This section will explain how to access transaction reports in the CMS and how to configure them as needed.
What is a Transaction Report?
A transaction report can be customized and configured as needed and will pull through any orders placed via your tablet or mobile solution.
Transaction reports are usually for individual order summaries across the whole solution or specific categories of your menu, between a time period of your choosing.
Report Types
Transaction reports can be found in the CMS under 'Analytics & Reports -> CMS Reporting -> Report Templates'. Press 'Add' to create your report template and name the report accordingly.
Once created you will need to select a report type, these being Transaction, Product Sales & Inventory Reports.
Transaction reports will provide you with a full breakdown of any order or request placed on the solution based on the parameters you have set.
Product Sales reports will give you a list of items ordered, the quantities ordered and the pricing alongside.
Inventory Reports are basic lists of how much of each product has been ordered based on the parameters you have set for the report.
Configuring Dates & Filters
You will first need to set a period of time for the report to pull information from. You can select from the options given or set to manual and set your own date range on the right hand side.
You will then need to open the 'Report Sheet' that has been created using the pen and paper icon and set the report sheet to active. You can then fully customize the report down to a very detailed level using the large range of filters at the bottom of the page.
You can create multiple sheets for different reports if you are looking to have multiple reports splitting information out.
Generating Reports
Once you have configured your report page(s), you are ready to generate the report.
Press the 'Generate Report' button at the top of the page and the report will begin to run. Press 'Refresh' occasionally until the report is ready. A download report button will appear and when pressed, the report will download.
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Connect with our support team to discuss any content or support requirements you may have.
