Point of Sale Solution Back Office Calendar Reports
Description
How to run reports for scheduled and completed orders in the Point of Sale Back Office
What's in this article?
Software Plan: Pro
Scheduled orders are orders that include items enabled for pickup or delivery, based on the Online Settings configured for your eCommerce or Ordering site.
There are two calendar reports for tracking scheduled orders:
- Scheduled Report displays scheduled orders that have not yet been completed.
- Completed Report displays scheduled orders that have been completed.
Both reports display scheduled orders within a selected date range. You can choose from preset ranges (such as Today, Last 7 Days, or Last 30 Days) or define a custom date range. After running a report, you can download it for your records to help analyze scheduled order activity and trends.
Scheduled
The Scheduled report lists scheduled orders that have not been completed.
To run and download the Scheduled report
- In the Point of Sale Solution Back Office, select Location Reports > Calendar > Scheduled.
Order details Description Scheduled Order Details and Descriptions Item Name of the item you are selling Modifiers Item specifications or customization Notes Optional internal notes Total quantity Number of items in the order Total amount ($) Total dollar amount of the order Total discount ($) Discount applied to the order Total tax ($) Sales tax applied to the order - Choose the desired date range:
- Preset: Click the Select date range field and select from the preset ranges listed in the dropdown list.
- Custom: Click the Select date range field and select Custom Range. From the populated calendars, select a start and end date and time. Click Apply.
- Click Run report.
- Click Download.
Completed report
The Completed Report lists scheduled orders that have been completed.
To run and download the Completed report
- In the Point of Sale Solution Back Office, select Location Reports > Calendar > Completed.
Order details Description Completed Scheduled Order Details and Descriptions Scheduled Date the event was scheduled for Customer name Customer name Employee Employee name Type Specifications for the item Order # Optional internal field Completed on Date the event was completed on Total amount ($) Dollar amount of the order Discount ($) Discount applied to the order Tax ($) Sales tax applied to the order Payments Payments applied to the order Paid amount ($) Amount paid for the order - Choose the desired date range:
- Preset: Click the Select date range field and select from the preset ranges listed in the dropdown list.
- Custom: Click the Select date range field and select Custom Range. From the populated calendars, select a start and end date and time. Click Apply.
- Click Run report.
- Click Download.