38505141167515

28513556951451

Understanding Reports

Training Team

July 03, 2025 14:32 Updated

Overview

This article provides a structured overview of the reporting tools available in the OmniPoint Order Management platform, organized by key functional areas including Customer, Product, Order, Integration, and Inventory reports. Each report is described by its name, purpose, filtering options, output fields, and primary use cases.

Customer Reports offer insights into customer activity, segmentation, sales rep performance, and outreach opportunities. Product Reports focus on inventory relationships (BOM), fulfillment statuses, tagging, and performance metrics by account or import/export status.

Order Reports support analysis of order volumes, coupon effectiveness, lifecycle statuses, and SKU-level tracking. Integration Reports are valuable for diagnosing and resolving issues between OmniPoint Order Management and external systems such as Shopify and Excel. Inventory Reports provide visibility into adjustments, transactions, valuation, and restocking triggers.

Accounting Reports

Report Name	Description	Filters	Output Fields	Use Cases
Aged Receivables	Shows outstanding balances grouped by due aging (e.g., 0–30, 31–60 days) and highlights overdue accounts.	Sales Channel, Term Type, Sort By, Include Zeros, As Of Date	Customer, Term Type, Aging Buckets, Credits, Totals	Used for AR tracking, collections, financial reporting, and identifying delinquent accounts.
Credits and Adjustments	Displays credit transactions, manual adjustments, and affected GL accounts.	Date Range, Account, GL Code	Transaction ID, Type, Amount, GL Debit/Credit	Used to audit manual financial changes, reconcile inventory discrepancies, and trace adjustments.
Credits and Refunds	Tracks credit issuance and related refunds, categorized by application, creation, or clearance date.	Credit Date, Apply Date, Clear Date	Credit ID, Account, Order ID, Dates, Reason, Approver	Used to track refund activity, customer satisfaction, and accounting compliance.
Credit Tax Report	Shows tax impact of refunded credits, including GST and PST breakdowns (for Canadian clients).	Date Range, Sales Channel	Account Name, Tax Type, Product, Amount	Essential for tax reporting, audit readiness, and returns processing.
Sales Commissions	Calculates commissions for reps/agencies based on paid or shipped orders.	Date Range, Based On (Paid/Shipped), Rep/Group	Order Info, Commission %, Paid Amounts, Returned Items	Used for payroll, performance reviews, and commission audits.
Daily Payments	Shows payments received on a specific day for reconciliation with banking and gateway records.	Date Range	Payment Date, Currency, Method, Invoice ID, Amount	Used for bank reconciliation, financial close, and fraud monitoring.
Payment Adjustments	Details financial adjustments tied to payments such as refunds and credits.	Date Range, Account	Adjustment Type, Amount, Order ID	Helps explain discrepancies in order totals and supports audit trails.
Days Until Due	Forecasts how many days remain before each account’s receivables are due.	Sales Channel, As Of Date	Customer, Due Date, Days Remaining	Used to predict cash inflows and improve AR planning.
Cash Receipts Journal	Summarizes all credit transactions and applications over a period.	Date Range	Credit Type, Amount, Cleared/Applied Status	Used in general ledger reconciliation and monthly closing.

Customer Reports

Report Name	Description	Filters	Output Fields	Use Cases
Customer Export	Exports detailed customer records with filters for sales channel, status, and join dates. This report gives teams a reliable overview of the customer base and lets them analyze segmentation or engagement.	Sales Channel, Join Date, Ship Date, Active status	Name, Email, Join Date, Sales Channel	Used to build mailing lists, execute campaigns, evaluate customer lifetime value, and support CRM system alignment.
Catalog Export	Shows customer purchases segmented by product category. Useful for product affinity analysis and targeting.	Product Category, Date Range	Category, Customer Info, Quantity	Helps tailor campaigns by category, identify trending product groups, and measure category performance.
Customer Outreach	Displays each customer's most recent two orders and amounts. Helps understand activity recency.	Sales Rep, Date Range	Order Dates, Totals	Enables re-engagement efforts, account reviews, and churn detection based on order frequency and volume.
Customer by Sales Rep	Associates customers with their sales representatives. Includes metrics like sales totals and activity.	Sales Rep, Channel	Rep Name, Order Count, Total Sales	Supports performance evaluations, commission tracking, and territory rebalancing.
Customer Ranking	Ranks customers based on total and average order size. Helps identify high-value customers.	Date Range	Customer Name, Orders, Total Spend	Enables VIP programs, loyalty initiatives, and personalized marketing to high-impact customers.
Customers by Product	Lists all customers who purchased a specific product or SKU. Useful for follow-up campaigns.	Product SKU, Date Range	Customer Info, Order Details	Drives upselling (new models, accessories), recall notifications, and targeted offers to existing buyers.

