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# How to Use the Order Report

# How to Use the Order Report

|| The Order Report shows all orders for a selected period. You can filter orders by service type, status, and date, view order details, customize the columns, and export the report.

## How to Get There

1. Go to **Reports** from the left sidebar.
2. Select **Order Report**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-41908_f1vsaj.png =900x700)
![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-41919_nmxj86.png =900x700)

## Service Type Filter

Use the **Service Type** filter to view orders based on the service used.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-41936_1h54fr1.png =257x224)

Available options:

* **All Service Types**
* **Delivery**
* **Pickup**
* **Dining**

Select a specific service type to view only those orders.

## Order Status Filter

Use the **Status** filter to view orders based on their current status.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-42010_cn5axv.png =250x359)

Available options:

* **All Statuses**
* **New**
* **In Kitchen**
* **Ready**
* **Completed**
* **Cancelled**
* **Payment Pending**

## Date Range

Use the date filter to select the period you want to view.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-42039_13mxt0n.png =250x359)

Available options:

* **Today**
* **Yesterday**
* **Last 7 Days**
* **Last 30 Days**
* **This Month**
* **Last Month**
* **Custom**

Select **Custom** when you want to choose a specific date range.

## Order Information

The report displays information such as:

* **Order #** — Unique order number.
* **Customer** — Customer name.
* **Service** — Delivery, Pickup, or Dining.
* **Packaging** — Packaging charges.
* **Service Fee** — Service fee charged on the order.
* **Tax** — Tax amount.
* **Total** — Final order amount.
* **Payment Method** — Payment method used for the order.

## Customize Report Columns

Click the **Columns** button next to the Export button to choose which information you want to display in the report.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-43322_1l6dx8x.png =300x569)

Available columns include:

* **Completed Order**
* **Subtotal**
* **Delivery Fee**
* **Tips**
* **Packaging**
* **Service Fee**
* **Tax**
* **Discounts**
* **Avg Order Value**
* **New**
* **In Kitchen**
* **Ready**
* **Completed**
* **Cancelled Order**
* **Total**

You can select or deselect columns according to the information you want to see.

Click **Reset to default** to restore the default column selection.

## Total

At the bottom of the report, the **Total** row shows the combined values for the selected period and filters.
The displayed totals depend on the columns you have selected.

## Export Order Report

Click **Export** to download the order report.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-42118_1jt33ry.png =900x700)

An **Export orders** window will open with the following options:

### Date Range

Select the date range you want to include in the export.

### Order Type

Select the service types you want to include:

* **Delivery**
* **Pickup**
* **Jade & Ember Dining**

You can select one or multiple options.

### Order Status

Select the order statuses you want to include:

* **New**
* **In Kitchen**
* **Ready**
* **Completed**
* **Cancelled**
* **Payment Pending**

You can select one or multiple statuses.

### Fields

Choose how you want the information to be included:

* **Summary** — Exports a summarized report.
* **Custom** — Allows you to select specific fields for the export.

### Format

Choose the format you want:

* **Excel** — Microsoft Excel format.
* **CSV** — CSV format.
* **PDF** — PDF format.

After selecting your options, click **Export** to download the report.

## Example

If you want to view **Completed Pickup orders from the last 7 days**:

1. Go to **Reports → Order Report**.
2. Select **Pickup** from Service Type.
3. Select **Completed** from Status.
4. Select **Last 7 Days**.
5. Select the required columns using the **Columns** button.
6. Click **Export** if you want to download the report.
7. Choose **Summary** or **Custom**.
8. Select **Excel, CSV, or PDF**.
9. Click **Export**.

| This makes it easy to filter, customize, view, and export your order data based on your requirements.