Work with system reports

The following reports are available within the system:

Monitoring → Dashboard. The situation in the cities available to you in real time.
Monitoring → Archive. List of completed orders with the possibility of filtering according to various parameters.
Control Panel → Reports. Statistics on orders, key indicators and their dynamics (finances, methods of placing and receiving orders, customers, restaurants, couriers, delays).
Management panel → City → Restaurant reports. The section intended for managing reports is established (if the project works as a multi-brand service).
Restaurant panel → Restaurant report. Statistics and financial summary for a specific institution that works as part of a multi-brand service.

1. Scoreboard

It serves to get acquainted with the current situation.
It is displayed on the Scoreboard tab in the Monitoring Panels. Depending on the level of access, a list of cities and a list of operators is displayed.

2. Archive

It is used to search for orders and obtain statistical data according to the specified criteria. It is displayed on the Archive tab in the Monitoring Panel. Depending on the level of access, a list of cities and filters is displayed.

3. Service reports

The report consists of 5 pages with various statistical and operational indicators, which can be used for general familiarization, planning of marketing activities, work on improving weak indicators.
It is displayed on the Reports tab of the Control Panel. The report data is updated once a month (data for the previous period is loaded in the first numbers). By default, statistics for the previous month are shown.

More detailed information is here.

4. Invoices

Necessary for managing restaurant reports, generating financial summaries for establishments and keeping records of payments.
To view them in the Management Panel, select a city and go to the Invoices tab. A list of restaurant reports (divided by address) is displayed here. By default, reports for the previous month are displayed.

Table fields:

Total for the month - the total amount to be paid for the current month.
Total - the total amount that the restaurant must pay, taking into account unpaid bills for the previous period.
Status:
New (by default) - the report has been created, but is not ready to be provided to the restaurant.
Ready - the report is ready to be provided to the restaurant
Paid - the restaurant has paid the bill for the current month
To prepare a report for a specific restaurant, go to the report editor and, if necessary, add additional fields.

Commission for orders is calculated automatically by multiplying the check of a successfully completed order by the amount of the commission that was specified in the institution's settings at the time of its registration.

Quick statistics of the establishment are displayed under the table. Data that is output:

Orders - the number of orders for the current period
Turnover - turnover for the current period
Turnover for the dish of the week - turnover for the current period with the "Dish of the Week" promotion activated
The total cost of the package is the total amount of the cost of the package for the current period
The establishment's order turnover is the total amount of orders with all types of receipt for the current period
Table reservation turnover - the total amount of orders with the "Table reservation" receipt type for the current period
Turnover on non-cash orders - the total amount of orders with a non-cash form of payment for the current period
Free deliveries (without promo codes) - the number of free deliveries per promotion
The amount of compensation for promotional codes per check (at the expense of the restaurant) - the total amount of compensation for orders for the current period
The amount of compensation for promo codes per check (at the expense of the service) - the total amount of compensation for orders for the current period

5. Report in the Company Panel

It serves to display order statistics and a financial summary. The summary is available only after the report has been transferred by the city manager from the " New " status to the " Done " status. It is displayed on the " Report " tab of the institution (or application) panel.



In order to receive the invoice for payment in PDF format, click on " Invoice in PDF ".



In order to receive the table of orders in PDF format, click on " Table of orders in PDF ".




In order to receive the table of orders in CSV format, click on " Table of orders in CSV ".




Link to this article: here.

Updated on: 18/06/2024