Report Bases

Use the Base reports in the eWinery Report Center as a starting point to create your own reports for sales or members in eWinery.

Base Report Definitions

Allocation Offering | Summary report for the members an allocation or allocations have been offered to and the open period for that allocation

• Club Member Report
• This report will give you member details and club membership information for anyone who has a club membership (both active and cancelled) on the eWinery system. The report defaults to looking for Active members only, to view both active and cancelled remove the "ActiveClubMember?" filter in Step 2.

• Gift Card Usage Report
• This report will show you a list of all orders that used a eWinery gift Certificate as tender.

• Member
• This report is the widest net you can cast against member data in your database. This report will show you any attribute for your members with the exception of sales data.

• Member Addresses
• A summary report for all of the address info for each member. Results will be the member name, billing address, shipping address (primary from address book) and club shipping address.

• Member Value
• This report looks at the spending habits of all of your customers. It takes into account all sales channels and returns results for Total spend, average spend and last purchase. This is an excellent report for identifying your top customers.

• Sales Detailed
• A sales report that looks breaks down orders by line item. This is the most detailed information you can get against sales records.

• Sales Summary
• A summarized version of the report above, one line per order with no item breakdown.

• Sales Tax By State
• A version of the sales Summary Report above that looks specifically at Ship to States and Sales Tax.

• TPI Report
• This custom report is used for exporting order data in a specific format required for those customers using the Transaction Pro Importer (TPI) tool for QuickBooks.

• Will Call Report
• This is another version of the Sales Summary report that looks at only orders that have a shipping type of "Will Call". This report includes the ability to filter by whether or not the order has been picked up.