Overview

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

Find the answers to common questions below.

Where can customers access these reports?

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

Monthly expenses by Location

Currently, this report is a placeholder for future app features.

Expenses by Product

This report sheds light on a customer's expenses on the 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 the customer's 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