Overview

Detailed reports providing insight into customer spending patterns are available for all Admin users of the Cut+Dry White Label (WL) app.

Find the answers to common questions below.

Where can I access these reports?

1. Select Reports from the navigation menu.
2. Choose your report parameters from the dropdown menus, then Generate Report.
   
   • Report Type
   • Locations: Choose which of your locations should be represented within the report data.
   • Format: Choose whether to see your report data as tables within in the app or as a downloadable .CSV (spreadsheet) file.
   • Dates: Choose the date range for your report data.

What are the four types of reports?

Monthly expenses by Vendor

This report is a monthly snapshot of the total amount spent by your team at the supplier.

Monthly expenses by Location

Currently, this report is a placeholder for future app features; if run, this report will mirror the Monthly expenses by Vendor report.

Expenses by Product

This report sheds light on your expenses on an individual product level, including:

• The total amount spent on each product (i.e., where the most money is spent)
• The quantity of each product purchased (i.e., what's purchased the most)

Expenses by Employee

This report provides a breakdown of spending across individual employees, useful for monitoring spending behavior and understanding how different team members contribute to total expenses. It includes:

• The total amount each employee has spent across the selected date range
• A summary of purchases tied to each team member