Point of Sale Solution Back Office Calendar Reports
Description
What's in this article?
Two available reports for scheduled orders are the Scheduled Report and the Completed Report. The Scheduled Report is for scheduled orders that have not been completed. The Completed Report is for scheduled orders that have been completed.
Scheduled orders are orders with items that are enabled for pick up or delivery based on the Online Settings for your eCommerce or Ordering site.
These reports display scheduled orders within a selected date range. Custom date ranges can be set or preset ranges are available for selection (today, last 7 days, last 30 days, etc.). After running your report, you can download it for your records. This helps your business better understand scheduled order activity and patterns.
Scheduled Report
Scheduled orders that have not been completed populate with the below details in this report.
| Order Details | Description |
|---|---|
| Item | Name of the item you are selling |
| Modifiers | Specifications for the item |
| Notes | Optional internal field |
| Total quantity | Number of the item |
| Total amount ($) | Dollar amount of the order |
| Total discount ($) | Discount applied to the order |
| Total tax ($) | Sales tax applied to the order |
To run and download the Scheduled Report
- In the Point of Sale Solution Back Office, select Location Reports > Calendar > Scheduled.
- Choose desired report range:
- Preset date range: Click the Select date range field and select from the preset ranges listed in the dropdown.
- Custom date range: Click the Select date range field and select Custom Range. From the populated calendars, select a start and end date and time. Click Apply.
- Click Run report.
- Click Download.
Completed Report
Scheduled orders that have been completed populate with the below details in this report.
| Order Details | Description |
|---|---|
| Scheduled | Date the event was scheduled for |
| Customer name | Customer name |
| Employee | Employee name |
| Type | Specifications for the item |
| Order # | Optional internal field |
| Completed on | Date the event was completed on |
| Total amount ($) | 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 |
To run and download the Completed Report
- In the Point of Sale Solution Back Office, select Location Reports > Calendar > Completed.
- Choose desired report range:
- Preset date range: Click the Select date range field and select from the preset ranges listed in the dropdown.
- Custom date range: 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.