About Reports
Learn about the reporting capabilities of Craftybase.
Our powerful reports give you complete visibility of your production process so you can make better business decisions.
We'll cover:
- How to find Reports
- Types of Reports
- Downloading and exporting reports
- Troubleshooting reports
- Reporting FAQ
How to find Reports
To access the reports area, click on the Reports tab in the top menu.
Types of Reports
Materials
| Material Reorder | All plans | All active materials are either out of stock or marked as having low-stock |
|---|---|---|
| Material Adjustments Summary | Studio+ | Summary of all manual adjustments made to materials within a selected date range |
| Material Inventory Worksheet | All plans | Manually record current material stock available. Used when backdating your stock into Craftybase or for any periodic stocktake |
| Material Valuation Summary | Studio+ | Value of your material stock on hand on the first and last date of a selected date range |
| Material Traceability Summary | Business+ | All manufactures, expenses and orders associated with a particular material and lot number |
Products
| Product Inventory Worksheet | All plans | Manually recording current product stock available Used when backdating your stock into Craftybase or for any periodic stocktake |
|---|---|---|
| Product Stock | All plans | All products and variations for a specific stock level status |
| Product Adjustment | Studio+ | Summary of all manual adjustments made to products |
| Most Popular Products | Studio+ | All products sold are ordered by the number of units sold for each one |
| Top Revenue Generators | Studio+ | All products sold ordered by best grossing products |
| Product Pricelist | Indie+ | Current configured price for each of your products and variations |
| Product Location | Indie+ | All products for a specific location |
Orders
| Orders Summary | Indie+ | Breakdown of all orders placed within a selected date range |
|---|---|---|
| Orders by Product Category | Studio+ | Breakdown of all orders placed within a selected date range by category |
| Orders Margin | Business+ | Calculated margins based on your manufacture and expense data for each order |
| Taxable Status Summary | Studio+ | Breakdown of total revenue by taxable or non-taxable status. |
| Customer Location Order | Studio+ | Breakdown of total revenue by customer location |
| Orders by Sales Channel | Studio+ | Breakdown of total orders placed within a selected date range by Sales Channel / Integration |
| Order Manufacture Picklist | Indie+ | Current and projected stock levels for all materials required to produce all products for a specified order or for orders within a specific date range |
Purchases
| Purchases by Category | All plans | Category breakdown of expenses logged in a specific time period |
|---|
Manufactures
| Manufacture Summary | All plans | Number of products made and corresponding material and labor costs within a selected date range |
|---|---|---|
| Manufacture Picklist | Indie+ | Shows the current and projected stock levels for all materials within a specified product or variation. This report is useful for checking how many products can be made using the current stock available. |
Customers
| Customers by Frequency | Studio+ | Customers that have purchased from you by their total number of orders |
|---|---|---|
| Customers by Revenue | Studio+ | Customers that have purchased from you by the amount of revenue they have generated |
General
| Sales & Expenditure | Studio+ | Total order revenue and expense for a specific period of time |
|---|---|---|
| Profit and Loss | Indie+ | Total income and total expenditure for a specific time period |
| Schedule C guidance | Studio+ | Provides tallies you need in order to complete an IRS Form 1040 Schedule C |
Downloading and exporting reports
All of our reports can be exported to both PDF and CSV. The PDF file is a formatted view of your report, and the CSV file displays raw data you can view using your preferred spreadsheet app.
Troubleshooting reports
If you are having trouble understanding or reconciling any of our reports, as a first instance, please refer to the help article for the specific report for specific advice on how to troubleshoot.
Reporting FAQ
In this section, we'll cover questions we commonly receive about our reporting capabilities:
What is the difference between Basic and Advanced reports?
You can use basic stock and inventory valuation reporting across all plans, whereas more advanced reports are only available on certain plans.
Why doesn't my 1099-K match my Craftybase revenue totals?
Your total revenue as reported in Craftybase will typically not directly match the one reported on your 1099-K. This is because the "Gross sales" calculation on the 1099 usually includes revenue from cancelled orders and card processing fees.
How can I find the total tax I have taken on my orders?
The Orders Summary Report contains a tally of the total amount of tax taken on all orders within a specific time period.
If you also need a breakdown of taxable and non-taxable sales, the Orders Taxable Status Report provides this level of additional detail.
To find the tax taken by the country and state, see your Orders by Customer Location Report.
Depending on your connected Integrations, tallies may include tax already remitted on your behalf to authorities.
Can I generate a report showing material quantities for a specific date?
At the moment, Craftybase doesn’t provide a report that shows your material quantities as of a specific date. We have the Material Inventory Valuation Report, which gives you a snapshot of the value of your material stock on hand on the first and last dates of a selected date range.
Need more help?
If you're having trouble with any of our reports, contact Craftybase Support for help.
Please note: our support team can only assist with clarifying how our calculations work and directing you on the specific troubleshooting steps to take in order to better understand your tallies. We cannot reconcile or directly work with your data.