---
title: Retail | Data Exports Reorganization
description: The Data Exports section is getting a facelift. Reports will be presented in a unified organization. There will no longer be a New Export section and the new reports will be featured in their respective categories.
---

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# Retail | Data Exports Reorganization

## The Data Exports section is getting a facelift. Reports will be presented in a unified organization. There will no longer be a New Export section and the new reports will be featured in their respective categories.

**EFFECTIVE 12/14/23**

The following reports have been renamed:

Before                                                                       Updated  
Daily Summary Report                         Daily Accounting Summary  
Tax Summary Report                            Daily Accounting Summary  
Journal Entry Report                             Daily Accounting Summary  
Discount Used Report                          Discounted Transactions Report  
Sales by Employee                                Master Employee Report  
Shipment Bill Report                             Received Inventory Report

 

The New Exports below are now in the following categories:

| Cash Drawer Report | Manager |  |
| --- | --- | --- |
| Daily Accounting Summary | Overview |  |
| Discounted Transaction Report | Sales |  |
| Inventory Action Summary | Inventory |  |
| Inventory Distribution Report | Real-Time |  |
| Inventory Reconciliation Report | Inventory |  |
| Inventory Snapshot History Report | Inventory |  |
| Master Employee Report | Manager |  |
| New Members Report | Marketing |  |
| Payments used by Day | Sales |  |
| Received Inventory Report | Inventory |  |
| Sales Payment Report | Sales |  |
| Sales by Queue Report | Sales |  |
| Total Sales Detail Report | Sales |  |
| Total Sales Report | Sales |  |

The Administrative and Employee reporting category has been removed and the reports have been moved to their respective categories.

Transaction category has been renamed Sales

The Member reporting category has been removed and the reports have been moved to the Marketing Category along with the marketing related reports in the old Transaction category.

Summary level reports Journal Entry by Category, Inventory Snapshot by Category and Profit Loss Report are in Overview. The Frequently Used section should be preserved so that you have direct access to your most used reports still.

The following existing export reports have been moved:

| **Export Product Batch** | **Inventory** |
| --- | --- |
| Export Products | Inventory |
| Export Vendors | Inventory |
| Employee Activity Report | Manager |
| Store Performance Report | Manager |
| Time Clock Report | Manager |
| Employee By Sales By Product Report | Manager |
| Sales by Vendor Report | Sales |
| Products by Vendor Report | Inventory |
| 30 Days Inactive Members Report | Marketing |
| Consumer Export Report | Marketing |
| Member Performance Report | Marketing |
| Members by City Report | Marketing |
| Members Expiring Soon Report | Marketing |
| Membership by Doctor Report | Marketing |
| Membership by Group Report | Marketing |
| Total Active Members Report | Marketing |
| Marketing Report | Marketing |
| Promotions Used Report | Marketing |
| Promotions/Rewards Activity Report | Marketing |
| Profit Loss Report | Overview |
| Journal Entry by Category Report | Overview |

The following reports are real-time reports and have been organized into the real-time category:

- All Sales Report
- Current Active Orders Report
- Inventory on Hold Report
- Inventory Valuation Report
- Total Sales with Active Orders

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