Cost Report Descriptions

The following details each cost report:

Cost Item Report: This report displays the overhead cost items recorded, with the most recent at the top. You can search by lot code, cost category, and date range. If a row is selected, it'll take you to the cost item detail page, where the entry can be edited if needed.

The report can be exported to Excel/.csv at any time by clicking the 'Export' link in the upper right hand corner of the report.

Lot Cost Report: This report displays the current cost of each lot. It shows the total cost and the cost/unit (meaning cost per volume unit, whether you are tracking in gallons or liters). It also breaks down the cost by cost category. If a row is selected, it navigates to the lot Cost tab.

The report can be exported to Excel/.csv at any time by clicking the 'Export' link in the upper right hand corner of the report. 

Cost Over Time Report: This report shows the change in cost per lot between two dates. It will show the change in cost, the gain/loss of gallonage, and whether there was bulk wine transferred out of bond, if any of the lot was bottled, and if there was shrinkage recorded (volume lost for reasons outside of normal winemaking such as being destroyed or damage that needs to be written off). 

This report will show archived lots if they were active and had volume at any point within the date range. If a lot says 'pending', it is likely due to one of two reasons: 1) It's contents, or the contents of a 'parent' lot, is not being tracked in volume yet. Costs will compute once a lot and it's 'parent' lot (a lot that it's inherited costs from) are all tracked in volume. 2) The lot was created after the start date in the filter. 

The report can be exported to Excel/.csv at any time by clicking the 'Export' link in the upper right hand corner of the report. 

Fruit Cost Worksheet: This report is an active worksheet and the functionality is detailed here. On the reporting side, it's valuable to compare previous vintage costs to current vintage costs. It's also useful for budgeting purposes since the system calculates the total expected cost per block based on the cost information. This worksheet an be exported and further customized as needed.