Product Reports

Report Name	Description	Filters	Output Fields	Use Cases
BOM Links	Maps the relationship between sales units, inventory units, and purchase units. Essential for managing kits and bundles.	Category, Product Group	Sales SKU, Inventory SKU, Quantity	Used to trace fulfillment discrepancies, validate configurations, or plan restocking based on component dependencies.
Product by Status	Displays which products are associated with which fulfillment statuses (e.g., shipped, pending).	Date Range, Detail Toggle	Order ID, Status, Product Info	Useful for warehouse planning, performance metrics, or prioritizing unshipped orders.
Product by Tags	Groups products based on custom tags like “holiday” or “clearance.”	Tag, Date	SKU, Tag, Count	Enables seasonal analysis, merchandising plans, and tag-based discount or ad strategy.
Account SKU Summary	Shows all SKUs ordered by a specific account over time. Combines purchase history for B2B review.	Account, Date	SKU, Quantity, Value	Supports contract reviews, custom reorder forms, and account-specific forecasting.
Product by Customer	Lists products purchased by each customer. Helps correlate product popularity with buyer behavior.	Date	Customer, SKU, Quantity	Allows customer-level product targeting, bundling offers, and cross-sell strategy.
Product Import Reports	Tracks import status of products created via Excel or integration, including errors.	Date, Error toggle	Result, Message, Timestamp	Identifies missing SKUs, incorrect formats, or system processing failures during onboarding or bulk product loads.
Product Export Reports	Tracks export attempts to external channels (e.g., Shopify), highlighting success/failure.	Channel, Date	Export Status, Error	Ensures product data flows correctly to storefronts, especially when syncing inventory, pricing, and metadata.
Product Schedule Logs	Shows scheduled events for imports/exports. Used for auditing and verifying automation success.	Type (Import/Export), Date	SKU, Result, Timestamp	Confirms scheduled jobs executed properly, useful in technical support or after platform outages.

Order Reports

Report Name	Description	Filters	Output Fields	Use Cases
Export Orders	Produces a full export of order data, ready for use in Excel or BI tools.	Channel, Date, Status	Order ID, Value, Ship Date	Supports ad-hoc reporting, reconciliation, and deeper analysis beyond the system’s UI.
Coupon Reports	Summarizes coupon usage: which codes, how many orders, and total value.	Channel, Coupon, Date	Orders, Revenue, Units	Measures the effectiveness of marketing campaigns, discounts, and customer incentives.
Order by Customer	Groups all orders by customer, showing frequency and totals.	Customer ID, Date	Orders, Totals, Details	Supports 360° customer views, helps identify retention or upselling opportunities.
Order by Status	Organizes orders by lifecycle status (e.g., pending, shipped).	Status, Sales Rep, Channel	Status, Order ID, Amount	Useful for daily operations, backlog management, and fulfillment troubleshooting.
Order Report by SKU	Line-level breakdown of every SKU on every order. Rich, multi-dimensional analysis tool.	Channel, SKU, Rep, Status, Dates	Order ID, SKU, Price, Customer ID	Solves client inquiries around specific SKUs, fulfillment accuracy, shipping volume, and profitability.

