This article talks about accessing daily sales reports and the process of viewing specific order details. This article contains the following sections:
How to Generate a Report
- Select the Store you would like to create a report for.
- In the “Filter by” section, choose what kinds of orders you’d like to view. These include:
- Closed Orders – completed orders that have been successfully completed and paid for.
- All Orders – every single order placed.
- Abandoned Orders – orders that were started but never placed.
- Cancelled Orders – orders that were cancelled
- Orders with Payment Errors – orders where payment has failed. This can occur due to problems with the customer’s card or an issue with the payment processor. Looking into the Event Logs will tell you the root of the issue.
- Orders with Non-Payment Errors – orders that failed due to an issue unrelated to payment, such as a missing menu item. These are often due to items or groups not matching what is in Toast, but check the Event Logs for more specifics.
- Orders Requiring Intervention –
- Simulated Orders – These are orders usually conducted for test purposes by your Customer Success Manager and are not real.
- Simulated Payments – These are orders placed while your account was placed in Payment Simulation mode by your Customer Success Manager and are not real.
- Order and Payment Simulated – both the order and payment were simulated by the CSM for testing purposes and are not real.
- Select the window of time you’d like to view orders for in the Start and End Date section.
- Press “Generate” to get your report.
Downloading the Daily Sales Report
Once you generate the Daily Sales report, you can select "Download" to download a report.
Please note, the Daily Sales Report Export must be within the same calendar month and cannot be more than a month in length. For example, you can export a report from December 1st - December 31st but you cannot export a report from December 15th - January 15th. This would have to be done in two parts.
Viewing Order Details
Once you Generate the Daily sales report, you can select a specific order to view its details.
- You should now see a list of orders. On the right side of the screen, there is a button with an eye on it. Click this button to see more details about any specific order.
- The “View Order” screen will show details about the customer, how they placed the order, what exactly they ordered, any discounts applied, and the order total.
Event Logs
- “Event Logs” detail the process of placing the order, processing the payment, and other events that occur during the ordering process.
- If an order fails, details of the failure will appear here. Click on the arrow next to any line that says “Order Failures” to expand the section.
- The “External Statuses” section will detail what caused the order to fail.
As always, if you run into an issue that you do not understand, contact your Customer Success Manager, or email support@incentivio.com and we will be happy to look into and resolve the issue.