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Exporting sales orders (SOs) for custom reporting

Export sales orders to creating custom reports and analyzing sales data.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over 2 weeks ago

Exporting sales order data in Katana lets you create custom reports and analyze sales performance in detail. While Insights dashboards provide built-in views of sales, COGS, and profits across all sales channels, exporting allows you to work with raw data in your own reporting tools.

Learn more about Sales Insights in Katana


Export options

You can export SO data from two main areas in Katana:

1. Export from Insights dashboards

For quick custom analysis, use the download button available on each element within Insights.

Screenshot highlighting the download button inside the Insights screen
  • Download charts and tables into a file for use in Excel or BI tools.

  • Customize your reports by applying filters in Insights before exporting.


2. Exporting open sales orders

The Open SO table includes all sales orders that have not yet been delivered.

Screenshot highlighting the Open table and export button inside the Sell screen
  • Columns include: Order #, Customer, Total amount, and statuses for Sales items, Ingredients, Production, and Delivery.

  • Apply filters to focus your export:

    • Customer → See open SOs for a specific customer.

    • Delivery deadline → Find SOs due by next week.

    • Product availability = Not available → Identify SOs still waiting on manufacturing.


3. Exporting completed sales orders (past sales, costs, and profit)

The Done SO table includes all delivered or packed SOs. Each SO is automatically assigned a Picked date and a Cost of goods sold (COGS) amount when its Delivery status changes.

Screenshot highlighting the Done table and export button inside the Sell screen

You can filter by:

  • Picked date → View sales volume, COGS, or profit for a specific period.

  • Customer → View sales and profit for a particular customer.

  • Multiple filters → Combine filters (e.g., Customer + Picked date) to analyze customer profitability in a given timeframe.

Definitions:


Export for further analysis

Exported files include data at the SO line level (not just order summary). This enables:

  • Product-level sales reporting.

  • Margin analysis by SKU or category.

  • More detailed comparisons across customers and periods.

For advanced reporting, you can also use integrations:

  • Easy Insight → Pre-built and customizable visual dashboards.

  • SyncHub → Access Katana’s data model and build reports with BI tools (e.g., PowerBI, Tableau, Excel).


Key takeaways

  • Use Insights dashboards for quick sales metrics and exports.

  • Export Open SOs to analyze pending orders and delivery risks.

  • Export Done SOs for historical data: sales, COGS, and profit.

  • Exports include line-level detail for advanced reporting in BI tools.


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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