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
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This feature is available on the New Admin Dashboard only
Data Definition
Orders
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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
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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
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This change was made based on Restaurant Partner feedback
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Dates
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For any date-related fields, the order fulfillment date is used rather than the date on which the order was placed
Time Zone
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All reporting is done in UTC time zone
Data Update Frequency
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All metrics are updated every hour
Adjusting Report Layout
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The order of the columns in the report cannot be adjusted
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The hierarchy of row groupings in the report cannot be adjusted
Restaurant Experience
Navigating to the Sales Report
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Click on the “Analyze” tab in the navigation bar
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In the menu bar on the left-hand side, click on “Reports”
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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
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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

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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


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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

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After selecting the desired date range, click on the “Apply” button
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By default, it is set to Yesterday
Locations
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To adjust which locations should be included in the report, click on the Locations button above the table

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

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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

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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

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By default, all locations are selected
Reported Metrics
Metric | Description |
---|---|
Total Amount |
|
Sales |
|
Check Average |
|
Guest Count |
|
Order Count |
|
Average Order Per Guest |
|
Tax |
|
Tip |
|
Service Charges |
|
Discount |
|
Discount Count |
|
Loyalty Spent |
|
Loyalty Spent Count |
|
Store Value Spent |
|
Store Value Spent Count |
|
Loyalty Spent Average |
|
Expanding and Collapsing Row Groupings
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The first row of the table shows the total of each reported metric for the chosen date range and location(s)

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In the following rows, each reported metric is shown at the location level
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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 |
|
2 |
Platform |
|
3 |
Order Type |
|
4 |
Payment Method |
|
- 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:
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Download Raw Data: if you want to create a detailed, order-level export
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Download View: if you want to recreate the report as shown on the Admin Dashboard
Download Raw Data
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The “Download Raw Data” button creates an order-level export of the data, where each line item is a guest’s order
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Once downloaded, the CSV file will contain the following columns:
Column Name | Description |
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OrderID |
|
Client ID |
|
Restaurant Location ID |
|
Client Name |
|
Location Name |
|
Ordered At |
|
Fulfilled at |
|
Date |
|
POS ID |
|
Patron ID |
|
Patron Name |
|
Platform |
|
Product |
|
Payment Method |
|
Sales |
|
Tax |
|
Tip |
|
Service Charges |
|
Discount |
|
Loyalty Spent |
|
Stored Value Spent |
|
Refunds |
|
Total Amount |
|
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