   
   If you need to make changes, return to Step 2 and make your changes.
   
   
   
   
   
   
   
   

10. When the report summary looks correct, Click "Save & Run". This will save a copy of this report to the "My Reports" section of the Report Center and run a current copy of the report out to Excel.
    
    When the report is done running, you will be prompted to specify whether you would like to save a copy of the report or ope it using Excel. How this is presented may vary depending your personal browser settings.
    
    
11. Once you have the report in Excel, you can then summarize the report by Sales Associate. The most efficient way to summarize this data (or any data from the Report Center) is to use a Pivot Table. We have provided a sample copy of an Excel file with summarize club information below. Use the link below to learn more about Pivot Tables.
    Sample: Signups by Sales Associate & Date | Using Pivot Tables in Excel

Reports with Cancellation & Hold Reasons

We Suggest the following order for the Cancellation Reasons Report: Club Member is Active? Club Level Club Level Shipping Type First Name Last Name Club Level Ship First Name Club Level Ship Last Name Club Member Date Added Club Member Date Canceled Club Member Cancel Reason | We Suggest the following order for the Hold Reason Report: Club Member is Active? Club Level Club Level Shipping Type First Name Last Name Club Level Ship First Name Club Level Ship Last Name Club Member Date Added Club Member On Hold? On Hold Start Date On Hold End Date Club Member Hold Reason

1. In the eWinery Admin Panel, select "Reports" from the top navigatoon.
   From the sub menu, choose Report Center > Report Builder.
   
2. In step one of the Report Center, use the following settings:
   
   • Report Name = (optional)
   • Visibility = Shared
   • Report Level = (optional)
   • Report Base = Club Member Report
   • Description = (optional, make whatever note you would like here)
     
     
3. When your setting are complete, click "Next" and continue to Step 2.
   
   
   
4. In Step 2, set the fields you wish to use in your report. The Base report will pre-populate your selected fields for this report. For this version of this report, we will need to remove some of these fields. Remove the following fields from this report by clicking the red "x" next to the selected field.
   
   • Club Level Number of Bottles
   • Club Level Rate
     
     
     
5. You will need to add a fields into this report, the fields you want are:
   
   - Club Member Cancel Reason
   - Club Member Hold Reason
   
   
6. You may also rearrange the fields in this report by drag and dropping them into the desired order in the Selected Fields section on the right side of your screen.

7. Add any filters that apply to your report. The Club Member base report defaults to having a filter for whether or not the club membership is active.

   

8. When you are done arranging your report and adding filters, click "Next" to move on to Step 3.
   

9. In Step 3, the Report Builder summarizes how you have set this report up. It will also run a preview of the first five rows of the report. Use this summary to make sure your report is pulling the correct fields.
   
   If you need to make changes, return to Step 2 and make your changes.
   
   
   
   
   
   
   
   

10. When the report summary looks correct, Click "Save & Run". This will save a copy of this report to the "My Reports" section of the Report Center and run a current copy of the report out to Excel.
    
    When the report is done running, you will be prompted to specify whether you would like to save a copy of the report or ope it using Excel. How this is presented may vary depending your personal browser settings.
    
    
11. Once you have the report in Excel, you can then summarize the report by Sales Associate. The most efficient way to summarize this data (or any data from the Report Center) is to use a Pivot Table. We have provided a sample copy of an Excel file with summarize club information below. Use the link below to learn more about Pivot Tables.
    Sample: Cancellations with Reasons | Sample: Club Members on Hold with Reasons
    Using Pivot Tables in Excel

Club Notes Report

1. In the eWinery Admin Panel, select "Reports" from the top navigation.
   From the sub menu, choose Report Center > Report Builder.
   
2. In step one of the Report Center, use the following settings;
   
   • Report Name = Wine Club Notes
   • Visibility = Shared
   • Report Level = (optional)
   • Report Base = Club Member Report
   • Description = (optional, make whatever note you would like here)
     
     
3. When your setting are complete, click "Next" and continue to Step 2.
   
   
   
   
4. In Step 2, set the fields you wish to use in your report. The Base report will pre-populate your selected fields for this report. For this version of this report, we will need to remove some of these fields. Remove the following fields from this report by clicking the red "x" next to the selected field.
   
   
   • Club Level Number of Bottles
   • Club Level Rate
   • Club Member On Hold?
   • On Hold End Date
   • Club Member Cancel Date
   • Club Level Shipping Type
   • Membership Activate Date
   • Club Level Ship First Name
   • Club Level Ship Last Name
     

5. You will need to add the field called "Club Member Notes".

6. You may also rearrange the fields in this report by drag and dropping them into the desired order in the Selected Fields section on the right side of your screen.

   We Suggest the following order:
   • Club Member is Active?
   • Club Level
   • First Name
   • Last Name
   • Club Member Notes
     
7. Add any filters that apply to your report. The Club Member base report defaults to having a filter for whether or not the club membership is active.
   

