---
title:  Order Summary
description: The Order Summary is an Orders report that gives a summary of Net Sales based on your selected duration. This report can be broken out easily to display either all of your sites as a sum for the given duration, or be broken out separately to display each sites data.
---

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April 16, 2025

#  Order Summary

The **Order Summary **is an **Orders** report that gives a summary of Net Sales based on your selected duration. This report can be broken out easily to display either all of your sites as a sum for the given duration, or be broken out separately to display each sites data.

 

**The orders reports use order data, not payment data to calculate their totals. This means that the orders reports are reflecting the dollar amount of expected revenue based on items fired from the POS. The numbers from the Orders reports will not tie to the numbers from the Sales reports if unpaid checks are left open past the trading day time**

 

This report can be exported to CSV, Excel and PDF

 

**HQ Reports**

On TRAY HQ, select the **REPORTS** tab across the top menu. From there select the **Reporting Category Selector** and from the **Orders** reports select the **Order Summary** report

 

![Screen\_Shot\_2022-04-26\_at\_2.22.48\_PM.png](https://trayhelpdesk.zendesk.com/hc/article_attachments/5861416000788)

 

**Order Summary filter options**

| **FIELD** | **DESCRIPTION** |
| --- | --- |
| **PERIOD** | Specify the time period you want to report on |
| **SITES** | Filter the report by site or group |
| **SERVICE** | Filter the report by service for the selected sites \- If multiple sites are selected, each value will be prefaced by the site name |
| **STAFF** | Filter the report by a specific staff member \- If multiple sites are selected, each value will be prefaced by the site name |
| **TERMINAL** | Filter the report by a specific terminal \- If multiple sites are selected, each value will be prefaced by the site name |
| **TABLE** | Filter the report by the sites destinations \- If multiple sites are selected, each value will be prefaced by the site name |
| **DAY PARTS** | Filter the report by the sites day parts \- If multiple sites are selected, each value will be prefaced by the site name |
| **DURATION** | This filter changes how the rows of data are grouped - **Hour** - **Day** - **Week** - **Month** - **Year** |
| **STATUS** | Filters the report by product sales of products that are in the following statuses. The default options will be underlined.   - **Accepted - **The second order state after New. Products in this state have been accepted by the KDS - **Completed - **The final order state on the KDS before the "**Done**" state. For Orders reports, items in the "completed" and "done" state both appear as completed - **Failed - **Legacy status, no longer used - **Held - **Orders that have been fired on the POS but held back from being displayed on the KDS - **New - **The first order state. All orders start in new unless they are held - **No Show - **Any items that are voided/comped/discounted go into the "No Show" state, then a new order is fired in its place. - **Rejected - **Any item that has been rejected by the kitchen would fall into this state |
| **Type** | This filter changes the grouping mode of the report, if you have multiple sites selected. - **Summary** - Data for both stores shown in one line - **Separate** - Data for each store shown separately in different groups |

 

**Summary View**

![Screen\_Shot\_2022-04-26\_at\_2.24.11\_PM.png](https://trayhelpdesk.zendesk.com/hc/article_attachments/5865510522388)

**Separate View**

![Screenshot](https://trayhelpdesk.zendesk.com/hc/article_attachments/16283787563412)

 

**Order Summary fields**

| **FIELD** | **DESCRIPTION** |
| --- | --- |
| **DATE** | Date |
| **ITEMS** | Quantity of items sold |
| **FEES** | Any Products flagged as "Service Charge" will be included in the Fees column and be excluded from Net Sales |
| **DONATIONS** | Dollar amount of products sold which were flagged as "Donation" |
| **NET SALES** | Total Sales - Gift Cards, Donations, Service Charges |
| **TAX** | Tax |
| **GROSS SALES** | Net sales +Tax |

 

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