Powerful Reporting, Total Clarity

OrderPort includes 90+ built-in winery reports covering every major area of your direct-to-consumer business. From daily operational snapshots to executive-level analytics, you can track sales, wine club performance, customer behavior, inventory, staff productivity, compliance, and more—all from one connected platform. Reports are available through real-time dashboards, can be customized with My Reports, exported to Excel, or scheduled for automatic delivery to your inbox.

Some of the most popular report categories include:

• Sales performance by day, week, month, location, and channel
• Wine club growth, retention, shipments, and churn
• Customer purchasing behavior and lifetime value
• Tasting room traffic, guest conversion, and staff performance
• Inventory movement, depletion trends, and low-stock alerts
• Regional and location-level performance comparisons
• Sales tax and compliance reporting
• Custom reports built around your winery's unique KPIs

Whether you're reviewing yesterday's tasting room results, preparing for a board meeting, or planning next quarter's marketing strategy, OrderPort gives you the reporting tools to make faster, more informed decisions.

Yes. OrderPort includes comprehensive tasting room reporting that helps you understand how your hospitality team is performing and where opportunities exist to grow revenue. Track sales by location, average order value, staff performance, conversion trends, product sales, and customer purchasing behavior, all in real time.

Because OrderPort connects your POS, wine club, ecommerce, and customer data in one platform, you can see how tasting room visits influence memberships, repeat purchases, and long-term customer value without manually combining reports from multiple systems. Whether you're managing a single tasting room or multiple locations, OrderPort gives you the insights you need to improve the guest experience and make more informed business decisions.

Yes. OrderPort includes robust wine club reporting designed to help you grow membership, improve retention, and understand the health of your club program. Track member growth, new signups, cancellations, shipment performance, revenue by club tier, member engagement, and long-term trends from easy-to-read dashboards and built-in reports.

Because your wine club is fully connected with OrderPort's POS, ecommerce, reservations, and customer database, you can also see how club members interact with every part of your winery—from tasting room visits and online purchases to event attendance and lifetime value. These insights help you make smarter decisions, identify retention opportunities, and build stronger relationships with your members.

Yes. OrderPort makes it easy to export reports to Excel for deeper analysis, sharing with your team, or creating custom presentations and financial summaries. With just a few clicks, you can export built-in or custom reports while maintaining the flexibility to sort, filter, and analyze your data however you choose.

You can also save custom reports and schedule them for automatic delivery, ensuring your team always has the information they need without manually pulling reports. Whether you're preparing for a management meeting, reconciling sales, or analyzing long-term business trends, OrderPort gives you quick access to your winery's data in the format that works best for you.

Yes. OrderPort includes compliance reporting tools that help wineries stay organized and meet state and federal reporting requirements with greater confidence. Built-in reports provide access to the sales, tax, shipment, and transaction data needed for compliance workflows, making it easier to prepare filings, reconcile records, and respond to reporting requirements.

Because compliance data is connected to your POS, ecommerce, wine club, and fulfillment activities, you can generate reports from a single source of truth rather than piecing together information from multiple systems. This reduces manual work, improves accuracy, and helps your team spend less time on paperwork and more time growing your winery.

Yes. In addition to more than 90 built-in reports, OrderPort allows wineries to create and save custom reports tailored to their unique business needs. With the My Reports feature, you can choose the data you want to see, apply filters, organize columns, and build reports around the metrics that matter most to your winery.

Whether you're analyzing wine club performance, tracking sales by location, measuring staff productivity, monitoring inventory, or evaluating customer purchasing trends, custom reports give you the flexibility to answer the questions that are most important to your business. Reports can also be saved for future use, exported to Excel, or scheduled for automatic delivery, making it easy to keep your team informed with up-to-date insights.