Reporting and Analytics

In this guide, you will learn how to access, filter, and generate reports on orders, transactions, sales, and payouts.

Last updated May 22, 2024

Orders

  • In Peppr website, navigate to Reports > Orders.

  • Enter different filters to find corresponding transaction records that meet the conditions.

  • Click the button to refresh order report.

Transactions

Transactions report is a report used to record and summarize transaction over a specific time period. It provides detailed information about the transaction, including ordering time, tips, paid total, refund status etc. Transactions report is usually generated by catering systems or other sales systems and is used to track and analyze transaction data for business analysis, financial management and decision support.

If you want to check transaction reports over a specific time period, you can do in Peppr as follows:

1. Card payment

  • In Peppr website, navigate to Reports > Transactions, and choose Card payment.

  • Enter different filters to find corresponding transaction records that meet the conditions.

  • A transaction report includes Ordering time, Order #, Card last 4 digits, Tips, Paid total, Payment status, Refund status, Refund status, Refund total.

2. Cash payment

  • In Peppr website, navigate to Reports > Transactions, and choose Cash payment.

  • Enter different filters to find corresponding transaction records that meet the conditions.These filters include Order # , Date, Refund status.

  • The report includes Ordering time, Order #,Tips, Paid Total, Refund  Status, Refund Total.

Sales summary

A sales summary is a commonly used report that shows detailed sales data for your chosen date range. It can help merchants understand sales trends, optimize products, support financial decisions, and provide functions to monitor and avoid fraud. At the same time, it can also help merchants improve operational efficiency and increase revenue.

If you want to use the sales reports for day-to-day financial insight into your restaurant’s performance, you can do in Peppr as follows:

  • In Peppr website, navigate to Reports > Sales Summary.

  • Enter the date as the filter to find the corresponding sales summary information that meets the conditions.

Filter Name Definition
Date Period selection for 'Start date' and 'End date'
Location
  • A sales summary includes:



  • Click the “refresh“ button to refresh sales summary.

  • Click to “print“ button to print sales summary.

Payout report

  • In Peppr website, navigate to Reports > Payout Report.

  • Enter the date as the filter to find the corresponding payout report that meets the conditions.

  • Click Export to export table.

 

IN THIS GUIDE

1. Orders

2. Transactions

a. Card payment

b. Cash payment

3. Sales summary

a. Revenue summary

b. Net sales

c. Payment

d. Cash summary

e. Tips summary

4. Payout report

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