Reports

Stefania Sarti
Stefania Sarti
  • Updated

Listed below are the various reports that are available to customers within Restaurant Business Manager, how to access the reports through the app, and frequently asked questions.

Store Performance

  1. Navigate to the Reporting page to find the “Gross sales” graph showing the total sales without deductions such as commision, adjustments, or other fees. Please note that this report does not include canceled orders.

    You can also filter your reports by adding in a custom range as shown below: rbm_store_performance.png

Screen_Shot_2022-04-13_at_10.02.48_PM.png

  1. Click the link underneath the graph to “View store performance report” containing the store performance data table. rbm_store_performance_2.png
  2. Column Definitions
    1. Brand: virtual brand associated with the order placed
    2. Location: location associated with the order placed
    3. Gross sales: total sales without deductions such as commision, adjustments, canceled orders, taxes or other fees. 
    4. Order volume: quantity of total orders
    5. Avg order value: average monetary value of orders
    6. Avg baset size: average number of items in orders
    7. Avg star rating: average customer ratings for orders
    8. Total ratings: total amount of customer rated orders

Orders

  1. Navigate to the Reporting page to find the “Order volume” graph showing the total number of completed orders over any given period of time. rbm_orders.png
  2. Click the link underneath the graph to “View order details report” containing the Order data table. rbm_orders_2.png
  3. Column Definitions
    1. Order volume: quantity of total orders
    2. Brand: virtual brand associated with the order placed
    3. Location: location associated with the order placed
    4. Date {MM/DD/YYYY HH:DD}
    5. Channel: delivery service, pickup service, or other mode of ordering
    6. Order ID: unique ID for completed order
    7. Order status: last known delivery/pickup status of order 
    8. Subtotal: sum of items ordered 
    9. Tax: taxed amount based on regional tax laws
    10. Discounts: discounts provided through in-app marketing and promotions
    11. Error charges: negative charges associated with order issues

Menu items

  1. Navigate to the Reporting page to find the “Top items by unit sold” donut chart showing the products with most individual units sold. rbm_menu.png
  2. Click the link underneath the graph to “View menu report” to view a larger view of the graph with and the full menu items data table. rbm_menu_2.pngrbm_menu_3.png
  3. Column Definitions
    1. Top items by unit sold: list of top items by units solid
    2. {###} items sold: quantity of items sold
    3. Item name: name of items
    4. Gross sales: total sales without deductions such as commision, adjustments, canceled orders, taxes or other fees.
    5. Units sold:  quantity of items sold
    6. Avg price: average price of item sold
    7. Unique orders: quantity of unique orders with item included
    8. Order issues: quantity of orders with issues for an associated item

Lost sales

  1. Navigate to the Reporting page to find the “Lost sales” graph showing sales lost due to operational issues like cancelled, missed, or negatively adjusted orders. rbm_lost.png
  2. Click the link underneath the graph to “View lost sales report report” containing the Order data table. rbm_lost_2.png
  3. Column Definitions
    1. Lost sales: aggregate totals for sales lost due to operational issues like cancelled, missed, or negatively adjusted orders. 
    2. Cancelled sales: negative sales associated with canceled orders 
    3. Error charges: negative adjustments associated with order issues like missing items
    4. Missed sales: sales missed due to not accepting the order in time. 
    5. Brand: virtual brand associated with the order placed
    6. Location: location associated with the order placed
    7. Order volume: quantity of total orders
    8. Net sales: subtotal of sales that are not cancelled, missed, or error charges
    9. Cncl orders: quantity of cancelled orders
    10. Cncl sales: value of cancelled orders
    11. Missed orders: quantity of missed orders
    12. Missed sales: value of missed orders
    13. Order issues: quantity of orders with issues
    14. Error charges: value of negatively adjusted orders due to issues
    15. Lost sales: aggregate value of lost sales

Availability

  1. Navigate to the Reporting page to find the “Uptime” graph showing the percentage of time storefronts were online during normal menu hours. rbm_avail.png
  2. Click the link underneath the graph to “View availability report” containing the Availability data table. rbm_avail_2.png
  3. Column Definitions
    1. Uptime: percentage of time delivery services were online compared to set store hours
    2. Brand: virtual brand associated with the order placed
    3. Location: location associated with the order placed:
    4. Channel: delivery service, pickup service, or other mode of ordering
    5. Start time: timestamp of when the pause was initiated
    6. Time: duration of time the store was offline/unavailable
    7. Type: type of pause - intentional by staff via Otter tablet or unintentional by delivery services
    8. Reason: selected reason for pausing by operator for intentional pauses

Frequently Asked Questions

Question

Answer

What happened to the Dashboard? 

The ‘Dashboard’ page has been stripped down to just the ‘Today’ Live Data graph/components and the page has been renamed to ‘Live Monitoring’ accordingly. Please utilize the new ‘Store Performance’ and ‘Order details report’ to view dynamic graphs and tables of your restaurants’ performance.

Where is the Partners report?

The Partners report is currently under construction and will be released in a future version. In the meantime, restaurants can utilize the filters to view and compare performance between each delivery partner in the Store Performance report.

Why can’t I click on an Order to view the items ordered?

The original Orders report with the functionality to view the ticket is still available in Business Manager in its own section, ‘Order History’. Please see the side navigation bar to find the report under ‘Order History’.

Can I see more than 800 data rows?

Yes! Business Manager now supports robust data tables without a limit on the number of rows.

Where is the side-bar navigation menu in mobile?

When using mobile, the menu can be accessed using the hamburger menu icon in the top-right corner.

Can I change back to the old reports/views?

No, the new reports are laying the foundation for future releases and features.

Where are the old reports I am used to seeing?

The old reports have moved to our new Reporting page! You can view more information in the “Where are the new reports?” section above.

What is the timeframe the data/reports show?

Available date range: 2 years starting from 1/1/2021

Selectable range: live-data captures data dating back 120 days.

What happened to the commission/payout summary cards on the ‘Order History’ page?

They are currently under construction and will be released in a future release.these

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