Generating an Order Report
1. Click on Online Ordering in your Engage Dashboard to navigate to your Online Order Admin. There click on Reports > Orders->Orders
2. Select the Start and End date that you want to run the report for e.g. it can be 1 day or 1 week or 1 month or more. Select the location, if you have more than 1 location. Depending on the size of your date range, choose how you want to group your data: days, weeks, months, years. Select the Order Status - typically this will be 'Completed'. When you have entered your desired selections click "filter" to update the report.
Tip: Select status as "Complete" to view orders you fulfilled
3. Click on the icons in the top right corner to either download as either a PDF or a CSV file
Example Order Report
Here is an example of a 12 month report (csv format) with order data grouped by month.
There are two types of Automated reports.
1. Daily Order Report
This is a detailed transaction report listing all orders for day. This report can also be requested for the week/month.
Example of Daily Order Report :
2. 'Close of Business' report
This is a short summary report showing total sales and total tips for the day.
Example of Close of Business Report :
To turn on the automated reports, go to Settings->Location->Report