Report Category | Report Name | Fields | Description |
Pre-Built Reports | Cash Drawer | Drawer Start, Drawer End, Beginning Cash, Cash Transactions, Date, Time, Cash In, Cash Out, Employee Name, Expected Ending Cash, Actual Ending Cash | A detailed breakdown of all cash information at a given location, including cash sales, and start and end cash drawer amounts. Reporting period is filtered by the cash drawer creation date. |
| Cents Online Payouts Breakdown | Transfer Amount, Transfer Initiated Date, Transfer Expected Date, Customer PAID Amount, To be PAID Out, Payment Date, Order Code, Location Name | Reconcile lumped payment transfers to your bank account, including service and inventory orders. Reporting period is filtered by the creation date of the lump sum payout.
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| Customers | This is a legacy report. We recommend using the “Customers” export in the “Custom Exports” section moving forward. | This export will return a list of customers for select locations over a given reporting period. The type of customer returned will be dependant on the choice of Reporting Date.
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| Deliveries | Date, Window Name, Time, Order Number, Submitted Time, Intake Time, Pickup or Delivery, Customer Name, Customer Address, Phone Number, Delivery Provider, On Demand Cost, Own Driver Fee, Subsidy, Customer Paid, DoorDash Tip (Customer Paid), CA Driver Fee, Delivery Instructions, Leave At Door, Status, Location | This export will return all deliveries generated for select locations over a given reporting period.
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| Inventory Sales by Employee | Employee Name, Product Name, Quantity Sold, Total Sales Value | This report shows, per employee, the total quantity and sales value for each product sold over a time period. |
| Inventory Sales by Location | Location Name, Location Address, Product Name, Quantity Sold, Total Sales Value | This report shows, per location, the total quantity and sales value for each product sold over a time period. |
| Labor | Order Completed Date, Order Prefix, Order Id, Order Location, Order Total, Tip Total, Pounds At Intake, Intake Employee, Intake Time, Pounds Before Processing, Washing Employee, Washing Time, Drying Employee, Drying Time, Pounds After Processing, Pounds At Completion, Complete Processing Employee, Completion Time, Total Processing Time, Payment Employee, Payment Method, Total Turnaround Time, Complete / Pickup Employee | This report provides a work history from intake to completion for each order, including service and inventory orders. Data includes order and tip value, pounds per stage, and the attributed employee per stage. This report supports both basic and advanced processing. Reporting period is filtered by the order completion date. |
| New Customer | This is a legacy report. We recommend using the “Customers” export in the “Custom Exports” section moving forward. |
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| Promotions Applied | This is a legacy report. We recommend using the “Promotions” export in the “Custom Exports” section moving forward. |
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| Refunds | Refund Creation Date, Order Code, Location Name, Refund Amount, Payment Method, Refund Employee, Reason, Description, Current Status, Last Updated Date, Refund Provider | All card/cash refunds. Reporting period is filtered by refund creation date. |
| Recurring Orders | Customer Name, Location, Start Date, Delivery Zone (Name), Frequency, Service Type, Pickup Day (Day of week), Pickup Time Window, Delivery Day (Day of week), Delivery Time Window, Next Scheduled Pickup, Average Order Value, Customer Lifetime Order Value | View information about all active recurring orders including start date, cadence, order value, and more. |
| Sales Detail | This is a legacy report. We recommend using the “Orders” export in the “Custom Exports” section moving forward. |
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| Sales Summary | Services, Service Charges, Gross Sales, Discounts and Credits, Refunds, Transaction Fees, Net Sales, Taxes, Tips, Total Sales | The sales summary report shows a high level breakdown of gross and net sales over a given time period. |
| Sales Tax | Tax Rate, Location, Total Taxable Product Sales, Total Taxable Services, Tax Amount | This report calculates total sales tax liability broken down by inventory/service sales. The report only includes fully paid orders and uses order payment date for the reporting period. |
| Payments by Payment Method | Business Name, Store Name, Cash, Credit Card, Total, Cash Card Revenue | A breakdown of payments received by payment method. Reporting period is filtered by the payment creation date. |
| Sales by Service | Service Name, Category, Subcategory, Pricing Tier Name, Pricing Tier Type, Pricing Type, Total Units Sold, Gross Sales | The sales by service report shows a breakdown of gross sales by per pound and fixed price services over a given time period. |
