The Order Report is a transaction-based sales report that provides information on the impact of your complete (or incomplete) orders. This also serves as an overview of the sales made within a given period of time.
For information about retrieving your report check out this article on Saved/Scheduled Reporting.
Report Summary
The Order Report is broken down at the transaction level. To get going, choose a date or date range to run the report for. You can manipulate the Filters and Display options before or after choosing the date/range.
With the "Filters" button you'll be able to pick which Locations and Integrations the report will show. As a default, when you first run the report, we will show results for all of the items.
By clicking "All Orders" you can narrow the scope to just Complete or Open and Partial Orders.
The Summary Boxes are the multi-colored boxes at the top of the report that provide a synopsis of certain aspects of the report. Included in this report are:
Orders = Number of transactions
Discounts = The sum of total discounts
Refunds = The sum of all refunds
Net Sales Tax = Gross Sales Tax - Refunded Sales Tax
Total = The sum of all the Order Totals
Net Sales = Order Total - Gross Sales Tax - Shipping - Refunds
Net Cost of Goods Sold = Gross COGS - Refunded COGS
Net Profit = Gross Profit - Refunded Profit
The "Display" button will allow you to customize the columns of the report. The available columns include:
Order = Order ID as reported by the sales provider
Location
Integration*
Employee* = Order ID as reported by the sales provider
Device* - ID of the device used for the sale, if reported by the sales provider
Status* = Order status: Open, Partially Complete, or Complete
Opened* = The time the order was opened
Completed* = The time the order was completed
Updated* = The time the order was last updated by the sales provider
Order Total = Order total including sales tax (does not include tips)
Paid* = Total amount paid by the customer
Unpaid* = Order Total - Paid
Total Discounts = Total line item discounts + order-level discounts
Refunds = Total line item refunds plus order refunds (does not include refunded taxes or fees)
Gross Sales Tax = Total sales tax applied to the order
Refunded Sales Tax* = Total sales tax refunded
Net Sales Tax* = Gross Sales Tax - Refunded Sales Tax
Gross COGS* = The sum of cost of goods sold for each line item (see Product Sales)
Refunded COGS* = Total cost of goods of refunded units
Net COGS = Gross COGS - Refunded COGS
Gross Profit* = The sum of Gross Profit for each line item (see Product Sales report) minus Fees
Refunded Profit* = The sum of Gross Profit for each line item (see Product Sales report) minus Fees
Net Profit = Gross Profit - Refunded Profit
Tips* = Total tips added to order
Fees* = Transaction fee if reported by the sales provider
Shipping* = Total charged for shipping
Shipping Discount* = Total discounts applied to shipping fee
Shipping Tax* = Total tax charged on shipping
Refunded Shipping* = Total refunded for shipping
Refunded Shipping Tax* = Total refunded shipping sales tax
Net Sales = Order Total - Gross Sales Tax - Shipping - Refunds
Net Profit Margin = Net Profit / Net Sales
*able to toggle on with Display button
See specific transactions
To take a closer look at a specific transaction, click on the integration logo (or invoice icon), to get more information on a specific transaction as shown here:
Downloading your Report
To save your report (or schedule it to run for you), click the "Actions" button. Options to "Schedule this Report" or download as a PDF or CSV will be available for you. For more information on saving and scheduling reports, click here:
Things to Note:
At the bottom left corner of the page, you'll be able to navigate through pages using bottom the arrow buttons.
Show more products per page, by selecting a new option on the bottom-right of the page.
Click on the column heading to re-sort the entire report.