Which reports can I download or generate?

There are several types of reports that you can generate or download from Sharefox to help you with your business reporting and operations:

Standard monthly reports. These can help you with monthly reconciliation, accounting and give a general overview of orders and payments within a given period. They are automatically scheduled to run on the first day of the month for data concerning the previous month
On-demand reports. Reports can also be generated on-demand for custom date ranges (where applicable), by clicking "Generate Report" in the Reports module, and following the instructions

Reports can also be set to automatically run on specific dates (eg. 15th of the month for the month in progress), and, in case of advanced setups, be sent on SFTP. This is an advanced function and needs to be enabled by our Support team
Accounting reports - can be found under the accounting files tab. For more information on the accounting file. See here

The reports are accessible via the Reports module.

Standard monthly reports

The reports are scheduled to be generated automatically on the 1st of the month for data concerning the previous month.

Customer Sales report

This report lists out all successful orders that were made within the reporting month regardless of payment method (online, invoice, kasse etc).

Each order is connected to a payment method indicating how the customer paid or is supposed to pay for their order. In case of Online payments the report will link to the payment done by the customer.

Note on Payments: The reports are only reporting on Sales and Payments done within the reporting period. It is possible to have an order happen at the end of the period and the payment come through after the period has ended.

You will find this report under the name format "Customer Sales Report YYYY-MM".

Customer Payment report

This report lists out all successful online (credit card) payment operations that were made in a specific range of time (monthly standard) including extra charge and refunds. These are the same orders as those found in the NETS payment report if you use this (see article).

Note that payments done through Invoice or Kasse is not included in this report. Failed payments and deposit reservations that are not captured are not in this list.

You will find this report under the name format "Customer Payment Report YYYY-MM".

Order line report

This lists all products and order lines that have been included in orders over a certain time interval (standard monthly).

Note: This report includes also internal orders, as well as items that have been changed on cancelled. Use filters to select your information of interest. You will find this report under the name format "Order line report Monthly YYYY-MM".

Additional reports

Inventory List

This report displays the full inventory list at a given date. Note: Included are both active and inactive inventory items for both physical and virtual inventory item types.

Customer List Report

This report provides a list of all customers (registered or with paid orders).

Daily Pickup (Booking Start) Summary Report

This report summarises the number of pickups or bookings that start within a chosen time period. The report will summarise the number of units from all orders, both per day for each day within the given time period and as a summary for all days combined. This report can be helpful in planning your daily or weekly operations.

Order line report - Year-to-date

This report displays all products and order lines that have been included in orders for the current running year, since January 1st. Note: Included are also internal orders, as well as items that have been changed on cancelled. Use filters to select your information of interest.

To activate and receive some of these reports (which are not enabled by default), please contact support@sharefox.co.

How to download your report

From your Admin menu > Reports

Choose the filters you need and the format (CSV or XLS) you prefer to download your report