Reporting
Summary
Filterable reports for order profitability, product performance, and vendor fulfillment, with margins built from channel and source invoices.
Reporting lives at Flxpoint App → Reports. Reports can be filtered and drilled down the same way search works elsewhere in the platform, so you can slice the data by period, source, channel, or product without waiting to close your books.
- Three reports — Order Profitability, Product Performance, and Vendor Fulfillment, all under the Reports menu.
- Filter and drill down — reports use the same searching and filtering behavior as the rest of Flxpoint.
- Revenue vs. cost — the Profitability Report treats channel invoices as revenue and source invoices as expenses to produce a margin.
- Aggregate by period — chart data can be summarized daily, weekly, monthly, or yearly over a date range you choose.
| Report | What it shows |
|---|---|
| Order Profitability Report | Revenue minus cost per order, with margin, for orders that have source invoices attached. |
| Product Performance Report | How individual products are performing across your orders. |
| Vendor Fulfillment Report | Fulfillment activity broken down by source/vendor. |
The Profitability Report reconciles revenue and expenses to show margins for submitted orders. It takes channel invoice data as revenue and source invoice data as expenses. Only orders with source invoices attached for every ordered item are eligible; without that, the margins are not accurate because some expenses are unaccounted for.
| Statistic | Level |
|---|---|
| Total profit | Aggregate (over the selected period) |
| Most / least profitable | Aggregate |
| Highest / lowest margin | Aggregate |
| Order total | Per order |
| Source invoice total cost | Per order |
| Profit amount | Per order |
| Profit margin | Per order |
How the chart aggregates
Open Reports from the left menu. Orders that meet the criteria (source invoices attached) appear automatically. The chart at the top aggregates by the period you pick, and a table of the underlying orders sits below it for you to investigate.
| Period | Each bar represents |
|---|---|
| Daily (default) | One day |
| Weekly | One week |
| Monthly | One month |
| Yearly | One year |
The default date range is one month. Adjust the date range and the plotted chart data to focus on the periods, products, or sources you want to analyze.
Limited recent ticket data for this topic. The recurring themes are missing orders and how tax is treated.
Orders are missing from the Profitability Report
The report only includes orders that have a source invoice attached for every ordered item. Confirm source invoices are attached to the fulfillment requests for those orders; any item without one keeps the whole order out of the report.
Profit looks too high or appears to include tax
The customer's sales tax should not be counted as profit. Tax has been removed from the profit calculation, so this affects newer orders correctly; older orders viewed after the change may still reflect the earlier calculation. If a recent order still shows tax in profit, capture the order number and contact support.
Why don't all my orders show up in the Profitability Report?
Only orders with a source invoice attached for every ordered item are eligible. Orders missing any source invoice are left out so margins stay accurate.
What counts as revenue and what counts as expense?
Channel invoice data is treated as revenue and source invoice data as expenses. The difference is the profit and margin shown per order.
Does profit include the tax my customer paid?
No. Tax was removed from the profit calculation, since the customer's tax is not profit to you.
What reports are available?
Order Profitability, Product Performance, and Vendor Fulfillment, all under Flxpoint App → Reports.
Can I change the chart period or date range?
Yes. Aggregate Daily, Weekly, Monthly, or Yearly, and set any date range; the default range is one month.
Can I export the Profitability Report?
Yes. The Profitability Report is one of the domains that supports a dynamic export, so you can map fields and export the underlying data to CSV.