In this article, we will explore the product and sales reports that can be downloaded from Taitori. These reports are available in the administrator's portal at https://portal.taitori.fi.
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How to access product and sales reports
How to access product and sales reports
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Log in with your administrator credentials at https://portal.taitori.fi.
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Click on "Reports" in the top menu.
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You will find product-related reports under the sections "Orders" and "Sales reports". In the "Sales reports" section, you can distinguish the reports related to the shop by the shopping cart icon.
Create reports
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Go to the "Reports" page.
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Select the desired report you want to generate.
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Choose the time period and other search criteria for the report.
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You have two options for viewing the report:
a. If you want to view the report immediately, click on "View a report", and the report will load on the right side of the page. You can save the report as a PDF or Excel file. The Excel format allows for more detailed calculations on your computer.
b. If you want to schedule a report to be sent to a specific email address, for example, once a month, use the "Order a report" function. Name the report, provide the email address, and secure the file with a password. We recommend using a password when the report contains personal information. Next, choose the file format, recurrence frequency, and the time of day the report will be sent. Once you have saved the report, you can find it under "Scheduled reports" on the "Reports" page.
Product reports
Ordered productsThe report provides information on ordered products and their quantities within the selected time period. The products are counted based on their delivery time. Please choose the desired time period and the target location from which the report will be generated.
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OrdersThe report will print the orders individually in order of their order numbers for the selected time period. Please choose the desired time period and the target location from which the report will be generated.
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Serving order trendsThe summary report will show the trends of orders. Please select the desired time period and the target location from which the report will be generated to get the summary of trends in orders. Image 3. An example of a trend report. |
Worklist by orderPrint the orders of the selected time period in order of delivery. Products delivered at different times are not separated in order according to delivery time. The report also includes product-specific information.
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WorklistPrint the order of the selected time period in the order of delivery time. Image 5. An example of a worksheet. |
Worklist listPrint orders for the selected time period in delivery order in list format. No product information is imported for the report. Image 6. An example of a worksheet list. |
Sales reports
BreakdownThe report will display the sales for the selected time period in detail. You can choose the target location and community for the report. Additionally, you can filter the rows based on payment method and payment status. Please select the desired options to generate the report accordingly |
Sale of premisesThe report will display the sales for the selected time period, categorized by premises. You can choose the target location and also filter the rows based on payment method and payment status. Please select the desired options to generate the report accordingly.
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Sales of the productsThe report will display the sales for the selected time period, categorized by products. You can choose the target location and also filter the rows based on payment method and payment status. Please select the desired options to generate the report accordingly.
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Sales of the communitiesThe report will display the sales for the selected time period, categorized by communities. You can choose the target location and also filter the rows based on payment method and payment status. Please select the desired options to generate the report accordingly.
Image 9. An example of a report: Sales of communities. |
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