Frequently Asked Questions
Q: What reports are included by default?
A: Sales summaries, refund logs, and user activity reports.
Q: Can I add custom dashboards?
A: Yes. You can add dashboards for metrics like location performance or product trends.
Q: Can reports be exported?
A: Yes. Reports can be exported to accounting systems or downloaded as CSV/PDF.
Step-by-Step: Reporting Setup
Open the Reports tab.
Select a report type (sales, refunds, activity).
Apply filters (date, location, product).
To add a custom dashboard (e.g. for location performance or product trends), contact Vanilla Support to request it from the Professional Services team.
Set up scheduled exports to accounting software.