Reports & Data Exports

In-app insights dashboard

The admin Market Manager panel includes a metrics and insights area that renders live charts and auto-generated observations for a time range you pick. It covers:

• Orders and revenue over time — daily totals for the selected range, with a comparison to the previous period.
• Shopper activity — new signups, returning vs. first-time shoppers, total active customers.
• Product and grower activity — active products and growers over time, additions and removals, average products per grower.
• Fulfillment — completion rate, average fulfillment time, pending orders, and orders that have been pending too long.
• Smart insights — short, plain-English observations, alerts, and nudges (e.g. "send a newsletter, it's been a while"; "orders up 18% vs. last period"). These are generated from the metrics above, so they move with your data.

The dashboard is the intended starting point — go there first, then drop into a CSV if you need row-level detail.

PDF reports

Run from the PDF Reports section of the Market Manager panel. All are live-generated; there's no queue or stored history, so re-run when you need a fresh copy.

• Total sales — /orders/sales. Market-wide sales analysis.
• Sales by pickup location — /orders/sales_by_location. Only shown for markets with pickup locations enabled.
• Packing report — /orders/packing_report. What needs to be packed and for whom.
• Open invoices — /orders/open_invoices. Unpaid customer orders.
• Orders by pickup location — /orders/orders_by_location. Summaries by location, for markets with pickup locations enabled.
• Per-order invoice — /api/orders/{orderId}/invoice. Linked as "Download Receipt (PDF)" from the order detail page.
• Harvest labels — /orders/harvest/{cycleId}/labels. Printable labels for a harvest cycle.

CSV exports

Most CSV buttons live in the Market Manager panel under Data Exports, Financial Management, and related sections. All stream as-you-request.

• Products — /products.csv (active) or /products.csv?all=true (includes inactive). The market's product catalog.
• Users — /users/export.csv. Shoppers, growers, and staff for your market.
• Orders — /orders/export.csv. Accepts ?range=YYYY for a single year or ?range=all for full history; defaults to the current year when no range is supplied.
• Order items (market-wide) — /orders/export-items.csv. Line-item-level detail. Useful for sales-by-product slicing.
• Order items by year — /order_items/export.csv?condition=YYYY (or ?condition=all). Line-item detail scoped to a specific year.
• Grower checks — /orders/checks.csv. What each grower is owed for a period, including commission math — the source of truth for cutting payouts.
• Harvest history (per grower) — /orders/harvest_history/{growerId}/csv. A single grower's sales history. Also reachable from the "Grower Sales History" page at /orders/harvest_history/0.
• Impersonation audit — /admin/impersonation-audit/export.csv. Superuser-only. The full audit log of admin-as-user sessions with 15 fields per row (actor, target, start/end, IP, user agent, reason, blocked-action count, etc.). See the Acting as a Customer guide.

Practical tips

• Year-end close. Pull /orders/export.csv?range=YYYY and /order_items/export.csv?condition=YYYY at the end of each season and archive them. Regenerating years later works, but relying on it is fragile.
• Grower payouts. /orders/checks.csv is the right source for cutting checks or issuing ACH payments — it has the commission math applied.
• 1099 prep. Combine /orders/checks.csv across a calendar year with /orders/harvest_history/{growerId}/csv for per-grower backup.
• Dashboard date range. The insights dashboard caps at a 365-day range; pick the narrowest range that answers your question for faster results and more useful comparisons.
• No "email me when ready" flow. Every export runs synchronously. On very large markets, use a narrow date range rather than pulling all history in one go.

What's intentionally not here

• No custom-report builder. The list above is the list — if a report you'd expect isn't here, it doesn't exist yet.
• No scheduled emailed reports. You have to re-run exports yourself. If this would be useful for you, say so via support.
• No cross-market roll-up. Each market's data is scoped to that market. Superusers who administer multiple markets run exports per market.
• No stored export history. Once you close the download, there's no record of what you pulled — archive important exports somewhere you control.