Reporting and Analytics Overview

CORESense Reporting is managed under the Reporting section. Reports are organized under the Accounting, Datamart or Report Center options. The report types are described in the table below. The system cyclically searches for orders that have been shipped in the Account Summary table that are then available in the Financials section of the Accounting report types.

Report Type	Description	Example
Report Center	Reports used to manage your day-to-day operations. Reports are based on 'live data'. Critical reports can be scheduled to run on set days and times and emailed to your operations team.	Operational Reporting Sales and inventory report builders Selectable criteria, fields, filtering and group. Saved and scheduled reports that can be emailed. Download to spreadsheet or view onscreen.
Accounting	Financial reports used for Accounting and to report on the financial health of your business. Reports that reflect data from recognized sales based on cash or accrual accounting. Data is periodically extracted from live data and stored in accounting_summary and accounting_summary _items tables. Financial data can be exported to QuickBooks or other accounting systems.	Financial Reporting Felexible report builder: specify results, filters, sorting, grouping and time period Saved reports. Covers Sales, Orders, Returns, Ordered Items, Returned Items, Sales Tax, Payments, Shipments, Promotions Filter by Salesperson, Channel, Brand, Keycodes, Sourcecodes and custom fields Download to speadsheet or view onscreen.
Datamart	An enhanced report building engine that provides greater breadth and depth into available data, enhanced configurability in creating reports, additional security, and increased user usability and report output. This is a fee-based functionality that replaces the standard system and Financials reports.	This is no longer available for new deployments.
Retail Dashboard powered by Tableau	As the name implies, a dashboard gathers multiple data sources into a single web-based interface. That means you can immediately see a detailed overview of your business in one quick glance. Better yet, it reduces the amount of time it takes to compile reports, saving you time.	Contact CORESense Professional Services if you are implementing this functionality.