Understand the different reports available

Overview

Admin and AR team members can access a comprehensive suite of reports designed to provide actionable insights into your business operations. Sales reps don't have access to this data because it's not filtered by their accounts only. 

Review these sections to understand the different functionalities and report types available in your portal.

1. Select Reports in the navigation menu.

2. Select the report you need and add the email and dates, if needed. Then, click Download or Email Report. 

Customer base report

The Customer Base report provides a comprehensive summary of sign-ups, sign-ins, and orders for all customers in your system. Use this report to compare ERP data with Cut+Dry information, audit your customer base, and understand customer engagement through order statistics and sign-up status. Many distributors use this as a contact export to sync with other data sources or integrate with their CRM. 

A summary of sign-ups, sign-ins, and orders for all your customers. Use this report to compare the information from your ERP to Cut+Dry or audit your customer base.

What information is available?

• Customer ID, Cut+Dry ID, name and location
• Status
• Street address
• Assigned salesperson
• Number of users associated with that customer
• Number of orders placed, last order, and total value
• Last invoice paid, payment terms, and credit card fee percentage

Different Customer Base reports

You can download a different version of the customer base report. The main difference between the two reports is the information for each user associated with the account, including contact information and sign up status.

This version of the report can be found in the customers tab.

1. Select Customers from the navigation menu.

2. Click Manage Customers, then Export Customers. 

 

Customer orders report

The Customer Orders report provides a detailed list of orders placed by customers or sales reps for a selected time period, including both order details and associated customer data. This report exclusively displays orders that originate from Cut+Dry, making it ideal for tracking platform-specific activity and ensuring orders are properly flowing through your system.

This report is particularly valuable during the initial platform launch to monitor customer engagement and order volume. You can also run similar order reports from your ERP system to compare data and audit that Cut+Dry orders are being processed correctly through your existing system.

What information is available?

• Customer ID and name
• Sales rep name
• Order, delivery, and invoice date
• Number of items and different SKUs
• Total value ($)

Customer participation report

The Customer Participation report displays the onboarding status of customers organized by sales representative. This report helps you monitor whether your sales reps are actively engaging with the Cut+Dry platform and successfully inviting their assigned customers to join.

Use this report to track sales rep performance and ensure they are effectively promoting platform adoption among their customer base. It provides visibility into which representatives are driving customer engagement and which may need additional support or training to improve their onboarding efforts.

What information is available?

• Total customers and percentage of customers in Cut+Dry divided by sales rep

Customer order guides

The Customer Order Guides report provides a comprehensive list of all items included in customer order guides across our system. This report is particularly valuable for some portal users who need to manage order guide data offline or perform bulk operations.

What information is available?

• Customer code and name
• Item code, name, UOM, price, and visibility

Different Customer Order Guide reports

You can download two different versions of the customer order guide report: a bulk and a single customer one. 

The bulk report is the same from this page - just a different way to access it. To download bulk order guides: 

1. Select Customers from the navigation menu.

2. Click Manage Customers, then Export Order Guides. 

To download single customer order guide: 

1. Select Customers from the navigation menu, then select Order Guide for a customer.

2. Click More Options, then Export Order Guide.

 

Pick list report

The Pick List report provides a summary of items based on order or delivery date during a specific time period. This report is particularly valuable for smaller distribution partners who don't have a warehouse management system, as it allows them to export the data to a spreadsheet for order preparation and fulfillment.

The report also serves purchasing departments by showing what items need to be ordered to fulfill future orders, though this requires all orders to flow through Cut+Dry for accurate data. 

You can set up email notifications to receive the pick list automatically 2 hours after order cutoff times, streamlining your daily operations workflow. To do that, add your email to the Notification Emails field.

What information is available?

• Item code, description, UOM, and quantity

Item movement report

The Item Movement report displays all items sold through Cut+Dry orders within a specified time period. This report provides a Cut+Dry-specific view of product sales activity, focusing exclusively on orders placed through the platform.

While similar data may be available from your ERP system, this report offers a different perspective by isolating Cut+Dry sales performance. Use this report to analyze which products are performing well on the platform and track sales trends specific to your digital ordering channel.