8. When you are done arranging your report and adding filters, click "Next" to move on to Step 3.
   

9. In Step 3, the Report Builder summarizes how you have set this report up. It will also run a preview of the first five rows of the report. Use this summary to make sure your report is pulling the correct fields.
   
   If you need to make changes, return to Step 2 and make your changes.
   
   
   
   
   
   
   
   

10. When the report summary looks correct, Click "Save & Run". This will save a copy of this report to the "My Reports" section of the Report Center and run a current copy of the report out to Excel.
    
    When the report is done running, you will be prompted to specify whether you would like to save a copy of the report or ope it using Excel. How this is presented may vary depending your personal browser settings.
    
    
11. Once you have the report in Excel, you can then summarize the report by Sales Associate. The most efficient way to summarize this data (or any data from the Report Center) is to use a Pivot Table. We have provided a sample copy of an Excel file with summarize club information below. Use the link below to learn more about Pivot Tables.
    Sample: Wine Club Notes | Using Pivot Tables in Excel

Club Sales Reports

In the eWinery Report Center, the Club Members Report contains all of the reportable fields from the member record with regard to a club membership regardless of status. The base report used here focuses on active members only and will return one line per active club membership (customers with more than one wine club membership on their account). You will find that many of the reports listed below use the same report, filtered differently to get the desired results.

Using the Sales Summary Base Report | Using the Sales Detailed Base Report

• • Sales by Club Batch and Level
  • Pick-Up Reports (2 versions)
    • Orders that HAVE been picked up.
    • Orders the HAVE NOT been picked up
• • Sales by Club Level & SKU

Sales by Club Batch and Level

1. In the eWinery Admin Panel, select "Reports" from the top navigation.
   From the sub menu, choose Report Center > Report Builder.
   
2. In step one of the Report Center, use the following settings:
   
   • Report Name = Sales Summary Report (or whatever you want to call it)
   • Visibility = Shared
   • Report Level = (optional)
   • Report Base = Sales Summary
   • Description = (optional, make whatever note you would like here)
     
     
3. When your setting are complete, click "Next" and continue to Step 2.
   
   
   
4. In Step 2, set the fields you wish to use in your report. The Base report will pre-populate your selected fields for this report.
   
   For this version of this report, we will need to add fields. To add fields to a report, locate the field in question in the list on the left, then drag and drop it onto the "Selected Fields" list on the right.
   
   We suggest adding the following fields to this report:
   
   • Order Type
   • Club Batch Number
   • Club Batch
   • Club Level
   • Ship Carrier
     
5. You may also rearrange the fields in this report by drag and dropping them into the desired order in the Selected Fields section on the right side of your screen.
   
   We suggest the following order:
   • Order Status
   • Order Type
   • Order Date Completed
   • Club Batch Number
   • Club Batch
   • Club Level
   • Order Number
   • Billing First Name
   • Billing Last Name
   • Order Subtotal
   • Order Shipping
   • Order Taxes
   • Order Total
   • Ship Carrier
   • Will Call?
   • Will Call Picked Up?
     
6. Add any filters that apply to your report.
   
   The Sales Summary base report defaults to looking for orders with a "Completed" status processed after 6/1/2013. You will most likely need to adjust the date range.
   
   Learn more about eWinery Report Filters in the eWinery Report Center.
   
   Here are the filters we suggest:
   • Will Call Picked Up? = false
   • Order Status = Completed Order
   • Order Type = Club
   • Order Date Completed (>/=) "Start Date"
   • Order Date Completed (

7. When you are done arranging your report and adding filters, click "Next" to move on to Step 3.
   

8. In Step 3, the Report Builder summarizes how you have set this report up. It will also run a preview of the first five rows of the report. Use this summary to make sure your report is pulling the correct fields.
   
   If you need to make changes, return to Step 2 and make your changes.

9. When the report summary looks correct, Click "Save & Run". This will save a copy of this report to the "My Reports" section of the Report Center and run a current copy of the report out to Excel.
   
   When the report is done running, you will be prompted to specify whether you would like to save a copy of the report or open it using Excel. How this is presented may vary depending your personal browser settings.
   
   
   
   
   
   
   
   
   
   
   
10. Once you have the report in Excel, you can then summarize the report by Club Level. The most efficient way to summarize this data (or any data from the Report Center) is to use a Pivot Table. We have provided a sample copy of an Excel file with summarize club information below. Use the link below to learn more about Pivot Tables.
    Sample: Wine Club Sales Report | Using Pivot Tables in Excel

Wine Club Pick Up Report

1. In the eWinery Admin Panel, select "Reports" from the top navigation.
   From the sub menu, choose Report Center > Report Builder.
   
