The production report gives you a tally of all the products that need to be shipped within a given period. If you make your own products, or you have high order volumes, this report is perfect for you.
Selecting a production period
To get started, go to the Reports page and select the order status and delivery due date for the orders you want to report on. You can report on previous period by choosing a custom date range.
Alternatively, you can use filtering in the main orders list to select a group of orders and then print a production report from there. You'll find more info about how to do that in this article.
Previewing the data
Once you've updated the filters, you’ll be shown all products from those orders, with the total quantity for each product.
Exporting full data
You can export the report data to a spreadsheet, for further organisation or analysis.
Unlike the summarised data that's shown in the main report, the export includes the full underlying data. This gives you a lot of flexibility for how it can be used.
The data is exported as a CSV file, which can be imported into most spreadsheet apps, e.g. Microsoft Excel or Google Sheets.
Reporting on standing orders
If you use standing orders, it's important to understand when they're included in the production report.
Standing orders are created about a week before your cut-off time. They'll show up in your order list in the scheduled status. You can then choose to include them in the production report.
Currently, you can't report on standing orders any further out than this.
Give us feedback
We'd love to hear what you think about the production report. If you have any comments or suggestions, chat with us in the app.