Introduction

The new Sales Report tabulates a wide range of Sales metrics by location, platform, order type, and payment method. Restuarant Partners can filter the report by order fulfillment date and location. In addition, the data can be exported at an aggregate (i.e., as summarized on the page) or order level for additional analyses.

Limitations

Feature Availability

This feature is available on the New Admin Dashboard only

Data Definition

Orders

In-store orders for which patrons used a QR code to only accrue loyalty points (but not pay for the order) are excluded from reporting
- In-store orders where patrons used the Scan-to-Pay feature (i.e., used a QR code to accrue loyalty points AND pay for the order) are included
- This change was made based on Restaurant Partner feedback

Dates

For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed

Time Zone

All reporting is done in UTC time zone

Data Update Frequency

All metrics are updated every hour

Adjusting Report Layout

The order of the columns in the report cannot be adjusted
The hierarchy of row groupings in the report cannot be adjusted

Restaurant Experience

Navigating to the Sales Report

Click on the “Analyze” tab in the navigation bar

In the menu bar on the left-hand side, click on “Reports”

Navigate to the “Sales” section and click on the “Sales Report” button

Data Definition

Orders

In-store orders for which patrons used a QR code to only accrue loyalty points (but not pay for the order) are excluded from reporting
- In-store orders where patrons used the Scan-to-Pay feature (i.e., used a QR code to accrue loyalty points AND pay for the order) are included
- This change was made based on Restaurant Partner feedback

Dates

For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed

Time Zone

All metrics are reported in the UTC time zone

Defining Reporting Parameters

Date Range

To adjust the range of order fulfillment dates that are included in the report, click on the first of the three buttons above the table

The dropdown menu can be used to select one of the following pre-defined date ranges: Today, Yesterday, This Week, This Month, This year, Last Week, Last Month, Last Year

Alternatively, you can also enter a custom range by either entering dates into the Start and End Date fields or selecting a range using the calendar on the right-hand side

After selecting the desired date range, click on the “Apply” button
By default, it is set to Yesterday

Locations

To adjust which locations should be included in the report, click on the Locations button above the table

Use the dropdown menu to select which location(s) should be included; multiple options can be selected

Alternatively, you can enter a location name directly in the “Search for Locations” field. As you type, the drop-down list will show locations or areas whose names closely match the input. Once you see the location of interest, check or uncheck the box

You can also use the “All” or “None” buttons in the top right-hand corner of the pop-up window to choose all locations or none

By default, all locations are selected

Reported Metrics

Metric	Description
Total Amount	Sales + Tax + Tip + Service Charges - Discount - Applied Credit (loyalty redemptions)
Sales	Total Gross Merchandise Value (GMV)
Check Average	Average GMV per order Equals Sales / Order Count
Guest Count	Number of unique guests
Order Count	Number of orders fulfilled
Average Order Per Guest	The average number of orders per guest Equals Order Count / Guest Count
Tax	Total taxes paid
Tip	Total tip paid
Service Charges	Total service charges applied, including delivery and pick-up fees
Discount	The total dollar amount of discounts applied
Discount Count	Number of orders with discounts applied
Loyalty Spent	The total dollar value of loyalty redemptions
Loyalty Spent Count	Number of orders with loyalty redemptions
Store Value Spent	Total preload or gift card balance applied
Store Value Spent Count	Number of orders with gift or preload card redemptions
Loyalty Spent Average	Average loyalty redemption per order among orders with loyalty redemptions Equals Loyalty Spent / Loyalty Spent Count

Expanding and Collapsing Row Groupings

The first row of the table shows the total of each reported metric for the chosen date range and location(s)

In the following rows, each reported metric is shown at the location level
The arrow at the beginning of each row can be used to drill down the data further by the following criteria, in the following order:

NOTE: The order of these row groupings cannot be adjusted

Nesting Level	Criteria	Options
1	Location	All locations on the Admin Dashboard
2	Platform	Android App Subscription (Subscription orders) Toast (Scan-to-Pay orders) iOS Web
3	Order Type	Pickup Delivery Dine In Pocket Kiosk
4	Payment Method	Credit Apple Pay Google Pay

Please see the screenshot for an example of a fully expanded location

Clicking on the expand arrow in the column header row will fully expand or collapse all rows

Exporting Data

The enhanced Sales Report can create CSV exports of the report as aggregated & shown on the page or at the order level.

To create an export, click on the “More Actions” button above the table, and select one of the following options:

Download Raw Data: if you want to create a detailed, order-level export
Download View: if you want to recreate the report as shown on the Admin Dashboard

Download Raw Data

The “Download Raw Data” button creates an order-level export of the data, where each line item is a guest’s order
Once downloaded, the CSV file will contain the following columns:

Column Name	Description
OrderID	Order ID in the Lunchbox database
Client ID	Restaurant Group’s ID in the Lunchbox database
Restaurant Location ID	The ID of the Order Location in the Lunchbox database
Client Name	The name of the Restaurant Group
Location Name	The name of the Order Location
Ordered At	The date & time when the order was placed in the UTC time zone
Fulfilled at	The date & time when the order was fulfilled in the UTC time zone
Date	The date on which the order was fulfilled in the UTC time zone
POS ID	POS GUID
Patron ID	The guest’s User ID as shown on the Admin Dashboard
Patron Name	The guest’s first and last name
Platform	The platform on which the order was placed
Product	The product through which the order was placed
Payment Method	The payment method used to pay for the order
Sales	Total GMV for the order
Tax	Total tax for the order
Tip	Total tip for the order
Service Charges	Sum of all service charges for the order, including any delivery or pickup fees
Discount	The total discount amount applied to the order (if any)
Loyalty Spent	The dollar value of loyalty redemptions (if any)
Stored Value Spent	The dollar amount paid with a gift or preload card (if any)
Refunds	The total refund issued for the order (if any)
Total Amount	Sales + Tax + Tip + Service Charges - Discount - Applied Credit (loyalty redemptions that are not discounts)