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♻️ How to Generate a Product Report

A Product Report shows how many of each product was ordered over a period of time. This is useful for planning production and managing stock.

Step 1 – Open the Product Report in Composer

  • Log in to your Controls dashboard
  • Go to Composer.
  • From the side menu, open the Analytics area (or the section where Product Reports live).
  • Select the Product Report option.

Step 2 – Choose which customer accounts to include

  • Use the Customer Account dropdown:
    • Select a specific account if you only want to see orders from that customer.
    • Or leave it blank to include all customer accounts in one report.

Step 3 – Set the fulfilment date range

  • Use the date picker to choose the start and end fulfilment dates you want to analyse.
  • The report will only include orders fulfilled within this period.

Step 4 – Decide how to group your data

  • Look for the setting Split Products by Fulfilment Day:
    • Yes (default): shows how many of each product were ordered per day (e.g. how many doughnuts on Monday, Tuesday, etc.).
    • No: shows one total per product for the whole date range, without breaking it down by day.

Step 5 – Generate and download the report

  • Once you’re happy with your selections, click Download.
  • The system will create a CSV file (spreadsheet) with your product data.
  • Open it in Excel, Google Sheets, or similar to review and filter.

💡 Typical Uses

  • Spot busy days for certain products (e.g. more doughnuts at weekends).
  • Adjust stock and production to reduce waste.
  • Identify best‑sellers and slower‑moving items.