Reporting
Open Reporting from the main navigation. Reporting is available to business owners and admins.
Choose a period
Section titled “Choose a period”Use Today, This week, Last 7 days, This month, Last 30 days or This quarter. Custom lets you choose exact dates.
This week starts on Monday and ends today. When Compare periods is on, Bottle compares the selected dates with the same number of days immediately before them.
The period changes activity such as orders, invoices, customers and deliveries. It does not change current figures such as money still owed, low-stock alerts, cylinders in Right now or cash still held by drivers. The Cylinders with customers stock report instead shows holdings at the end of your selected period.
What the figures mean
Section titled “What the figures mean”- Orders taken excludes cancelled orders.
- Order value uses the amount recorded on each order. Imported WooCommerce and Shopify orders use the amount supplied by that shop.
- Invoices paid counts invoices by the date they were marked paid.
- Customers added excludes merged and erased customer records.
- Delivery success is the share of completed customer stops that were not recorded as failed.
- Money outstanding includes invoices that are still sent and unpaid. The chart groups the current balance by how late it is.
Select View data on a chart to read the figures in a table. Use Export CSV to download the current report and comparison period.
Select a headline figure or ranked product or customer to open the records behind it. Bottle carries the selected reporting dates into the destination where they apply.
Build your overview
Section titled “Build your overview”On the Overview tab, select Customise overview to open the floating widget library beside your report. On a smaller screen, the library opens from the bottom.
- Search for a widget or browse Sales, Money, Deliveries, Customers, Stock and cylinders, and Operations. Every widget from the report tabs is available here.
- Each widget shows an icon and label for its type: line, bar or donut chart, table, key figures or status list. You can search for these types too.
- Select or drag an available widget to add it. Widgets already shown are greyed out in the library.
- Click an empty space to select it, then choose an available widget from the library to add it there.
- Drag a widget onto an insertion line to start a new row, or onto a highlighted side or open space to place it beside another widget.
- Bottle previews the widget name and width before you release it. If there is no room on that side, use an insertion line instead.
- Drag the bottom-right corner to resize. Column guides and a blue outline show the width you will get when you release it. The desktop grid has 12 columns, with ten width settings from 3 to 12 columns. You can also focus the corner button and use the left and right arrow keys.
- Right-click a widget to view its data, open the records behind it or remove it from your Overview.
- Select Reset layout to restore Bottle’s standard overview.
Your Overview layout is saved for you in this business and follows you between devices. It does not change another team member’s dashboard. Sales, Invoices, Deliveries, Customers and Stock use consistent layouts and do not show the customisation control.
For example, add Most-delivered products from Stock and cylinders to see that chart on your Overview. It uses the same reporting dates and figures as the Stock tab. Extra widgets are available in the library, not added to the standard Overview automatically. Reset layout removes these extras from your Overview without changing anyone else’s layout.
Where orders came from
Section titled “Where orders came from”The order-source chart separates orders entered by the office, regular orders, online shops and vehicle sales. Open View data to see Bottle Shop, WooCommerce and Shopify separately.
Delivery or collection counts each order once using the fulfilment choice saved on the order. Best-selling products ranks recorded order-line value and shows the number sold.
Online-shop reporting includes orders that have reached Bottle. If WooCommerce or Shopify is not connected or its order feed needs attention, Bottle shows that coverage state instead of assuming the shop had no sales.
Stock and cylinders
Section titled “Stock and cylinders”Choose Stock and cylinders for stock movements, cylinders held by customers and vehicle loading by driver. The reporting period at the top applies to every chart and table. Customer holdings show the position at the end of that period.
Stock in and out compares total quantities by movement type. Select View data for the breakdown by product, including signed stocktake changes. These are movement counts, not your current stock balance; vehicle loading and yard transfers are excluded.
Vehicle loading by driver compares planned quantities, loaded items and full stock returned. The chart shows up to six drivers, ordered by quantity loaded. View data includes every driver, round counts and how many loads were confirmed. These charts and their tables are also available as Overview widgets.
Each chart suggests a next step. For stock, Review products shows only products with recorded damage or count corrections. Use Current stock & reorder alerts to decide what to buy. Past movement counts do not show what is available now. View data always shows every product.
For drivers, Review drivers shows drivers with missing load checks or differences from the plan, including a Not confirmed count. View data includes every driver. Open rounds takes you to the round planner. A difference between planned and loaded quantities is not automatically an error: drivers may load spare stock or empty cylinders. The report includes rounds that left the yard during the period, not planned rounds that have not started.
Most-delivered products shows the five products supplied most often during the selected period, by quantity. Shop collections count; returned empties, vehicle loading and yard transfers do not. View data shows the full product ranking, not just the top five.
The Stock page’s Stock reports link opens this tab. Older stock-report links redirect here. Current stock alerts, stock value and recent delivery estimates remain on Stock, where you can act on them.
Current work
Section titled “Current work”Right now links to current low-stock alerts, cylinders held by customers and cash waiting to be handed in. These figures stay current while you compare past periods.
Rounds still out includes rounds started on earlier days, until the vehicle returns and the round is marked complete. Delivery charts count each stop on the date it was completed, not the round’s start date. A round running from Monday into Tuesday does not count Monday’s deliveries again on Tuesday.
Customer reporting
Section titled “Customer reporting”Customers added shows when new customer records were created. It does not treat an existing customer’s first order in the period as a new customer.
Customer insights shows returning customers in the selected period, customers with no order in the last 90 days and the highest-value customer accounts. Select a figure or customer to open the matching customer records.