The Dashboard allows you to pull reports specific to your location(s) and for specific timeframes. This article will give a high-level overview of the different reports that can be run through the Olo Dashboard.
Tip: Once the report has been run, check out the "Recent Reports" section of the Reports tab to download the .xlsx or .csv file and open it in Microsoft Excel or another spreadsheet tool for further analysis.
- Navigate to the Reports tab within the Olo Dashboard.
- Click the New Report button to begin creating a report.
- Select the Report Category, Report Date Range, and Store Locations for the report you would like to generate.
There are several pre-configured sales reports available, please review the following definitions to clarify how each report can be used to help you track the success of your Olo online and mobile ordering program.
Daily Placed Orders
Orders placed for a restaurant or group of restaurants by day
Daily Credit Card Placed Orders
Orders placed for a restaurant or group of restaurants by day, broken out by credit card type
Daily Credit Card Placed Orders by Store
Orders placed by day, broken out by restaurant and credit card type
Daily Closed Orders
Orders picked up or delivered (“closed”)
Closed Orders by Store
Orders picked up or delivered (“closed”), broken out by restaurant
Products broken out by restaurant, based on the day of pickup or delivery. Products not ordered for pickup or delivery during the specified time period will not appear on the report.
Itemized Adjusted Orders
List of adjustments, including both full refunds and sub-total adjustments
Itemized Cancelled Orders
List of canceled orders
Time of Day Breakdown
Breakdown of when orders are picked up or delivered, in one hour increments, by restaurant
Advanced Future Orders Distribution
Breakdown of when orders are placed for, either ASAP or Advance, including how far in Advance, by restaurant
List of orders
Failed Orders by Store
List of failed orders
Blocked Fraud Orders
List of blocked fraud orders, broken out by restaurant
List of coupons redeemed, broken out by restaurant and order
List of all stores that have experienced an outage, or an offline period, over the time period selected. For more information refer to our POS Outages Report article.
Coupon Setup Information
List of all active, archived, and expired coupon setups
Loyalty Reward Redemptions
Lists of orders containing loyalty reward redemption Third Party Coupon Redemptions List of orders that contains third-party coupon
- Click Generate Report.
- Once the report has been run, check out the Recent Reports section of the Reports tab to view or download the .xlsx or .csv file and open it in Microsoft Excel or another spreadsheet tool for further analysis.