Analytics and Reports - Exceptions
Introduction
The Exceptions Analytics and Reports provide an interpretation and understanding of your financial data. Whether you need to keep track of discounts given out, refunds issued, or cancelled orders, we have the perfect dashboard for you!
Our Discounts report quickly summarizes all discounts offered in a clean and concise format so you can determine who's been taking advantage of your offers.
The Refunds and Voids section offers an at-a-glance look at all returns processed throughout the month – a great way to identify trends that may help you create better customer experiences.
We also make it easy to track cancelled orders with accurate information about what items were being returned. This helps you pinpoint any potential problems and take corrective measures.
Table of Contents
Access Exception Reports
Discounts
Summary of Discounts
Refunds and Voids
Summary of Refunds and Voids
Cancelled Orders
Summary of cancelled orders
Access Exception reports
Navigating to the Analytics and Reports section on the eatOS dashboard, proceed to click on Exceptions.
Types of exceptions report:
1. Discounts
This discount report reveals an insightful look into the discounts accepted and authorized by an employee within a specified time frame. An intriguing peek into who delivered them and why they were granted, it's sure to provide you with all the details you need.
What you can do:
View discount reports within a specific date range
View discount by a specific time of the day.
View discounts processed by an employee.
View discounts processed by the authorizer.
View the discount reasons applied.
Subscribe to a daily applied discount report by selecting “Export” and select “Subscribe to Email”
Step 1: Select employee- where to send the daily discount report.
Step 2: Tap “Subscribe”
Send a copy of the discount report to email by selecting “Export” and select “Send to Email”
Step 1: Select Email Address** - where to send daily discount report.
Step 2: Tap “Send”
Export the discount report to a PDF, CSV, or Excel by selecting “Export” and selecting the preferred file to download the report.
Discount analytics shows:
Quantity - shows the number of discounts applied within the selected date range
Total - the total amount of applied discount
By Reasons - discounts applied by selected reason
By Employee - discounts applied by an employee
Summary of Discounts
Discount Name
Count
Discount Amount
Percent of Total Sales
2. Refunds
Refunds help ensure accuracy in your sales by providing transparency when it comes to sales and returns. Refunds can be done at the individual product level or at the total sales order level.
Product-level refund - is when you issue a refund only for a product or part of an order, rather than the entire transaction.
Total-level refund - is when a refund is issued for the entirety of a transaction made by a customer.
To view the processed refund:
Step 1: Navigate to eatOS dashboard analytics and reports
Step 2: Select “Exceptions”
Step 3: And select “Refunds”
What you can do:
View refunds processed within a specific date range.
View refunds and voids within a specific time of the day.
View refunds processed by a specific employee.
Subscribe to a daily refund report by selecting “Export” and select "Subscribe to Email”
Select employee - where to send daily refund report and tap “Subscribe”
Send a copy of the report to email by selecting “Export” and select “Send to Email”
Export the report to a PDF, CSV, or Excel by selecting “Export” and selecting the preferred file to download the report.
Summary of Refunds and Voids
Authorizer - the responsible person who validates and applies discounts.
Check # - a unique identifier assigned to each check that is written or processed.
Department - the department of the employee who applied for the refunds.
Table - the table number where the transaction was applied (applicable to table service restaurant).
Date - when the transaction was applied.
Time - specific time when the transaction was applied.
Check total - the check total of the transaction.
Void Amount - the total amount refunded to a customer.
Reason - the reason for the refund.
3. Cancelled Orders
The cancelled orders list shows customers the full history of all orders that were either cancelled by the customer or cancelled by the merchant. This list includes the reason for cancellation when the cancellation request was made and the original order details.
To view cancelled orders:
Step 1: Navigate to eatOS dashboard analytics and reports
Step 2: Select “Exceptions”
Step 3: And select “Cancelled Orders”
What you can do:
View cancelled orders within a specific date range.
View cancelled orders within a specific time of the day.
Subscribe to a daily cancelled report by selecting “Export” and select “Subscribe to Email”
Select employee - where to send daily refund report and tap “Subscribe”
Send a copy of the report to email by selecting “Export” and select “Send to Email”
Export the report to a PDF, CSV or Excel by selecting “Export” and selecting the preferred file to download the report.
Summary of Cancelled Orders
Cancelled orders - the total number of orders that were placed but then subsequently cancelled by a customer.
Cancelled Order Total - the total amount of the cancelled transaction.
Order # - the transaction order number.
Order type - the transaction order type.
Store - where the order was taken.
Date - shows the applied date.
Time - shows the specific time when an order was cancelled.
Total - total amount of cancelled orders.
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Updated on: 03/16/2024
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