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Sales & Orders Reports


The Olo 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 "My Reports" section of your Dashboard to download the .csv file and open into a program like Microsoft Excel for further analysis.

  

  1. Login to the Olo Dashboard at https://my.olo.com

  2. Click on the “Reports” tab on the left side of the screen and then click on “Sales & Orders”.



  3. You may be prompted to select a store if you have access to more than one location through your Dashboard. If so, choose the store from the right hand section and click on “Confirm Store Selection”.

  4. Select the Report Type and Data Range 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. 

    Report Type

    Description

    Daily Breakdown- Placed Orders

    Orders placed for a restaurant or group of restaurants by day

    Daily CC Breakdown- Placed Orders

    Orders placed for a restaurant or group of restaurants by day, broken out by credit card type

    Daily CC Breakdown by Store- Placed Orders

    Orders placed by day, broken out by restaurant and credit card type

    Daily Breakdown- Closed Orders

    Orders picked up or delivered (“closed”)

    Store Breakdown- Closed Orders

    Orders picked up or delivered (“closed”), broken out by restaurant

    Product Breakdown

    Products broken out by restaurant based on day of pickup or delivery

    Itemized Adjustments

    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 Orders Distribution

    Breakdown of when orders are placed for, either ASAP or Advance, including how far in Advance, by restaurant 

    Itemized Orders

     List of orders

    Failed Orders

    List of failed orders

    Blocked Fraud Orders

    List of blocked fraud orders, broken out by restaurant 

    Coupon Redemptions

    List of coupons redeemed, broken out by restaurant and order
  5. Click “Generate Report”.
  6. A pop up window will appear, click “OK” and then go to “My Reports” to visualize your new report.

NOTE: A red icon with a number will appear next to “My Reports” indicating the number of new reports created.

 

 

 

 

 

 

 

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