Order Reports

The Orders section in your reports is your central hub for analyzing all order-related data. It helps you understand sales volume, customer behavior, and operational trends.

How to Access:

1. Log in to your Restaurant Manager Portal.

2. Navigate to Reports from the main menu.

3. Click on the Orders tab to view the reporting dashboard.

Before generating a report, you must select your criteria:

• Select Date Range: Use the "From" and "To" fields to define the specific period you want to analyze.

• Select Restaurant Location: Choose a specific location or click "Select All" for a consolidated view.

Here is a detailed breakdown of each report tab and its primary business use:

• What it is: A high-level overview of your sales performance.

• What it shows: Key totals and metrics like Gross Sales, Net Sales, Total Orders, Average Order Value, and tax collected.

• Best for: Getting a quick, top-line snapshot of your business's health for a given period.

• What it is: A comprehensive, line-by-line list of every transaction.

• What it shows: Full order details including time, customer name, items, modifiers, subtotal, and payment method.

• Best for: Investigating specific transactions, bookkeeping, and reviewing order details for customer service.

• What it is: A deep dive into a single, specific order.

• What it shows: The complete breakdown of one order, often with all applied modifiers, discounts, and customer notes.

• Best for: Resolving a specific customer complaint or query about a particular order.

• What it is: A visual representation of your sales data over time.

• What it shows: Graphical charts (like line or bar graphs) that plot sales by day, week, or month.

• Best for: Identifying patterns, growth trends, and comparing performance across different periods at a glance.

• What it is: An analysis of order volume distributed by the time of day.

• What it shows: The number of orders received during each hour of operation.

• Best for: Making data-driven decisions about staff scheduling and kitchen prep for peak and slow periods.

• What it is: A performance report for every item on your menu.

• What it shows: Each item sold, ranked by quantity ordered and total revenue generated.

• Best for: Identifying your best-sellers and underperformers to help with menu engineering and inventory planning.

• What it is: A report focused on the performance of your extras and modifiers.

• What it shows: How often specific add-ons (like extra cheese or bacon) are ordered and their revenue contribution.

• Best for: Understanding which upgrades are most popular and optimizing your add-on offerings for profitability.

• What it is: A more detailed version of the Add-On Sales report.

• What it shows: Not just which add-ons were sold, but specifically which menu items they were attached to.

• Best for: Seeing item-specific modification trends (e.g., "80% of burger orders add avocado") to guide combo creations or promotions.

• What it is: A report on the performance and redemption of your discounts.

• What it shows: Which coupons were used, how often, and the total discount amount given.

• Best for: Measuring the effectiveness of your marketing promotions and calculating their return on investment (ROI).

By leveraging these nine reports together, you can move from a big-picture summary to granular, actionable insights about every part of your order flow.