2. In step one of the Report Center, use the following settings:
   
   • Report Name = Wine Club Will Call Report (or whatever you want to call it)
   • Visibility = Shared
   • Report Level = (optional)
   • Report Base = Sales Summary
   • Description = (optional, make whatever note you would like here)
     
     
3. When your setting are complete, click "Next" and continue to Step 2.
   
   
   
4. In Step 2, set the fields you wish to use in your report. The base report will pre-populate your selected fields for this report.
   
   For this version of this report, we will need to add fields. To add fields to a report, locate the field in question in the list on the left, then drag and drop it onto the "Selected Fields" list on the right.
   
   We suggest adding the following fields to this report:
   
   • Order Type
   • Club Batch Number
   • Club Batch
   • Club Level
     
5. You may also rearrange the fields in this report by drag and dropping them into the desired order in the Selected Fields section on the right side of your screen.
   
   We Suggest the following order:
   • Order Status
   • Order Type
   • Order Date Completed
   • Club Batch Number
   • Club Batch
   • Club Level
   • Order Number
   • Billing First Name
   • Billing Last Name
   • Order Total
   • Will Call?
   • Will Call Picked Up?
     
6. Add any filters that apply to your report.
   Learn more about filtering in eWinery Report Filters.
   
   Here are the filters we suggest:
   • Will Call Picked Up? = false*
   • Order Status = Completed Order
   • Order Type = Club
   • Order Date Completed (>/=) "Start Date"
   • Order Date Completed (
     
     *If you are looking for a report of the order that HAVE been picked up, change this filter to "true".

7. When you are done arranging your report and adding filters, click "Next" to move on to Step 3.
   

8. In Step 3, the Report Builder summarizes how you have set this report up. It will also run a preview of the first five rows of the report. Use this summary to make sure your report is pulling the correct fields.
   
   If you need to make changes, return to Step 2 and make your changes.
   

9. When the report summary looks correct, Click "Save & Run". This will save a copy of this report to the "My Reports" section of the Report Center and run a current copy of the report out to Excel.
   
   
   
   When the report is done running, you will be prompted to specify whether you would like to save a copy of the report or open it using Excel. How this is presented may vary depending your personal browser settings.
   
   Sample: Wine Club Pick Up Report

Club Sales by SKU

1. In the eWinery Admin Panel, select "Reports" from the top navigation.
   From the sub menu, choose Report Center > Report Builder.
   
2. In step one of the Report Center, use the following settings:
   
   • Report Name = Club Sales by SKU (or whatever you want to call it)
   • Visibility = Shared
   • Report Level = (optional)
   • Report Base = Sales Detailed
   • Description = (optional, make whatever note you would like here)
     
     
3. When your setting are complete, click "Next" and continue to Step 2.
   
   
   
4. In Step 2, set the fields you wish to use in your report. The Base report will pre-populate your selected fields for this report.
   
   For this version of this report, we will need to add fields. To add fields to a report, locate the field in question in the list on the left, then drag and drop it onto the "Selected Fields" list on the right.
   
   We suggest adding the following fields to this report:
   
   • Order Type
   • Club Batch Number
   • Club Batch
   • Club Level
   • Ship Carrier
     
5. You may also rearrange the fields in this report by drag and dropping them into the desired order in the Selected Fields section on the right side of your screen.
   
   We suggest the following order:
   • Order Status
   • Order Type
   • Order Date Completed
   • Club Batch Number
   • Club Batch
   • Club Level
   • Order Number
   • Billing First Name
   • Billing Last Name
   • Order Subtotal
   • Order Shipping
   • Order Taxes
   • Order Total
   • Ship Carrier
   • Will Call?
   • Will Call Picked Up?
     
6. Add any filters that apply to your report.
   
   The Sales Detailed base report defaults to looking for orders with a "Completed" status processed after 6/1/2013. You will most likely need to adjust the date range.
   
   Learn more about eWinery Report Filters in the eWinery Report Center.
   
   
   Here are the filters we suggest:
   • Order Status = Completed Order
   • Club Order? = yes
   • Order Date Completed (>/=) "Start Date"
   • Order Date Completed (

7. When you are done arranging your report and adding filters, click "Next" to move on to Step 3.
   

8. In Step 3, the Report Builder summarizes how you have set this report up. It will also run a preview of the first five rows of the report. Use this summary to make sure your report is pulling the correct fields.
   
   If you need to make changes, return to Step 2 and make your changes.
   
   
   

9. When the report summary looks correct, Click "Save & Run". This will save a copy of this report to the "My Reports" section of the Report Center and run a current copy of the report out to Excel.
   
   When the report is done running, you will be prompted to specify whether you would like to save a copy of the report or open it using Excel. How this is presented may vary depending your personal browser settings.
   
   
10. Once you have the report in Excel, you can then summarize the report by Club Level. The most efficient way to summarize this data (or any data from the Report Center) is to use a Pivot Table. We have provided a sample copy of an Excel file with summarize club information below. Use the link below to learn more about Pivot Tables.
    Sample: Wine Club Sales by SKU | Using Pivot Tables in Excel