Orders Report

The Orders report is an Orders report that shows detailed information about every item that has been fired into the POS. This report is a useful tool for investigating historical information about a check, particularly if items were voided off of the check, or if they were discounted. When searching for a Check ID on this report, you do not need to specify any other filters in the report such as site, service, date range, etc.

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

The report can be exported to CSV, Excel, 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 Orders report

Orders report 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
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
ID FILTER	Toggle between the CheckID or Order ID Check ID - The ID of the check Order ID - This ID represents a group of items that were fired together to the POS. For example, a check will always have 1 check ID, but may have 2 or more Order ID's if a user went back to this check to fire additional items later on
SEARCHBAR	After choosing the relevant filter above, enter the corresponding ID you wish to search for When searching for a Check ID, you do not need to specify any other filters in the report such as Site, service, date range, etc.

Orders Report fields

FIELD	DESCRIPTIONS
TIME	Date & Time of the order
ID/SITE	The first ID is the order ID. Every product fired has a unique order ID. The second ID (in parentheses) is the ParentOrder ID. A group of items fired together would share an ParentOrder ID but each item would have a unique Order ID The site will also be listed in this column
SERVICE LOCATION	The Revenue Center and Destination associated with the order
ROUTING	The routing theme that the order was routed to
TERMINAL	The device that the order was fired from
ITEM(S)	The individual product that was fired. Any modifiers of the product will be listed here. Products used as modifiers will have their own item ID
STAFF/CUSTOMER	The name of the user that fired the order. If the check had a name entered from the POS or the Kiosk, it will also be displayed here underlined and in blue
TYPE	Lists the type of user who entered the order, as well as the Check ID. If a payment has been applied to this check, you can click on the check ID to see the payment details. From here you can click on the last 4 of the Credit Card on Credit Card payments to see the payment details such as transaction ID's from payment processors
DISC	The amount discounted
BASE	The price of the product after any discounts have been applied
TAX	The amount of tax due for that product
FEES	Any fees that were associated with that product
ADJ	Legacy field, no longer used
TOTAL (EXCLUDING TIP)	The total for that product excluding any tips
PRINT STATUS	If this order was routed to an order printer, this field will display whether or not it printed. Otherwise this will always say "not printed"
STATUS	Indicates the order status as defined in the fields above