The Homepage Report has a number of key reports.
By default we show you data for all sites for the last seven day period but you can easily change these using the filters in the top right.
Within each report you can reply further filters by clicking the 'Filter' button. In the dropdown select the column you'd like to filter by.
Every report is also downloadable into CSV format by clicking 'Download'
Please note, it is only possible to view reports for 'all sites' or one site at a time, not combinations of sites.
Line Item Purchases
The Line Item Purchases report shows all of your orders within the date period selected.
Order number: The orders PO number
Site: Which site placed the order
Supplier: The relevant supplier
Placed by: The Edify user who placed the order
Created at: The date the order was placed
Requested delivery date: The delivery date that was requested
Actual delivery date: When the order was confirmed as received by the site
Delivery Fee: If there was a delivery fee charged
Total value: The total value of all products in the order including VAT
Status: If the order has been accepted (confirmed as received) by the site
Item Line Level
The Item Line Level report shows the products within each order within the date period selected.
Order number: The orders PO number
Site: Which site placed the order
Supplier: The relevant supplier
Name: The name of the product
Product Class: The assigned product class, if no class has been set this will be blank
Product Category: The assigned product category, if no category has been set this will be blank
Requested delivery date: The delivery date that was requested
Actual delivery date: When the order was confirmed as received by the site
Quantity: How many of this product were confirmed as received
Price: The price of one unit of the product inc VAT
Total: The total price of all of the product within the order inc VAT (Price x Quantity = Total)
Status: If the order has been accepted (confirmed as received) by the site
Spend by Item
The Spend by Item report shows within the date period selected the total spend per product purchased in that time period.
Supplier: The supplier the product is purchased from
Name: The name of the product
Product Class: The assigned product class, if no class has been set this will be blank
Product Category: The assigned product category, if no category has been set this will be blank
Quantity: The total quantity ordered within the selected time period across all orders
Total Spend: The total spent on this product within the time period across all orders inc VAT
Waste
The Waste report is broken down into two further reports. The 'Waste Item Level Report' and the 'Waste Summary Report'.
Waste Item Level Report
The Waste Item Level Report shows per product/recipe what has been wasted within the time period selected.
Waste Date: The date selected when the waste was recorded in Edify
Site Name: Which site recorded the waste
Wasted by: The Edify User that recorded the waste
Type: Whether the waste was a bought in product or a recipe
Name: The name of the product/recipe
Reason: The reason selected when the waste was recorded in Edify
Waste Value: The value of the product/recipe that was wasted inc VAT
Quantity: The quantity of the product/recipe that was wasted
Unit: The unit by which the product/recipe was wasted
Product Class: The assigned product class, if no class has been set this will be blank
Product Category: The assigned product category, if no category has been set this will be blank
Waste Summary Report
The Waste Summary Report shows the total value of waste per site, per day, across the date period selected.
Waste Date: The date selected when the waste was recorded in Edify
Site Name: Which site recorded the waste
Waste Value: The value of all products/recipes that were wasted inc VAT
Quantity: The quantity of all products/recipes that were wasted
Transfers
The Transfers report shows all of the transfers recorded in Edify within the date period selected.
We use the date the transfer was accepted by the site transferred to, rather than the date the transfer was inputted.
Transfer number: The unique ID of the transfer
Date Transfer accepted: The date the site the transfer was sent to accepted the transfer
Name: The name of the product/recipe
Quantity: The amount of the product/recipe that was transferred
Site to name: The site the transfer was sent to
Site from name: The site that sent the transfer
Product Class: The assigned product class, if no class has been set this will be blank
Product Category: The assigned product category, if no category has been set this will be blank
Unit of measure: The unit by which the product/recipe was transferred
Total: The total value of the transferred stock inc VAT
All Products
The All Products report gives you a consolidated view of all of the products on your Edify account.
You can use this to identify products you are no longer ordering by switching on the 'Not ordered Last 4 weeks' toggle.
You can also use this report to identify products that are not being counted in stocktakes by switching on the 'Not Counted Last 4 weeks' toggle.
🧠 You can also use the report to identify instances where a product is being purchased but not counted and vice versa. This would indicate a potential error by users.
For example, if a product is being ordered but not counted in a stocktake it may be missing from your storage areas leading to inaccurate stocktake data.
Similarly if a product is being counted in stocktakes but not ordered this could indicate orders are not being processed within Edify which will cause variances in COGs.
Status: Whether the product is 'Active' (available to order) or 'Suspended' (not available to order)
Product Name: The name of the product in Edify
Supplier: The supplier the product is listed under
SKU: The unique id for the product
Product Class: The assigned product class, if no class has been set this will be blank
Pack Cost: How much one pack of this product costs inc VAT
Pack Type: The way the product is ordered e.g. per 'case', per ''box', individually as 'each'
Pack Quantity: How many items come within a pack
Single Unit Type: Within the pack, what the unit type is. E.g. a 'Box' may contain individual items as 'each'. If Pack Quantity is 1 the Pack Type and Single Unit Type will always match
Unit of measure: If this product is used within a recipe what is the unit of measure e.g. a bottle may be 'ml/l' while a case of cups will be 'each'
Last Ordered At: The date this product was last ordered
Last Counted at: The date this product was last counted in a stocktake
POS
The POS report is broken down into two further reports, 'Summary' and 'Products'.
Summary
This report uses your POS data to show you your sales data per day within the date period selected. We show sales for 00:00 - 00:00 in the sites' timezone for each day.
Day: The day of the sales data
Date: The date of the sales data
Gross Sales: Total amount of sales inc VAT
Net Sales: Total amount of sales exc VAT
Transactions: The total number of transactions on this date
Discount: The amount of discounts that were applied
Refunds: Any refunds that were processed
ATV: The average transaction value
Products
This report shows your sales data per product for the date period selected.
Product Name: The name of the product per the POS system
Quantity sold: The amount of that product sold
Total net: The total sales value exc VAT for the product
Discounts cash: The value of any discounts applied to the product
Discount count: The number of discounts applied to the product