Types of reports and where to find them

Types of reports and where to find them

Order Reports

This report compiles information on orders placed during a specific period, organized by date:
  1. Delivery orders
  2. Pickup orders
  3. Cash orders
  4. Credit card orders
  5. Other types of orders
This report provides valuable insights into:
  1. Weekly sales
  2. Monthly sales
  3. Yearly sales



Customer Reports

This report consolidates customer information, including:
  1. Names
  2. Email addresses
  3. Phone numbers
  4. Last order date
  5. Number of loyalty points
This report can be valuable for restaurants looking to:
  1. Run promotions and specials
  2. Notify customers about new menu items
  3. Reach out to their customers with a general message


Graphical Order Report

This report shows a graphical representation of your number of orders, organized by month per menu. It provides a visual representation for the last:
  1. 6 months
  2. 12 months
  3. 24 months
This graphical order report offers insights into:
  1. Number of orders per month within designated time period 


Detailed Order Reports

This report offers detailed information for a selected time frame, covering:

  1. Service type
    1. Pickup orders
    2. Delivery orders
  2. Types of cards used and their frequency
  3. Data according to the menu type
  4. Payment method
  5. Number of orders placed through:
    1. Mobile phones
    2. Desktop
  6. New versus repeat customers
  7. Orders placed via mobile web or app
This report provides valuable insights into:
  1. The breakdown of information by percentage
  2. Identifying areas that need improvement

Best Customer Reports

This report provides key insights into your top customers based on their ordering habits:
  1. Customer Data Overview
    1. Displays customers ranked by the number of orders placed.
  2. View report by:
    1. Number of Orders: Shows customers by the frequency of their orders.
    2. Number of Sales: Displays the total sales amount from each customer.
  3. Top Customer Identification
    1. Helps recognize the most valuable customers who significantly contribute to your revenue.
  4. Personalized Marketing Opportunities
    1. Allows you to offer targeted promotions, such as discounts or free items, to increase customer loyalty.
  5. Sales Growth Potential
    1. Aims to boost overall sales by leveraging customized marketing tools directed at top customers.



Time Interval Order Reports

This report provides a detailed breakdown of orders throughout the day in 30-minute intervals:

  • Time Slot Breakdown
    • Orders are divided into 30-minute time slots, offering a clear view of customer activity throughout the day
  • Peak vs Non-Peak Hours
    • Helps identify when your restaurant experiences the highest and lowest order volumes.
  • Hourly Customer Data
    • Shows at what time of day customers are most likely to place orders, giving insights into busy periods.
  • Operational Optimization
    • Useful for adjusting staffing and inventory based on peak and non-peak times.
  • Enhanced Time Management
    • Helps restaurant owners manage their time and resources more efficiently by focusing on high-traffic periods.

    Menu Item Order Reports

    This report offers insights into the popularity of menu items based on order frequency:
    1. Item Order Frequency
      1. Displays the number of times each menu item was ordered.
    2. Popular Dishes Identification   
      1. Helps restaurants recognize which dishes are most popular among customers.
    3. Improving Less Popular Items
      1. Provides data to identify underperforming menu items that may need improvement or promotion
    4. Menu Optimization
      1. Useful for adjusting the menu based on customer preferences to increase overall satisfaction and sales.
    5. Data-Driven Decisions
      1. Assists in making informed decisions about which items to keep, promote, or potentially remove from the menu.



    Coupon Usage Report

    This report provides insights into how frequently coupons are utilized by customers:
    1. Coupon Usage Frequency
      1. Shows the number of times each coupon was used by customers.
    2. Specific Coupon Data   
      1. Provides information about individual coupons, including their issuance and usage patterns.
    3. Effectiveness of Coupons
      1. Helps assess the success and utility of coupons in driving customer engagement.
    4. Adjustment Opportunities
      1. Allows for modifications to coupon offers based on their performance and customer preferences.
    5. Promotion Strategy Optimization
      1. Enables more effective promotion planning by focusing on well-performing coupons.


    Individual Orders Report

    This report provides comprehensive details of each order, organized by date:
    1. Order Details by Date
      1. Displays individual orders, sorted by the selected date range.
    2. Comprehensive Order Information
      1. Includes customer names, order numbers, order status, total amounts, and tips.
    3. Order Review
      1. Useful for reviewing and analyzing order details from previous days or any specific period.
    4. Customer Insights
      1. Helps track customer-specific orders and preferences for better service.
    5. Operational Review
      1. Aids in evaluating the accuracy and status of completed orders.



    Gift Card Orders Report

    This report provides data on gift card purchases made by customers:
    1. Gift Card Purchase Data
      1. Displays information about customers who have bought gift cards.
    2. Customer Loyalty Insight
      1. Identifies customers who frequently purchase gift cards, indicating strong loyalty.
    3. Discount Opportunities
      1. Shows which customers are entitled to an additional discount on their next purchase through gift card use.
    4. Repeat Orders Identification
      1. Helps track customer-specific orders and preferences for better service.
    5. Customer Engagement
      1. Useful for targeting loyal customers with future promotions and personalized offers.

    POS Reports

    This report provides details on orders placed through the Point of Sale (POS) system:

    1. POS Order Data
      1. Displays all orders processed through the POS system.
    2. Online vs Offline Orders
      1. Includes both online orders and those placed directly at the restaurant.
    3. Business Channel Differentiation
      1. Helps distinguish between online and offline business activity.
    4. Operational Insights
      1. Useful for understanding the balance between in-house and digital sales channels.
    5. Performance Review
      1. Assists in evaluating the overall performance of the POS system in managing orders.

    Location Daily Reports (POS)

    This report provides a breakdown of daily orders across multiple sales channels:
    1. Order Source Overview
      1. Displays orders made through POS, other platforms, and online channels.
    2. Sales Source Differentiation
      1. Helps distinguish sales coming from various channels, including in-store and online.
    3. Daily Order Summary
      1. Provides a detailed view of the daily sales performance across all platforms.
    4. Multi-Channel Insight
      1. Useful for understanding the contribution of each sales source to overall revenue.
    5. Operational Efficiency
      1. Assists in assessing the performance of different order channels in a single report.

    Guest Users Report

    This report provides data on customers who used the guest checkout feature:
    1. Guest Checkout Data
      1. Displays information about customers who placed orders without creating an account.
    2. Guest vs Registered Customers
      1. Helps differentiate between guest checkouts and account-based customers.
    3. Customer Engagement Opportunities
      1. Useful for identifying guest users and encouraging them to sign up for future benefits.
    4. Coupon and Discount Outreach
      1. Helps target guest customers with offers, promoting account creation for exclusive deals.
    5. Increasing Repeat Sales
      1. Assists in converting guest users into repeat customers by offering incentives.