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.
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Generating Order Reports
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