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The Reports section lets you generate detailed, downloadable spreadsheets covering sales, inventory, delivery pictures, customers, financials, and end of day summaries. Each report has its own filters so you get the data you need.
This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
The Reports screen shows only the categories included with your plan.

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How reports work

  1. Go to Analytics > Export
  2. Pick a report category (Sales & Revenue, Inventory & Stock, Delivery Pictures, Customers & Marketing, EOD/Cashups, or Financial & Accounting)
  3. Choose the specific report you need
  4. Set your filters (date range, locations, statuses, etc.)
  5. Click Generate and download the file
Most reports download as Excel files (XLSX) with multiple sheets: an overview sheet plus detailed breakdowns and an info sheet recording the filters you applied. Delivery Pictures downloads as a ZIP of photos.

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Formats at a glance

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Exporting from other pages

A few other places let you export without going through Analytics > Export: The Digital Florists App doesn’t include export tools — everything runs from the dashboard.

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Sales & Revenue

Five reports covering your sales from different angles: The Order Sales report is the most flexible. You can filter by:
  • Date type (order date, fulfilment date, or payment date)
  • Order and payment status
  • Order sources and integrations
  • Locations
  • Fulfilment methods (delivery, collection, relay)
  • Order type
  • Product categories and occasions
  • Individual team members
  • Till filter (All Orders, Till Only, or Without Till) for point of sale (POS) analysis
It generates a multi-sheet Excel file. Sheets included depend on what your filters return, but typically cover Overview, Occasions, Orders, Products, Product Details, Products By Category, Custom Products, Custom Product Details, Adjustments, and Events. A final Info sheet records the filters you applied.
Want to see just your till sales? Set the Till Filter to Till Only and pick which till devices to include. This is useful if you want to drill down to individual order level and understand what’s making up your point of sale (POS) figures. If you have multiple POS devices, only tick the ones you want; the report pulls from every device ticked.

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Inventory & Stock

Inventory report showing stock levels and movement options

Inventory reports

Four reports for managing your stock:
Ingredient Summary and Ingredient Breakdown are only available if you’ve set up ingredient recipes on your product variants.
The ingredient reports let you filter by fulfilment date range, order status, and fulfilment method, so you can generate a shopping list for just this week’s deliveries, just funeral work, or just confirmed orders.

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Customers & Marketing

Customer marketing report with export options

Customer and marketing reports

Four reports for understanding and reaching your customers:
Make sure you have proper consent before exporting or sharing customer data. Follow your shop’s data protection policy.
You can choose to export only customers with a marketing email, and exclude those who’ve opted out. Both options are checkboxes on the report form before you generate.

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Financials & Accounting

Financial report showing revenue and payment breakdown

Financial reports

Five reports for your accounts and bookkeeping:
The Accounting Export formats your invoices for your accounting software. Select Sage, Xero, or QuickBooks, set your date range, and Digital Florists generates a file your accountant can import.

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End of Day

List of end of day till session reports

End of day reports

Two reports for closing out your day: The date range report generates a multi-sheet Excel file with: Sessions, Payments Summary, Payments by Orders/Events/Adjustments, Refunds, and Petty Cash Receipts. Learn more about end of day →

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Audit logging

Reports generated from Analytics > Export are logged automatically. The audit log records who generated the file, when, which report type, and the context for that export (such as date range or filter selections). Your administrator can review export entries in the audit log to see who accessed what data and when.
Make sure you have proper consent before exporting or sharing customer data. Follow your shop’s data protection policy.

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Understanding multi-sheet exports

Many reports download as Excel files with multiple sheets (tabs). Here’s how to read them:
  • Overview / Summary — the headline numbers and totals
  • Detail sheets — the raw data behind the summary (individual orders, payments, products, and so on)
  • Info — the filters you applied when generating the report, so you know what data is included
Open the file in Excel or Google Sheets and use the tabs at the bottom to switch between sheets.

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Common questions

Reports from Analytics > Export download as XLSX (Excel) files that open in Excel, Google Sheets, and Numbers. Delivery Pictures downloads as a ZIP. Order worksheets, the order list, and delivery run sheets are PDF.
The All Invoices report is capped at 10,000 records per export. Other reports have no hard limit, though very large exports may take a moment to generate.
Reports are gated by the Analytics (View) permission. Financial reports additionally require Exports: Financial, and end of day reports require Exports: End of Day. Your administrator can adjust who has each of these in Settings > Team.
Yes. Exports generated from Analytics > Export are recorded in the audit log with who generated the file, when, the report type, and the context for that export. Your administrator can review these in the audit log.
Reports are generated on demand. For Xero or QuickBooks, Digital Florists generates a formatted spreadsheet you import into your accounting package — see Accounting exports.

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What’s next?

Analytics

View your data visually with charts and trends.

Insights

Drill into specific areas like staff or products.

End of Day

Learn about the daily cashup process.

Financials

Manage invoicing, payments, and accounting.
Last modified on July 9, 2026