Order Report
See your sales on a transaction level and click into individual receipts.
Chris avatar
Written by Chris
Updated over a week ago

The Order Report is a transaction-based sales report that provides information on the impact of your complete (or incomplete) orders. This also serves as an overview of the sales made within a given period of time.

For information about retrieving your report check out this article on Saved/Scheduled Reporting.

Report Summary

The Order Report is broken down at the transaction level. To get going, choose a date or date range to run the report for. You can manipulate the Filters and Display options before or after choosing the date/range.

With the "Filters" button you'll be able to pick which Locations and Integrations the report will show. As a default, when you first run the report, we will show results for all of the items.

By clicking "All Orders" you can narrow the scope to just Complete or Open and Partial Orders.

The "Display" button will allow you to customize the columns of the report. The available columns include:

Order = Order ID as reported by the sales provider



Employee* = Order ID as reported by the sales provider

Device* - ID of the device used for the sale, if reported by the sales provider

Status* = Order status: Open, Partially Complete, or Complete

Opened* = The time the order was opened

Completed* = The time the order was completed

Updated* = The time the order was last updated by the sales provider

Order Total = Order total including sales tax (does not include tips)

Paid* = Total amount paid by the customer

Unpaid* = Order Total - Paid

Total Discounts = Total line item discounts + order-level discounts

Refunds = Total line item refunds plus order refunds (does not include refunded taxes or fees)

Gross Sales Tax = Total sales tax applied to the order

Refunded Sales Tax* = Total sales tax refunded

Net Sales Tax* = Gross Sales Tax - Refunded Sales Tax

Gross COGS* = The sum of cost of goods sold for each line item (see Product Sales)

Refunded COGS* = Total cost of goods of refunded units

Net COGS = Gross COGS - Refunded COGS

Gross Profit* = The sum of Gross Profit for each line item (see Product Sales report) minus Fees

Refunded Profit* = The sum of Gross Profit for each line item (see Product Sales report) minus Fees

Net Profit = Gross Profit - Refunded Profit

Tips* = Total tips added to order

Fees* = Transaction fee if reported by the sales provider

Shipping* = Total charged for shipping

Shipping Discount* = Total discounts applied to shipping fee

Shipping Tax* = Total tax charged on shipping

Refunded Shipping* = Total refunded for shipping

Refunded Shipping Tax* = Total refunded shipping sales tax

Net Sales = Order Total - Gross Sales Tax - Shipping - Refunds

Net Profit Margin = Net Profit / Net Sales

*able to toggle on with Display button

The Summary Boxes are the multi-colored boxes at the top of the report that provide a synopsis of certain aspects of the report. Included in this report are:

  • Orders = Number of transactions.

  • Total = Sum of all the Order Totals

  • Net Sales Tax = Gross Sales Tax - Refunded Sales Tax

  • Net Profit = Gross Profit - Refunded Profit

See specific transactions

To take a closer look at a specific transaction, click on the integration logo (or invoice icon), to get more information on a specific transaction as shown here:

Downloading your Report

To save your report (or schedule it to run for you), click the "Actions" button. Options to "Schedule this Report" or download as a PDF or CSV will be available for you. For more information on saving and scheduling reports, click here:

Things to Note:

  • At the bottom left corner of the page, you'll be able to navigate through pages using bottom the arrow buttons.

  • Show more products per page, by selecting a new option on the bottom-right of the page.

  • Click on the column heading to re-sort the entire report.

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