Within the Flipdish Portal, the Sales Report will provide a granular breakdown of your order data. The objective of the report is to indicate the total amount of Sales & Fees (paid cash and online) & how those totals are arrived at. This report aids in strict reporting requirements which require timely and accurate data that is reconcilable.
To access the Sales Report, follow the below steps:
Login to your Flipdish Portal.
Click on the Reports option in the navigation bar on the left-hand side of the screen.
Select the Sales Report option from the list of reports.
Filters
The filters section, found at the top of the page, provides granularity for exploring your raw sales 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:
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.
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:
Click on the three dots (kebab menu) in the top right corner of the page
Select the Schedule delivery option
Change the recurrence to choose how often and at what times you would like to receive the report
Enter at least one email address into the email addresses field
Choose your desired format (CSV, PDF, or PNG image)
Apply any desired filters or custom formatting options on the Filters or Advanced options tabs
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/