1 minute tips & FAQ's

Use Customer Analysis Reports to identify a set of customers & create a targeted email campaign in WineDirect
You’ve identified a set of customers using one of WinePulse Customer Analysis reports and now you want to target them with an email campaign from WineDirect...
Fri, 13 Dec, 2019 at 10:39 AM
How to see Dashboard Reports on your Mobile Device - Power BI
Quickly get a preview of your Winery's performance from your mobile device.   Download the Power BI app Download the Microsoft Pow...
Sun, 22 Dec, 2019 at 12:19 PM
Why can't I see how many Bundles / Gift Packs have been sold using WinePulse DTC Reports?
WinePulse reporting focuses on sales performance of individual SKUs so that we can calculate number wine orders, number of bottles sold, conversion rates an...
Fri, 13 Dec, 2019 at 10:17 AM
Reporting by Product SKU, Product Name or Order Type
Use these new reports to: Quickly report on your Tasting Room Pours (by day/week/month/other) Send you a total of RSVP's for your pickup par...
Sat, 12 Oct, 2019 at 3:36 PM
WineDirect's Important "Rules" for importing DTC customer details
Ensure when you are considering exporting data from WinePulse to import to WineDirect for an email campaign that you follow WineDirect's "Rules&qu...
Fri, 13 Dec, 2019 at 11:28 AM
Export WinePulse DTC Reports to Excel
Sometimes you will need to download report data to Excel so that you can continue to filter and sort the data. From any report click the "Save"...
Fri, 13 Dec, 2019 at 11:29 AM
Wine Club Reports displays club "Other" or "No Club Name"
Some WinePulse Wine Club Reports listing club names display a club "Other" or "No Club Name". Sales are included in this Other Club ...
Thu, 21 Jan, 2021 at 1:14 PM
Which WinePulse Reports show Number of Orders (# orders)
WinePulse currently has two reports showing Number of Wine Orders: 03- Tasting Room >  Sales and KPI > 02 KPI by Day  01- DTC Overview  > S...
Fri, 13 Dec, 2019 at 11:31 AM
Drilling down/displaying more data on Dashboards
On some Dashboards tables more lines of information can be displayed than can be shown on the main dashboard screen (sometimes this depends on your screen r...
Tue, 17 Dec, 2019 at 12:28 PM
Why are my old Wine club names not displaying in some reports?
If you rename Wine Clubs to a new name (rather than create a new club name) when you are viewing some of the Wine Club Reports, the old club names may not d...
Sun, 2 Feb, 2020 at 1:48 PM