Introduction

Reports in the system are generated depending on the specified period. The system uses a calendar date from and to inclusive.

For exporting to Excel, you can set a period of no more than 31 days.


Report types:

Name

Description

Number of ordersThe report displays the number and parameters of orders in the selected time range.
Total Order ValueThe report displays the gross monetary value of orders grouped by establishment or date.
Order processing stages The report displays the stages of order processing for the specified period (new order, accepted in a restaurant, etc.) grouped by establishments or dates.
Cancellation of ordersThe report shows which orders were cancelled, grouped by location or date.
Heatmap 

The report displays order distributions in a graphical format, where quantities are displayed using color.

Red color means there are a lot of orders, purple color means there are few.

CouriersThe report displays the number of orders completed by couriers in the selected time range.
Couriers Summary ReportThe report displays the number of orders completed by the corporation's couriers and is necessary for calculating couriers' wages.
Call Center OperatorsThe report displays the number of orders accepted by call center operators in the selected time range.
By Delivery ManagersThe report displays the number of orders accepted by managers in the establishment's interface in the selected time range.

General capabilities for working with reports

To generate a report, go to the Reports section.

By default, the section opens on the previously selected report type.

Setting the report period

To select the start and end dates of the period, click successively on the buttons of the built-in calendar in the report header.

The system will display all orders for this period. In the report, the Amount of money will show the orders that were closed during this period.

Selecting an establishment

By default, All establishments are selected. Select the desired establishments by expanding the drop-down list.

Sorting and customizing columns

The data can be sorted by establishment or date. To do this:

  1. Click on the Settings button > Grouping block
  2. The set of columns in the report depends on its settings. Columns can be added/hidden by clicking the Settings button > Columns block.

    • Establishment — name of the establishment
    • Date — order creation date
    • Order source — source from which the order came
    • Delivery by courier — number of orders delivered by couriers
    • Pickup — Number of orders with self-pickup
    • Payment in cash — number of orders paid in cash
    • Online payment — number of orders paid online
    • Payment by card — number of orders paid by card
    • Total orders — the total number of orders closed at the establishment on the date specified in the Date column.

Export to Excel

The generated report can be downloaded using the Export to Excel button in the upper right corner.