The 'Menu Item Refunds Report' is an overview of Refunds processed by Menu Item.
Requirements:
You will need to be a staff member with Owner, Managed Owner, Store Owner, Store Manager, or Store Staff access.
Instructions:
Step 1: Log in to your Flipdish portal using your email address and password.
Step 2: From the left-hand panel, click on "Reports".
Step 3: Select the second tab labeled "RMS".
Step 4: Click on "Menu".
Step 5: Click on "Menu Item Refunds".
Step 6: Choose the relevant property from the drop-down menu for which you'd like to generate the report.
Step 7: Set your desired date range.
Menu Item Refunds Report
Key Terms
Property: Store or Location.
Code: Refund Reason.
Venue Code: Ordering Channel.
Retail Order Price: The set price of item(s) as defined by your menu setup.
Filters & Grouping
The report will default to grouping data by Property > Refund Reason > Menu Item > Date. If you need to rearrange how your data is grouped, you can drag and drop as well as delete grouping settings.
When you hover over the Group column, you'll see 3 horizontal lines. Drag this header column to the grey space labelled "Drag here to set row groups" to update data Grouping.