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

Data Definition

Orders

Dates

Time Zone

• All reporting is done in UTC time zone

Data Update Frequency

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

 

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

• 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:

1. Download Raw Data: if you want to create a detailed, order-level export

2. 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: