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Performance Summary Report
Performance Summary Report
Updated over 4 months ago

Within the Flipdish Portal, the Performance Summary report offers a single page overview of your business' key figures, split by each of your stores and for your choice of date period.

To access the Performance Summary report, follow the below steps:

  1. Login to your Flipdish Portal.

  2. Click on the Reports option in the navigation bar on the left-hand side of the screen.

  3. Select the Performance Summary option from the list of reports.

Filters

The filters section, found at the top of the page, provides granularity for exploring your performance data. The following is a list of the set of filters and a brief explanation of what each does:

  • Time period - The time period for which data will be considered, for which the default setting is the Previous Week. This is equivalent to the last complete week, where a week is Monday to Sunday i.e. last Monday at 00:00 am until the most recent Monday at 00:00 am.

  • Currency - The currency for which data will be considered. Preselected to the relevant currency of the operating country in which your stores reside.

  • Stores - The stores for which data will be considered.

Reading the Report

The report consists of a single table which provides the most granular data on a per-order basis which can be found in the Flipdish portal. This table provides breakdowns of food values, tips, delivery charges, vouchers, and fees, as well as customer, delivery, and voucher details on a per-order basis.

Downloading Data

You can download the report in two ways:

  1. Clicking on the three dots to the top right of each table, choose the “Download data” option to download the data from that particular table.

  2. Clicking on the three dots (kebab menu) in the top right corner of the page, choose the “Download” option to download the content of the whole report at once.

Scheduling Emails

You can receive the content of this report directly to your email address on a schedule that you choose. To do this:

  1. Click on the three dots (kebab menu) in the top right corner of the page

  2. Select the “Schedule delivery” option

  3. Change the recurrence to choose how often and at what times you would like to receive the report

  4. Enter at least one email address into the email addresses field

  5. Choose your desired format (CSV, PDF, or PNG image)

  6. Apply any desired filters or custom formatting options on the Filters or Advanced options tabs

  7. Click “Save” to set up your schedule

For more information please contact our support team via [email protected].

To learn more about Flipdish's products or how to grow your online business enrol for FREE in the Flipdish Academy here: http://academy.flipdish.com/

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