| Tasks | Location, Created Date, Created Time, Day, Date, Shift, Task, Task Description, Status, Employee, Completed Date, Completed Time, Note | Review tasks and their completed status with notes and employee tracking. Reporting period is filtered by task creation date. |
| Team Member Totals | Full Name, Total Hours Worked, Total Sales Value, Total Orders Processed, Total Pounds Intaken, Total Pounds Processed | Track your team members' total hours, sales value, orders processed, and pounds processed. Order and pounds process calculations only include orders where order activity log status is `READY_FOR_PICKUP` or `HUB_PROCESSING_COMPLETE` or `PROCESSING` or `HUB_PROCESSING_ORDER`. Pounds processed reflect the weight at intake. Reporting period is filtered by order creation date. |
| Team - Timecard | Employee Code, Employee Name, Check-in Date, Check-in Time, Check-out Date, Check-out Time, Duration (Hours), Duration (Minutes), Location Name | Track your team's check in / check out activity. Report data is filtered by check-in time. |
| Timecard Summary | Employee Name, User Type, Role, Total Shifts, Total Hours, Total Tips | A summary of employee hours worked and tips collected over a given time period. |
| Tips per Order | This is a legacy report. We recommend using the “Labor” report in the “Pre-Built Reports” section moving forward. |
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| Transactions | This is a legacy report. We recommend using the “Payments” export in the “Custom Exports” section moving forward. |
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Custom Exports | Credits | Date, Employee, Adjustment Type, Amount, Customer Name, Reason. | This export will return all credits issued or applied for select locations over a given reporting period.
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| Customers | Customer Name, Customer Email, Customer Phone Number, Customer Type, Registration Date, Registration Location, Credit Balance, Total Orders, Total Order Value, Average Order Value, Promotions Applied, Credits Applied, Total Tips, First Order Date, First Order Value, Last Order Date, Last Order Value, Days Since Last Order. | This export will return a list of customers for select locations over a given reporting period. The type of customer returned will be dependant on the choice of Reporting Date.
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| Inventory Adjustments | Adjustment Date, Adjustment Time, Product Name, Location Name, Order Prefix, Order Code, Employee Name, Notes, Starting Inventory, Amount Changed, Ending Inventory, Reason, Sales Price, Origin, Supplier, SKU, Unit Cost, Invoice #, Total Added Inventory, Memo | This will export a list of all inventory adjustments over a given time period.
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| Inventory Snapshots | Product Name, Location Name, Category, SKU, Is Taxable? Current Price, Current Quantity. | This report will return an export of all inventory and current stock levels at selected locations.
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| Orders | Order Prefix, Order Code, Order Origination, Order Location, Location Address, Order Status, Customer Name, Customer Phone Number, Order Intake Date, Order Intake Time, Intake Employee, Chargeable Quantity, Per Pound Services, Per Pound Service Value, Fixed Price Services, Fixed Price Service Value, Products, Products Value, Modifiers, Promo Code, Order Subtotal, Pickup Fee, Pickup Subsidy, On-Demand Pickup Tip, Delivery Fee, Delivery Subsidy, On-Demand Delivery Tip, Tip Amount, Convenience Fee, Tax Amount, Credit Applied, Promo Discount, Order Total, Payment Status, Order Payment Date, Order Payment Time, Payment Employee, Payment Method, Transaction Fee, Payment Memo. | This export will return all orders generated for select locations over a given reporting period.
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| Payments | Payment Date, Payment Time, Order Location, Order Prefix, Order Origination, Order Code, Customer Name, Customer Paid, Transaction Fee, Funds Received, Tip Amount, Payment Method, Payment Employee. | This export will return all payments collected for select locations over a given reporting period.
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| Promotions | Location, Promotion Code, Promotion Start Date, Status, Discount Rule, Times Used, Times Used For First Order, Total Order Value, Total Saved By Customer, Number Of Customers. | This export will return information about promotions applied to orders over a given reporting period.
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| Team Members | Employee Code, First Name, Last Name, Email, Phone, Cents User Type, Role, Location, Created At, Last Updated At, Archived. | This will export a list of all team members along with their contact information and role details.
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