Reports

This lesson covers the cash drawer audit feature on the OrderPort POS. This is an optional feature to reconcile your cash payments with the cash in your drawer.

OrderPort strongly recommends that wineries reconcile their payouts every day instead of doing it in large batches at the end of the month. This will save you time because each payout must be reconciled individually. 

The reporting dashboard is designed to give you a quick overview of your sales. You can also automate a daily report email from the dashboard.

In the Reports module of OrderPort admin, you can create your own custom reports, known as My Reports. In this lesson, we will cover a few examples of custom reports, and demonstrate how to create your own.

The OrderPort reporting system has several prebuilt reports available. These reports are known as Standard Reports, and this lesson covers the most useful ones.