For more granular analysis, the Customer-wise Item Movement Report provides the same data divided by individual customer.

What information is available?

• Item code, name, UOM, and price
• Total order volume and value
• Delivery and order date
• Order number
• Customer name and code (only in the customer-wise item movement report)

Catalog export report

The Catalog Export report allows you to export your product catalog data for analysis and comparison purposes. For portal users with import functionality, this report helps you identify differences between your imported catalog and the current system data.

This export is particularly useful when reviewing items as the spreadsheet format makes it easier to view and analyze large amounts of catalog data compared to reviewing items individually within the platform interface.

What information is available?

• Item code, name, and category
• Status
• Pricing
• Substitutions

Different Catalog Export reports

You can download a more robust catalog export from the Catalog tab. That report contains more information per product, like GTIN, brand and manufacturer information, if images were uploaded, and special flags such as proprietary items.

1. Select Catalog from the navigation menu.

2. Click Manage Catalog, then Export Catalog.

 

Pay customers report

The Pay Customers Report provides a focused view of customers who are actively engaged with Cut+Dry's payment features. This report exclusively displays customers who have adopted and are using the Pay functionality, filtering out non-participating accounts for clearer insights.

Use this report to understand payment feature adoption rates, identify which customers are leveraging digital payment options, and track the success of your Pay implementation. Some distributors use this report to create pay-related email campaigns based on the payment method used by customers.  

What information is available?

• Customer code and name
• Payment terms
• Last payment method and date
• If auto pay is enabled
• Number of ACH and Credit Card payments
• Date when they added a payment method and date of the first payment completed

Invoice report

The Invoice Report provides a comprehensive view of all invoices generated within Cut+Dry, allowing you to export and analyze invoice data for reconciliation purposes. You can export all open invoices without time frame restrictions to audit whether all invoices are properly synced with your ERP system and validate that both systems contain the same records.

What information is available?

• Invoice number, date, due date, amount, balance due
• Customer code

Payout report

While the pay related reports offer detailed invoice information for ERP comparison and posting, the payout report provides a more streamlined approach for managing invoice data and financial reconciliation.

1. Select Pay from the navigation menu, then select Payout

2. Click Export Payouts

 

Payment transaction report

The Payment Transaction report provides a comprehensive summary of all payments made by customers through the Cut+Dry platform. This report displays key payment metrics including the number of invoices processed within a specified month and the total invoice amount for that period.

Use this report to track payment activity, analyze monthly payment volumes, and monitor revenue flow through the Cut+Dry payment system.

What information is available?

• Number of invoices and total amount, divided by month

At-risk accounts report

The At-Risk Accounts Report identifies customers whose activity has drastically changed between the current month and the previous month. The report only displays data for accounts assigned to sales representatives, making it a valuable tool for managing customer relationships. Use this report to ensure your sales reps are proactively reaching out to customers showing declining activity levels and addressing any potential issues before losing the account.

What information is available?

• Account name and associated sales rep
• current and previous 30-day order volume and revenue
• percentage and value difference between months

Different At-risk Accounts reports

The at-risk accounts report is also available in your dashboard. This report provides a comprehensive view of all potentially at-risk customers, offering more complete data than the dashboard, which only displays the top 5 accounts.

1. Select Dashboard from the navigation menu.

2. Scroll down to At-risk accounts.

 

Payment authorization status report

The Payment Authorization Status Report is a status report of customers with payment details on file, designed to help distribution partners understand the payment authorization consent status for each customer location. This report provides visibility into which customers have provided payment consent and tracks the timeline of the authorization process.

What information is available?

• Customer name and code
• Payment consent status and date
• Credit hold and limit
• Payment terms

Track-ready orders report

The Track Ready report is a CSV export that follows the same format as the Track template but comes pre-populated with order data from the Cut+Dry database. This report is specifically designed for distribution partners using Track integration to streamline their data transfer process.

The purpose of this report is to eliminate the need to manually fill in order information in the template. This automation saves time and reduces data entry errors by providing a ready-to-use file with existing order data already populated.

What information is available?

• Route, driver name, and stop number
• Order ID and customer information
• Delivery information such as delivery window, door description, etc.