About the Orders Summary report
Understand your order income, costs, and estimated profit margin at a glance
Wondering whether your orders are actually making you money? The Orders Summary report breaks down your revenue, estimated material costs, and indirect expenses so you can see your business performance across any date range — without running a full profit and loss statement.
The Orders Summary report is a high-level financial snapshot of your orders for a given period. It covers income from orders, estimated material costs based on your recipes, any purchases directly associated with orders, and your estimated gross profit and margin. It is best used as a quick health check on your order income — for tax-ready Cost of Goods Sold (COGS) figures, refer to your Schedule C Guidance report.
The Orders Summary report is available on Indie plans and above.
In this article:
- Finding the report
- Running the report
- Income section
- Material costs section
- Indirect expenses section
- Internal labour section
- Totals section
- Exporting the report
- FAQs
Finding the report
- Go to Reports in the main navigation.
- Under the Orders heading, click Orders Summary.
Running the report
- Enter a start and end date in the Date Range fields.
- Optionally, select a Location to filter results to a specific consignment sales location.
- Click Run Report.
Income section
This section totals revenue from all orders placed within the selected date range.
| Item Subtotal | The total of all items sold, not including tax, shipping, discounts, or adjustments. |
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| Discounts | The total amount of discounts applied to all orders in the date range. |
| Adjustments | The total amount of adjustments applied to all orders in the date range. |
| Adjusted Item Total | Your item subtotal after discounts and adjustments have been applied. |
| Tax | The total tax component across all orders in the date range. |
| Shipping | The total shipping component across all orders in the date range. |
| Grandtotal | The Adjusted Item Total plus Tax and Shipping. |
| Total Income, excluding tax | The Grandtotal with the Tax component removed. This is the figure used in profit and margin calculations. |
Material costs section
| Estimated Materials Cost |
The total estimated materials cost for all non-cancelled orders in the selected date range. This figure is calculated from the recipe costs recorded at the time each order was created, using weighted average material unit costs — not actual purchase prices paid. If a product has no recipe attached, its estimated materials cost will show as zero and will not contribute to this total. |
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This is an estimate. The Estimated Materials Cost uses weighted average material costs at the time of order creation — it does not reflect what you actually paid for materials in any specific purchase. For tax reporting and exact COGS, use your Schedule C Guidance report.
Indirect expenses section
| Order Purchases | All purchases logged in the date range that were directly associated with an order. |
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Internal labour section
The Internal Labour section only appears if you have enabled internal labour in order profitability in your account settings.
| Estimated Internal Labor | An estimate of your internal labour costs, calculated from the labour rates configured in your current recipe for each ordered product. |
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Totals section
| Est. Gross Profit | Your estimated gross profit after material costs, indirect expenses, and (where enabled) internal labour are subtracted from your Total Income excluding tax. |
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| Est. Gross Margin | Your estimated gross profit expressed as a percentage of Total Income excluding tax. Calculated as: (gross profit ÷ total income) × 100. |
| Total orders | The number of orders placed within the selected date range. |
Exporting the report
After running the report, you can download the results in two formats:
- PDF — a print-friendly version of the report
- CSV — a spreadsheet export for further analysis in Excel or Google Sheets
FAQs
Why does my Estimated Materials Cost show as zero?
This happens when one or more products in your orders have no recipe attached. The estimated materials cost is calculated from recipe costs — if a product has no recipe, Craftybase has no cost data to work from and shows zero. To fix this, add a recipe to the product with the correct materials and quantities. See About order material costing for more detail.
Why does my Orders Summary report not show labour costs?
The Internal Labour section only appears when you have enabled the option to include internal labour in order profitability. Go to your Account Settings and enable Include internal labour in order profitability. See About order profitability for setup instructions.
Can I use this report for my tax return?
The Orders Summary report is intended as an operational overview, not a tax document. The Estimated Materials Cost uses weighted average costs at the time of order creation, which may not match your actual purchase prices. For tax reporting, use your Schedule C Guidance report, which provides exact COGS and inventory valuations.
What does "weighted average cost" mean?
Craftybase calculates your material unit costs using a weighted average — a blended average that takes into account all the different prices you have paid for a material over time, weighted by quantity. This means the estimated materials cost in this report reflects a historical average cost, not the price from your most recent purchase. For more information, see About order material costing.
Need Help?
Still have questions about the Orders Summary report? Get in touch and we will be happy to help.