Orders Report

Using the Orders report allows you to see detailed or summary reports of how many orders were taken at each location, which user created each order, and more!

Table of Contents

Run the Report

In Ambur Cloud, run the Orders report to see detailed information about both open and closed orders.

You must be using Ambur version 2.9.1 or above to run this report. Visit our Update the Ambur App support article to learn how to update your app.

  1. Click 'Orders'.
  2. Hover over the views button to load a custom preset reporting view.

    Hover over a preset to see a description.

  3. Hover over 'Time period' to select a timeframe.

Report Summary

The Summary section gives an overview of orders by day of the week, location, menu period, and more.

  1. Hover over 'Summarize' to select a summary type(s).

    Location | View a summary of all orders by location.
    (Only appears if you have more than one linked Ambur location)
    Click to view an example of the Location Summary

    Day of week | Summary by day of the week that the orders were taken.
    Click to view an example of the Day of week Summary

    Menu period | A summary of orders taken during a particular time of day.
    Click to view an example of the Menu Period Summary

    Order Type | A summary of orders by order type.
    Click to view an example of the Order Type Summary

    Open Date | A Summary of orders on a particular date.
    Click to view an example of the Open Date Summary

    Staff | Total orders taken by a particular staff member.
    Click to view an example of the Staff Summary

  2. (Optional) click the plus sign to select another option to organize your summary by.

    The summary will include columns for to all selected summary types.

    Click to Enlarge
  3. Click any table header to sort ascending or descending.
    Click to Enlarge

    Ratio | Percentage of the order total.
    Order Count | Total number of orders.
    Guests | Total number of guests added to orders.
    Duration | Average time orders have been open.
    Item Total | Total dollar amount of all items added to orders.
    Fees | Additional charges to an order, i.e. corkage fees.
    Discount | Total amount of discounts applied to orders.
    Net | Total sales amount including discounts and fees.
    Tax | Total amount of taxes added to orders.
    Gratuity | The fees you apply that are marked as tip, i.e. gratuity automatically added for large parties.
    Tip | Payment above amount owed for services.
    Order Total | Final order amount.

Report Details

The Details section breaks down the Orders report by order.

Click to Enlarge

Order Name | The name applied to an order at the register.
Order No | The order tally.
Order Ref | Click the link to view detailed information about the order.
Open Date | Date the order was created.
Open Time | Time the order was created.
Staff | User who created the order.
Ratio | Percentage of the order to total orders.
Order Count | The number of orders in the summary.
Guests | Number of guests applied to the order.
Duration | Total time an order has been open.
Item Total | Total dollar amount of all items added to orders.
Fees | Additional charges to an order, i.e. corkage fees.
Discount | Discount amount applied to an order.
Net | Total sale amount including discounts and fees.
Tax | Tax amount applied to an order.
Gratuity | The fees you apply that are marked as tip, i.e. gratuity automatically added for large parties.
Tip | Payment above amount owed for additional services.
Order Total | Final order amount.

  1. Hover over 'Add columns' to add columns to the report.

    Location | Adds a column to display the location of the order.
    Day of week | Adds a column to display the day of week the order was created.
    Tax Exempt? | Add a column to display whether an order is tax exempt.

Filters

Use the built-in filters to get right to the data you need. When you apply filters, the report displays only the orders that match those parameters.

  1. Click a filter to expand its menu.
  2. Click to select value(s) for the filter.
  3. (optional) Click ‘Reset’ to remove all filters.

Save a Custom View

Save your customized Orders report so you can quickly return to that exact view later. Once a custom view is saved, it can be set as the default view that opens when the report is launched.

  1. Hover over the views button and select ‘Save my search as a view’.
  2. Enter a name and description of the view and click 'Save'.

    (optional) Check ‘Make this my default view’ to make it the default view that loads for the report.

Change Default View

  1. Hover over the views button and select a view.
  2. Hover over the views button and click 'Set current view as default'.

Export the Report

Quickly export, send, share, or print a copy of your report to share order details with your chefs each month so they know which specials are selling the best.

  1. Select 'Orders' from the Reports menu.
  2. Select a date range and filter the report, if necessary.
  3. Click 'Export'.
  4. Select 'Google Sheet', 'Email PDF...', 'Email Excel...', 'Share Link', or 'Print' from the dropdown menu.
  5. (Optional) If you select an email option, customize the email by entering recipients, a subject, and a message before clicking 'Send Email'.