Generating Order Reports
Generating an Order Report
1. Click on Online Ordering in your ENGAGE Dashboard to navigate to your Online Order Admin. There click on Order Reports to see the list of reports available. There are two primary Order Reports : A Summary report and a Detail report that lists all orders for a period.2. Select the location, if you have more than 1 location. Select the Period that you want to run the report for. You can export all reports to a CSV file.
ORDER SUMMARY REPORT
ORDER DETAIL REPORT
TAX REPORT
COUPON REPORT
Automated Reports
There are two types of Automated reports.
1. Daily, Weekly, Monthly Transaction Report
This is a detailed transaction report listing all orders for day/week/month. You can choose which frequency you want to receive.
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->Reports. Toggle on the report, choose frequency for the transaction report. Enter your email address.
Related Articles
Generating Order Reports
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 ...ENGAGE Reports
1, Click on Reports (located beneath Home link) on the ENGAGE Admin Navigation bar 2. The Report shows a summary of activity for a defined period : website visits, new subscribers, email campaigns, social media posts, reviews, surveys and online ...Overview of the Online Ordering Web Admin (Video)
Topics covered in this video: Overview of the Admin Dashboard (accessed via web browser) How to make simple updates to your Menu How to adjust the Days and Hours for Online Ordering How to add Holidays where you will be closed or have adjusted hours ...Getting Started with your ENGAGE Online Ordering Solution (V2)
Online Ordering Admin Enabling/Disabling your Online Ordering via the Admin Updating a Menu item and Enabling/Disabling a menu Item Updating Your Regular Opening Hours Setting Custom Hours for Holidays Overview of Business Reports Available Refunding ...Online Ordering The Skip Function
The skip function in online ordering allows you to skip the first couple of screens so that users do not have to click through those selections if there is only one selection available. e.g. Only 1 method (Pickup) and only 1 location choice. To ...