What it is
A detailed report on items delivered within a period of time. The output may be large, but it gives you the flexibility to do a variety of analysis. A little bit of pivot table work can do a lot with this report. Please note that this report presents the listed price of items and not the amount paid for each item (which can differ for various reasons: adjustments, credits, refunds, etc.) The length of the period is limited to one year at a time.
Parameters
Start Date: Selects the starting date for the date range in which to look for items delivered.
End Date: Selects the ending date for the date range in which to look for items delivered.
Include Addon Shares as Items: Choose if you would like to included delivered addon shares as items in the report. This might be particularly useful when the addon share corresponds to a particular item (like the Goat Cheese Addon Share means that you'll get a pint of goat cheese each time).
Output
The output will be a CSV file that has been zip-compressed to reduce the file's size. When you download the output, you will first need to unzip the file to access your results.
Please note that "delivery" is used broadly below and can mean either pickup or home delivery
user_id - unique id number of member receiving the item
user_email - unique email of member receiving the item
location_id - unique id number of location where item was delivered
location_name - name of location where the item was delivered
delivery_datetime - date AND time of item delivery
delivery_date - date of item delivery
delivery_time - time of item delivery
weekday - name of weekday for item delivery, one of: "Sunday", "Monday", "Tuesday", "Wednesday", "Thursday", "Friday", "Saturday"
product_type - name of the item's "department" or "product type". In the case of the item being an addon share, this value will be "addon_share"
custom_category - the value of the custom category that your farm has set for the product, if any*
unit_type - the base unit of the item.In the case of the item being an addon share, this value will be "addon_share"
base_product_id - the unique id of the harvie base product for the item*
base_product_name - the name of the harvie base product for the item*
farm_product_id - the unique id of your farm product for the item*
farm_product_name - the name of your farm product for the item*
variant_id - the unique id of the farm product variant for the item*
variant_name - the name of the farm product variant for the item*
sku - the SKU of the farm product variant for the item*
final_display_name - the name as displayed to the member (in case of any last overriding during delivery build). In the case of the item being an addon share, this value will be "Share Name - Share Size Name"
producer - the producer of the item, as set on the farm product
item_type - an easy way to distinguish item types, one of: "ShareItem", "ExtrasItem", "AddonShare"
price(currency) - the listed price of the item in your farm's currency
quantity - the quantity of the item(s) delivered
value(currency) - the value of the item(s) delivered, this is quantity * price(currency)
allocation_scheme - the allocation scheme of the item as listed in the delivery. One of "Default", "Extras", "Featured", "Specialty". In the case of the item being and addon share, this will be "AddonShare"
truck_name - if you use logistics, this will be the truck to which the item was assigned
truck_stop - if you use logistics, this will be the stop # for the truck to which the item was assigned
*if the item is an addon share, these will be empty
Interpretation
This is a flexible and open-ended data set, so it can be used in a multitude of ways. Here are just a few questions that it can help answer:
"Which location had the most/least product delivered?" Aggregate by location
"How much of X/Department/Custom Category was distributed?" Aggregate by X/Department/Custom Category
"How much of X was distributed over time?" Aggregate by date, then create a plot with Amount as y-axis and Date on x-axis.