How to Set Up an Open Orders Report

Article author
Jaclyn Hope Gilkey
  • Updated

How to Set Up an Open Orders Report

 

This report will be sent daily to inform you of open orders that need to be closed within your Organization.

 

Step 1:

Login to your DataNow site. If you get a “Something Went Wrong Error” email Help@venuenext.comt to request access OR create a Cherwell Ticket if you are a Levy employee.

  • Example 1: You can access DataNow by using your instance name + -datanow.ordernext.com so the URL will look like  [YourInstanceName]-datanow.ordernext.com.
  • Example 2: Your OrderNext url is: Example.ordernext.com. Example = instance name so your DataNow url would look like this: Example-datanow.ordernext.com

 

Step 2:

Once in DataNow select the widget at the top right hand corner of the page. It will be located beneath your user name and above the button

 

Step 3:

Select Schedule this will be where you can create reporting schedules for your organization.

 

Step 4:

If you have existing reporting schedules created select to create a new Schedule so you do not overwrite an existing one. If you do NOT have any reports scheduled your schedule screen will look like the below image. This indicates that the organization does NOT have any existing reports scheduled.

Step 5:

Fill out the details for your report. All fields are required to schedule this report prior to saving.

 

  • Step 5a:
    • Make sure to name your report, something that will make it easy to identify what it is for. In this example we have named the report “Open Orders”. You can even create a custom message that explains the purpose of this email if you are scheduling this for others. Simply select to add details about the report for those receiving it.
  • Step 5b:
    • Select EMAIL for where the data should go unless you would like this report to be sent via a different listed method
  •  
  • Step 5c:
    • Input the email address for the users who will receive this report. This field is comma separated. Once complete select

Ex:

Before

After:

Step 5 (cont’d):

  • Step 5d:
    • Select Visualization or PDF for the file format. Do not select CSV for this report. This will be the format that the data is sent to you in.
  • Step 5e:
    • Do not adjust the Trigger as you want this report to send daily
  • Step 5f:
    • Select the frequency that you want this report emailed. We advise you to select “Daily” to prevent losing revenue from unclosed orders. In this example we have this report coming in daily at 6am, it is up to you on the time that you wish to receive the email. 

Important Note: Mobile orders have a 24-72 hour window before authorizations begin to drop off, if the order is not caught in time, you run the risk of losing the revenue.

Step 6:

Select the  next to FILTERS to drop down the filters section to collapse the filter options.

 You will want to clear the auto populated data as it will automatically add the closed/settled order states. Since this report will be for open orders, closed states can not remain.

Simply select the X on the right hand side of the the filter name:

Example:

 

Step 7:

Adjust the calendar date to be for the past 24 hours. This will cover the prior day so if an order was left open from an earlier event. However, you can also have this report pull from the past 12 hours if preferred.

         Default:

        Adjusted:

Step 8:

Once the filters have been removed, add the following states to the filter; “bumped”, “processing” and “tabbed”. When orders are in the above states they are considered open or “unsettled.” These orders will need to be closed for payment to be processed. Here is an article that outlines order states for further reference: Understanding Order States

Step 9:

If this report is being created in another timezone or by a user who is not in the same timezone of the property. Always make sure the timezone is in line with the property that is being scheduled.

Example: If you are Centrally based and the property is on the West Coast, the report should be adjusted to Pacific time zone to ensure the data is accurate.

 

Step 10:

Once all steps are completed select SAVE ALL to schedule the report.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.