Integration Reports

Report Name	Description	Filters	Output Fields	Use Cases
Order Import Logs	Logs attempts to import orders from external platforms (e.g., Shopify), showing success or errors.	Channel, Date, Error	Order ID, Status, Message	Diagnoses order dropouts, import failures, and mapping errors in third-party integrations.
Order Fulfillment Reports	Lists successful/failed handoffs from warehouse systems or carriers.	Date, Channel	Order ID, Event Status	Supports SLA tracking, carrier performance evaluation, and incident tracing.
Split Orders Report	Shows when orders are automatically split between fulfillment centers.	Warehouse, Date	Order ID, Item Split Data	Ensures routing logic is functioning and helps coordinate multi-location logistics.
Returns Report	Tracks returned orders with reasons and SKUs involved.	Date	SKU, Return Reason, Order ID	Helps identify product quality issues, policy gaps, or customer experience problems.
Refunds Report	Lists all financial refunds issued, with associated metadata.	Date	Order, Amount, Reason	Supports accounting reconciliation, fraud detection, and customer support metrics.

Inventory Reports

Report Name	Description	Filters	Output Fields	Use Cases
Inventory Adjustment	Logs manual inventory changes like damages, shrinkage, or warehouse corrections.	Reason, Date	SKU, Qty, Cost	Supports inventory accuracy initiatives, loss prevention, and warehouse process audits.
Inventory Transaction	Provides a full chronological list of all changes to inventory (sales, returns, receipts).	Product, Date	Before/After, Reason, Qty	Critical for auditing inventory values, tracking anomalies, and diagnosing miscounts or discrepancies.
Inventory by SKU and Warehouse	Lists on-hand, reserved, and available inventory per SKU at each warehouse.	Warehouse, SKU	On Hand, Back Order, Available	Helps demand planners and buyers monitor real-time availability and plan transfers or reorders.
Inventory Value – Primary Currency	Calculates inventory value based on unit costs, summarized by warehouse.	Warehouse, Date	SKU, Qty, Unit Cost, Total Value	Used for insurance, accounting statements, and end-of-quarter inventory valuation.
Stock Status Component Report	Highlights SKUs nearing or below reorder levels, with current inventory and lead time context.	Date, Warehouse, Product	Available, On PO, Min Required	Triggers reordering workflows and helps avoid stockouts on essential or high-velocity items.

Reporting Troubleshooting

Missing Customer or Product Data

Cause: Inactive records or incomplete profile fields.

Fix: Ensure customers/products are active and fully configured. Inactive items may be hidden from dropdowns and reports.

No Results Displayed

Cause: Filters (e.g., date range, sales rep, SKU) are too narrow or incorrectly set.

Fix: Broaden filter criteria or verify that the filters match existing data. Also ensure the correct status (e.g., “active” vs. “inactive”) is selected.

Incorrect Totals or Order Counts

Cause: Confusion between similar filters like Join Date vs. Ship Date.

Fix: Use Ship Date for transaction-based reporting and Join Date for customer relationship reports. Confirm time zones and inclusive dates.

Export File Looks Different from On-Screen Report

Cause: Some fields only appear in the export, not in the UI.

Fix: Always download the Excel export before concluding a field is missing. This is especially important for fields like internal IDs or extended attributes.

Error Logs in Import/Export Reports

Cause: Data sync issues from Shopify, Excel imports, or third-party APIs.

Fix: Review Product Import Report, Order Import Log, or Product Export Report. Errors may include:

Duplicate SKUs
Invalid field formats
Missing required fields
Incorrect SKU casing (case-sensitive)

Unmatched SKUs Between Platforms

Cause: Extra spaces or mismatched casing in SKU values.

Fix: Validate that SKUs in OmniPoint Order Management exactly match external systems (Shopify, WMS) — including spelling, case, and spacing.

Inactive Sales Channels Still Appearing

Cause: Deactivating account groups does not affect visibility of parent sales channels.

Fix: Deactivate the sales channel, not just the group, for cleaner dropdowns and filters.

Overdue Reports from Scheduled Jobs

Cause: Scheduled report automation failed or ran outside expected time.

Fix: Use the Product/Order Schedule Logs to verify if scheduled jobs executed. If not, consult with your system administrator.

Comments

0 comments

Please sign in to leave a comment.