Delivery reports provide valuable insights into all types of in-house and third-party delivery orders. Reports are organized by order, date, vendor, customers, and more!
Follow these steps to navigate to the In-House Delivery Status and Service Reports, as well as the Third Party Delivery Status and Service Reports.
- From Home, navigate to Reports > Delivery.
- Select a Range of dates and times for this report to cover (pre-defined or custom).
- Select a report format option:
- Preview – generate and display the report on screen
- Print – generate and print to your report printer
- File – generate save to an inserted USB thumb drive
- Send Excel – generate and prepare to send in PDF format as an email attachment
- Send PDF – generate and prepare to send in PDF format as an email attachment
- Send Word – generate and prepare to send in PDF format as an email attachment
- Tap the name of your report to run: Status Report, In House Delivery, Delivery Service or Delivery Service Status.
- For In House Delivery, toggle the slider to the right to display only open In House Delivery orders.
- For Delivery Service, toggle the slider to the right to display only open Delivery Service orders.
- Review, send, or save the report as needed.
Status Reports display an overview of how long in house delivery orders were on a particular status of the delivery manager. Reports group orders by employee.
- Order ID – Order number from the delivery order
- Date – Creation time/date of the order
- Created By – Employee that started the order
- N to R – New to Ready status
- R to O – Ready to Out delivery status
- O to D – Out to Delivered status
- Total Time – Total elapsed time for order (new to delivered)
- Order ID – Order number from the delivery order
- 3rd Party Ref – Ticket label entered by user when creating order in register
- Date – Creation time/date of the order
- Created By – Employee that started the order
- Customer – Customer record attached to the delivery order
- Last Activity – Last date/time of activity on the order
- Base – Base amount of order before taxes, fees, and tips
- Fee – Any delivery fee associated with the order. Fees not related to delivery fees (such as admin fees) will not display here.
- Tax – Taxes collected on the order
- Total – Sum of the entire order after taxes, fees, and tips added
Delivery Service Status reports give an overview of how long 3rd party delivery orders were on a particular status of the delivery manager. Reports group orders by delivery service used.
- Order ID – Order number from the delivery order
- Date – Creation time/date of the order
- N to R – New to Ready status
- O to D – Out to Delivered status
- Total Time – Total elapsed time for order (new to delivered)
Delivery Service reports displays a summary of all 3rd party delivery orders taken during a given time period. Each Delivery Service receives its own page on the report. Reports group orders by status, followed by employee.
- Order ID – Order number from the delivery order
- 3rd Party Ref – Ticket label entered by user when creating order in register
- Date – Creation time/date of the order
- Created By – Employee that started the order
- Customer – Customer record attached to the delivery order
- Last Activity – Last date/time of activity on the order
- Base – Base amount of order before taxes, fees, and tips
- Fee – Any delivery fee associated with the order. Fees not related to delivery fees (such as Admin Fees) will not display here.
- Tax – Taxes collected on the order
- Total – Sum of the entire order after taxes, fees, and tips added
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