Reports

Gain insights into your sales, items, customers, and operations with Puree’s reporting tools.

Where to Find Them

Open the Settings menu and choose Reports, under Administration.

The Eight Reports

They run across the top as tabs, and your filters follow you from one to the next.

Daily

The next 28 days, a row per day. Total sales and order count across the top, then each day broken down by packages, menu, beverages, equipment, miscellaneous, venue, staff and any discount or surcharge. Good for spotting the week that’s about to get busy.

Monthly

The same thing across the next 12 months, a row per month. Use it for the shape of the year rather than the detail of a day.

Item

Every item you’ve sold in the period, grouped by category, with a tab per category. For each item you get total units sold, then a split between what sold on its own and what went out in packages, with revenue against the direct sales.

Note that this counts units and revenue. There’s no cost or margin here, so it tells you what sells, not what makes you money.

Category

The same split as the Item report, totalled by category instead of by item: units sold, sold on its own, in packages. The quickest read on which parts of the business are carrying the month.

Package

Revenue by package: how many orders each one appeared on, how many guests it covered, and what it brought in. Only shown if your account has packages turned on.

Customer

Revenue per customer, broken down the same way as a quote (packages, categories, venue hire, staff) with a total per customer. This Month and Last Month list everyone; Top 50 Year to Date and Top 50 Last Year list your fifty biggest by revenue.

This report has one extra filter: All / Corporate / Individual, so you can look at your trade business separately from your private clients.

Sales report

A line per order rather than a per-item summary: state, date, quote number, customer, then the same money breakdown and a Totals row at the foot. The customer’s name on each row links straight through to that quote.

This is also the one report you can download. See below.

User activity

Quotes created and accepted by each team member over the period, with the conversion rate, when they last updated something, and the value of what they wrote. It’s the only report that isn’t built from order states, so the accepted/pending toggle and the tag filter don’t appear on it.

Filtering

Above every report sits the same filter bar.

• Quick ranges — This Month, Last Month, Year to Date and Last Year on most reports. Daily and Monthly don’t have them, because they always start from today and look forward.
• Custom range — pick a From and To date and click Apply. Reset puts it back.
• Order state — All, Pending or Accepted. This one matters: every report defaults to Accepted, so pending quotes are left out until you say otherwise. Switch to All when you want the pipeline included rather than just confirmed work.
• Tags — narrow any revenue report to one or more quote tags. See Tagging Quotes.
• Customer type — All, Corporate or Individual, on the Customer report only.

Downloading

The Sales report carries Download PDF and Download CSV buttons, and both honour whatever you’ve filtered to: date range, order state and tags all come through. The other seven reports are on-screen only.

If what you actually want is a spreadsheet of what you’re making, the place to go is Logistics → Kitchen reports, where every view has a Download CSV button. See Kitchen Reports.

Tips

• Check the order-state toggle before you read a number. Accepted is the default, so a quiet-looking month may just be a month full of pending quotes.
• Use the Category report for the monthly read and the Item report when you want to know which dish is doing the work.
• Tag your quotes by event type or venue, then filter the revenue reports by tag to compare one line of business against another.
• Daily and Monthly look forward, everything else looks back. Use them for planning staff and stock rather than for reviewing the month.