You can access Costing Reports from the Costing Explorer.
This article covers:
- Cost Item Report
- Lot Cost Report
- Cost Over Time Report
- Fruit Cost Worksheet
- Other costing data and details
Cost Item Report
This report displays the overhead cost items recorded, with the most recent at the top. You can search by lot code and cost category. If a row is selected, it'll take you to the cost item detail page, where the entry can be viewed in detail and edited if needed.
The report can be exported to csv at any time by clicking the 'Export' link in the upper right hand corner of the report. The export includes the effective date, cost category, details, total cost, and involved lots.
Lot Cost Report
This report displays the current cost of each lot in inventory and can be filtered by multiple attributes. It shows the total cost and the 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 csv at any time by clicking the 'Export' link in the upper right hand corner of the report. The export includes the lot code and lot name, current contents (in volume or weight), current tax class, bond, total cost, cost per volume unit, cost category breakdown, owners (if applicable) and lot tags.
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 volume, as well as bulk wine transferred out of bond, bottled costs, 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 row displays a 'Lot has never had contents or costs' message, it indicates that the lot has not been filled and no costs have been applied to it. If a lot is tracked in weight through the duration of the date range, the starting and ending contents will display as zero (0) until the lot is drained and pressed and tracked in volume.
The report can be exported to csv at any time by clicking the 'Export' link in the upper right hand corner of the report. The export includes the lot code and lot name, starting and ending contents within the date range, starting and ending cost per unit within the date range, net volume change, bottled, bulk out and shrinkage volumes and associated costs. Owners and lot tags are also included.
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 can be exported and further customized as needed.
Other Costing Data
- Vineyard Contracts (available with the Advanced Vineyard Tracking feature)
- Direct Fruit Costs
- Direct Additive Costs from the Additive Explorer