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
- Operational Sales
- Financial Sales
- Settlement by Processor
- F&B Sales
- Merchandise Sales
- Marketplace Sales
- RvC Items & Orders
- Device Monitoring
- Venue Config
- Sales Audit
- Virtual Currency Report
- Virtual Currency Spend Accountable
- Wallet Accounts
- Ticketing Export
- Promotion Details Export
- F&B Exports
- Marketplace Exports
- Customer Sales List
- Birchstreet Reports
- Wallet Nonce Export 2.0
- User Export
- Wallet Exports
- Account & Venue Exports
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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