Scheduled Reports

Stefania Sarti
Stefania Sarti
  • Updated

Summary

Scheduled Reports allows restaurant operators to send pre-built or custom reports to themselves and specified recipients. The emailed report contains an overview of the selected metrics with a button to view more in Otter to dive deeper into the Analytics.

Reports _ Restaurant Dashboard (1).gif

 

Features

  • Create, manage, and delete scheduled reports in Business Manager>Settings>Reports

  • Schedule a report by clicking on settings (⚙️) for Business Performance, Operational Excellence, Availability, Marketing, or Ratings & Review.

  • Confirmation of report created and link to view all reports

  • Emailed report contains a link to Otter Analytics

Report details

  • Report name: free text input

  • Checkbox to include CSV file in email

  • Brands & Locations: specify which brands and locations to include data from

  • Frequency: choose between daily, weekly, monthly, quarterly, or yearly

  • Report schedule: choose the time of day to receive the report (30 min intervals)

  • Report time range: choose the time range using the standardized time range selector

  • Recipients: enter email addresses and choose to exclude yourself

Report Metrics

Business Performance

  • Gross sales: total sales without deductions (still included) such as commission, adjustments, or other fees.

  • Net sales: gross sales minus cancellations, adjustments, and discounts.

  • Order volume: total orders served

  • Avg order value: gross sales over order volume

Operational Excellence

  • Order issues: orders with issues and negative adjustments displayed monetary amount, percentage, or order count

  • Cancelations: canceled orders displayed monetary amount, percentage, or order count

  • Missed orders: orders that were not accepted displayed monetary amount, percentage, or order count

Availability*

  • Downtime: the proportion of time that storefronts were unexpectedly offline displayed as a percentage

  • Est. lost Revenue: based on the averages over the past 5 weeks of the specific day, hour of the day, and the unavailable minutes. Displayed as a monetary amount

  • AlwaysOn impact**: estimated increase in sales generated by AlwaysOn. Calculated by looking at the potential lost sales would have happened in the 30 minutes after a store went offline (based on the past 5 weeks of data). Displayed as a monetary amount.

Marketing

  • Promoted sales: total sales of all orders with a promotion

  • Promoted discounts: sum of all discounts offered on promoted orders

Ratings and Reviews*

  • Avg rating: average ratings of orders within a specified time range

*Requires Advanced Analytics

**Requires AlwaysOn

 

FAQ

 

How do I edit or delete a scheduled report?

View your created reports in the Settings page > Reports and click on the ellipse to edit or delete the report.

Screenshot 2023-10-17 at 3.51.24 PM.png

How can I create a report?

 

Just head to Analytics or any of the apps you have, click on the settings (⚙️), and schedule a report. Alternatively, head to the main Settings page > Reports. 

Screenshot 2023-10-17 at 3.50.17 PM.png

How will I receive my scheduled report?

You will be emailed your report/s depending on the schedule you set (daily, weekly, etc.).

 

Who can use this feature?

All Otter customers, CloudKitchens customers, and FutureFoods customers can create their reports.

Depending on your plan, you’ll have access to a number of metrics. Otter Pro, Standard, and Premium customers get everything including operational metrics, availability, and more.

 

How many reports can I create?

You can create as many reports as you need.

 

How many reports can I create?

You can create as many reports as you need.

 

Can I schedule the report for someone else?

Definitely. Just submit their email at the end of the builder.

 

If the recipient leaves the company, can they be removed?

Yes, all aspects of the report can be edited including the recipients.

 

If you need additional help or information, you can contact support via the following:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.