Reports & Data Exports - Market Management

Scope note. Everything on this page is self-serve from the admin Market Manager panel for managers, admins, and superusers — no support ticket needed.

What was sold per grower?

Use the Grower Sales History page: /orders/harvest_history/0 (also reachable from the Market Manager panel). Pick a grower from the selector and you'll see their Product Summary — each product with Quantity Sold, unit, number of orders, and Total Revenue — plus their order and quantity totals. Download it for a single grower as CSV at /orders/harvest_history/{growerId}/csv.

If what you really need is how much to pay each grower (their payout totals across the market, not a product-by-product breakdown), use Grower checks — /orders/checks.csv — which lists each grower, who to make the check out to, and their check total. See CSV exports below for both.

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.

"Total" vs "Initial Amount Due" vs "Actual Amount Due"? Invoices and the orders list show all three. The first two are based on everything ordered; the Actual Amount Due reflects what was actually delivered (tracked through customer checkout, or finalized when you mark the order complete). See Understanding Order Totals for the full explanation.

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.

Data Management Acting as a Customer Marketing & Promotion Back to Market Management