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Frequently Asked Questions
What reporting features are available?
What reporting features are available?

Running your business is one thing — but gaining insights into how it should be run is another.

Jonathan Staab avatar
Written by Jonathan Staab
Updated over a week ago

ConsignCloud comes out-of-the-box with enough reporting features to keep any bookkeeper happy. In addition to keeping an audit log of every action that happens in the system, we also provide spreadsheet exports of all your important data: accounts, sales, inventory, gift cards, balance history, and more. But what happens when you want deep insights without learning how to use Excel's dreaded VLOOKUP function? We've got you covered.

Below we will walk you through our purpose-built reporting features, but it's worth mentioning that everything in the system can be found on our standard table views. Be sure to check out the tabs for additional data views!

To start with, ConsignCloud's dashboard has a list of recent activity, the day's current sales, and sales broken down by category.

We've placed this information front-and-center so you always know how your sales day is panning out. The dashboard also features an automatically generated to-do list with prompts for printing item labels, settling accounts, and more.

Detail pages for accounts, gift cards, items, sales, and users each have special purpose components for helping you understand their value, history, and context.

For a higher-level overview of your store's activity, check out the Sales Summary. This breaks down your gross sales so you can see where your money is going — into taxes, discounts, or surcharges.

You can also find a summary of account balance changes on your Accounts Summary.

Inventory Insights is a special report that allows you to slice and dice your inventory in order to understand what is performing well, and what isn't. It provides a graph of sales vs COGS over time, and a detailed breakdown of your inventory, providing several key metrics for understanding your business.

Finally, the Data Explorer is the place to go if you're not able to answer your questions using any of the other reports. It has a bit of a learning curve, but once you master it you can pull nearly anything out of ConsignCloud with just a few clicks.

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