What is the Orders Summary Report?

The Orders Summary Report shows a breakdown of all orders placed within the specified time period. 

Please note that expense tallies in this report are estimated and should not be reported for tax - please refer to your Schedule C report for exact COGS and inventory valuations.

How to find this report:

Navigate to your  Reports page, then click on the Orders Summary report under the Orders heading.

To run this report:

Select the date range you wish to view from the  Date Range boxes. Next, select the Run Report button.

This report uses the  Accrual method to determine which orders to return within the period.

Report Breakdown:

INCOME

Item Subtotal: Total of all items sold, not including tax, shipping, discounts or adjustments.

Discount: The total amount of discounts applied to all orders in the time period.

Adjustments: The total amount of adjustments applied to all orders in the time period.

Adjusted Item Total: Your item total after discounts and adjustments are applied.

Tax: The total tax component of all orders in the time period.

Shipping: The total shipping component of all orders in the time period.

Grandtotal: The Adjusted Item Total, including Tax and Shipping components.

Total Income, excluding tax: Grandtotal amount with Tax component removed.

MATERIAL COSTS

Estimated Materials Cost: This number is generated from the value of your recipe when each order was created in the system. Please note that this figure should be treated as an estimate only and should not be reported for tax.

INDIRECT EXPENSES

Order Expenses: All expenses logged in the time period that were directly associated with an order.

ESTIMATED LABOR

Estimated Internal Labor: This is an estimate of your internal labor costs, calculated from your current configured recipe for each ordered product. This line will only appear if you have switched on the ability to track internal labor for order profit margins (See How do I include estimated internal labor in my order profit margins?Please note that this figure should be treated as an estimate only and should not be reported for tax.

TOTALS

Est. Gross Profit: Your estimated profit after expenses and costs are factored in.

Est. Gross Margin: Your estimated margin after expenses and costs are factored in.

Total orders: The number of orders placed within the time period selected.

This report can be downloaded a print-friendly PDF or a CSV for further analysis in a spreadsheet.

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