1. From the home page of the tablet, click on the list button in the top left corner and select "Daily Sales Report".
2. Select the type of orders you'd like the view and the date range you'd like to generate the report for. Click "Done" to generate the report. The order filters are described below:
- 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.
3. You should now see a list of orders that fit your criteria. To view details of a specific order, click on any part of the white strip.
4. The first part of the Order Report shows an overview of the order - when it was placed, the total, the customer information, and if it was for pickup and delivery.
5. The second section shows the details of the items ordered.
6. The third section shows the receipt, and breaks down taxes, tips, and offers applied. The last section shows technical details of the order. This is useful if there is an order or payment failure.