Exporting Sales Report

Feature Description

The Lunchbox Admin Dashboard has the ability to provide .csv reports that contain all orders from Lunchbox per location in a specific period of time.
  

Navigation Process

Step 1: Navigate to Sales Reports on the Admin Dashboard.

Step 2: Select the Order Type that the report should include:

• Standard - Pick up and Delivery Orders.
• Combined - Pick up, Delivery, and Catering Orders.
• Catering - Catering Orders only.

Step 3: Filter the Dates that the report should cover.

Step 4: Select Export CSV to generate the report.

Sales Report

Report Fields

Step 1: Here are the fields that will be included in the sales report:

• Location - This is where the order has been placed.
• Order Type -  Delivery, Pick up, and/or Catering.
• Number of Orders - Total count of completed orders placed.
• Total Revenue - Total amount paid by the guests.
• Total Net - Total Revenue, minus deductions.
• Total Tip - Total amount of tip paid by the guests.
• Total Tax - Total amount of tax paid by the guests.
• Average Tip - Tip paid by the guests per order.
• Average Tax - Tax paid by the guests per order.
• Average Order Price - Revenue paid by the guest per order.
• Total Refunds - Total amount refunded to the guests.
• Total Loyalty Spent - Total Loyalty Credits spent by the guests.
• Total Stored Value Spent - Total stored value amount spent by the guests.
• Total Discounts - Total Discount Value applied to the orders.
• Number of Orders with Refunds - Total count of refunded orders.
• Number of Unique Guests - The total number of guests who made at least one order.
• First Time Visit - Total number of orders from the first visit.
• Returning Visits - Total number of orders from repeating guests.

FAQ

• Why am I receiving an error when downloading?
  This might be caused by downloading reports for a long period. A good workaround is to download the report in batches -- weekly or monthly.
• I want a report with sales broken down per transaction. Where can I download this report?
  Transaction level Sales Report can be downloaded from another tab in the Lunchbox Admin Dashboard under Search for Orders.