Reports List

Article author
Jaime Baker
  • Updated

Description:
This article provides a list of the reports available within Canopy 2.0. Each section below covers a specific report type, listing the available tiles and filters.

 


 

Reports List

 


Sales Summary

Tiles Available:

  • Top 10 Items - Quantity and Gross Sales
  • Gross Sales By Service Type
  • Bottom 10 Items - Quantity and Gross Sales
  • Item Sales
  • Sales by Location
  • Gross Sales - By Hour

Filters Available:

  • Calendar Date, Location, Menu, Reporting Category, Display Category, Order State, Product Type, Order ID, Service Type, Preorder?, Event Type, Event Name

Operational Sales

Tiles Available:

  • Sales by Location
  • Order State Breakdown
  • Top 10 Items by Quantity
  • Top 10 Grossing Items
  • Top 10 Modifiers
  • Employee Data Table
  • Category Sales
  • Order State Median Times
  • Orders by Seat Location
  • Sales by Location & Item

Filters Available:

  • Calendar Date, Location, Menu, Reporting Category, Display Category, Order State, Product Type, Order ID, Service Type, Preorder?, Event Type, Event Name

Financial Sales

Tiles Available:

  • Payment Methods
  • Amount Settled by Location & Processor
  • Sales by Location
  • Refund & Void Summary
  • Repeat Purchasers

Filters Available:

  • Calendar Date, Location, Menu, Reporting Category, Display Category, Order State, Device ID, Event Type, Payment Status

Settlement by Processor

Tiles Available:

  • Settlement Amount by Processor
  • QR Pay Settlement by Processor

Filters Available:

  • Effective Business/Charged Date, Processor, Integrator

F&B Sales

Tiles Available:

  • Sales by Location
  • Sales by Location & Item
  • Discount Summary
  • Tip Report
  • Employee Sales by Item

Filters Available:

  • Calendar Date, Location, Menu, Reporting Category, Display Category, Order State, Order ID, Event Type, Event Name

Merchandise Sales

Tiles Available:

  • Sales by Location & Item
  • Discount Summary
  • Refund & Void Details
  • Sales by POS Employee

Filters Available:

  • Calendar Date, Location, Menu, Event Type

Marketplace Sales

Tiles Available:

  • Marketplace Gross Sales
  • Marketplace Refunds
  • Marketplace Payment Methods

Filters Available:

  • Calendar Date, Category, Event Name

RvC Items & Orders

Tiles Available:

  • Orders by Employee
  • Payment Methods
  • Discounted Items

Filters Available:

  • Calendar Date, Location, Item Name, Service Type

Device Monitoring

Tiles Available:

  • Approved Offline Orders
  • Submitted Orders
  • Completion Pending Orders

Filters Available:

  • Calendar Date, Device ID

Venue Config

Tiles Available:

  • Item Configurations by Menu
  • Active Global Items
  • Merchant Configurations by Menu

Filters Available:

  • Product Type, Venue, Last Updated

Sales Audit

Tiles Available:

  • Revenue Summary
  • Payment Type Summary
  • Approved Offline Summary

Filters Available:

  • Calendar Date, Order Confirmation, Event Name

Virtual Currency Report

Tiles Available:

  • Total Outstanding Virtual Currency
  • Virtual Currency Utilization
  • Duplicate Accounts

Filters Available:

  • Calendar Date, Instance, Account ID, Email

Virtual Currency Spend Accountable

Tiles Available:

  • Net Spent
  • Awarded/Deducted by Name
  • Awarded/Deducted by Domain

Filters Available:

  • Net Spent Date, Instance, Awarded/Deducted Comment

Wallet Accounts

Tiles Available:

  • Outstanding Virtual Currency
  • Transfers
  • Active Award Rules

Filters Available:

  • Transfer Date, Account ID, Instance

Ticketing Export

Tiles Available:

  • Ticketing Export

Filters Available:

  • Updated Date

Promotion Details Export

Tiles Available:

  • Promotion Details

F&B Exports

Tiles Available:

  • F&M Line Items
  • F&M Orders

Filters Available:

  • Updated Date, Created Date

Marketplace Exports

Tiles Available:

  • Marketplace Line Items
  • Marketplace Payment Transactions

Filters Available:

  • Updated Date, Created Date

Customer Sales List

Tiles Available:

  • Sales Summary
  • Sales Details

Filters Available:

  • Event Date Extract, Venue

Birchstreet Reports

Tiles Available:

  • PLU Master Data
  • Sales Extract

Filters Available:

  • Created Date, Location

Wallet Nonce Export 2.0

Tiles Available:

  • Wallet Nonce Export

Filters Available:

  • Updated Date, Created Date

User Export

Tiles Available:

  • Affiliations

Filters Available:

  • Updated Date

Wallet Exports

Tiles Available:

  • Mobile Wallet Accounts
  • Virtual Currency Transfer

Filters Available:

  • Updated Date, Deactivated Time

Account & Venue Exports

Tiles Available:

  • Accounts Export
  • Venues Export

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