How to Use the Order Report

How to Get There

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

Service Type Filter

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

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.

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.

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.

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.

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.

Updated on: 08/10/2026