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Choosing the Right Report for What You Need

This article will help you decide which report is right for what you need.

Written by Siena Allen

Offset Commerce has several places to find your numbers. You can find these in Standard Reports, Accounting Reports, and Data Exports. Use the table below to go straight to the right one.

NOTE: Standard Reports are based on calendar days (midnight to midnight). Accounting Reports and Stripe Online Payments are based on 24-hour blocks from 5pm to 5pm PDT (4pm to 4pm PST), because Stripe settles at 12am UTC time. This is why two reports covering "the same day" can show different totals — see Differences in Sales Data Showing on Different Reports for worked examples.


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Total sales by state, with a per-order export

Standard Reports > Sales — breaks totals down by state, with a per-order Transactions export

Which products sold, and how many

Standard Reports > Products Sold

Current stock per product

Standard Reports > Product Inventory (Active/Inactive items with current quantity)

Day-to-day order trends and average order size

Standard Reports > Performance

Best customers by lifetime spend

Standard Reports > Top Customers

or

Customers > Action > "Export All Customers" for full details (club, group, order count, referral/sign-up source)

Numbers to hand to a bookkeeper or accountant

Accounting Reports > Sales By Channel


To learn more, see the Accounting Reports - Sales By Channel article.

Sales tax collected, broken out by state

Accounting Reports > Sales By Channel — the Tax Subtotal section breaks out taxes by state

What Stripe actually deposited, and when

Stripe Online Payments — Payment Statements (per-transaction for daily totals) or Bank Transfers (settlement/deposit amounts which may combine several daily totals)

A raw export of orders, customers, products, or club members

Data Exports — found on each page for Customers, Orders, Products

or

Reports > All Data Exports

A specific team member or tasting-room associate's performance, including tips

Salesperson Performance report

Progress toward allocation sales goals

Allocation Report by Sales Channel — tracks the goals set on the Carts, Allocations & Clubs settings page

CA Redemption Value (CRV / bottle deposit) fees owed

Standard Reports > Estimated CRV See also: 2024 CA Redemption Value Fee


A quick map of where these live

Offset Commerce splits reporting into four sections:

  • Standard Reports — daily/weekly/monthly/quarterly tracking, not for accounting. Calendar-day based. Numbers here adjust retroactively — a canceled order removes itself from the month it was placed in.

  • Accounting Reports - Sales By Channel — the source of truth for your books. 5pm–5pm blocks, transaction-date based.

  • Stripe Online Payments — what actually settled to your bank account.

  • Data Exports — full raw downloads of any dataset, filterable by date range.

IMPORTANT: Standard Reports and Accounting Reports are not interchangeable. Standard Reports track goals and trends and will change retroactively if an order is later canceled or refunded. Accounting Reports are built for reconciliation and use the transaction date, not the order date — see Differences in Sales Data Showing on Different Reports if two reports aren't matching up.


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