Reports:

Step by Step Tutorial:
​Running a report on the Snackpass restaurant Dashboard

Once you have set your filters, the report below will repopulate to show the data with the selected filters applied.

Detailed Reports Instructions:

The Reports tab on the restaurant dashboard gives you crucial insights into your sales, customer, and financial data. Here's what the Reports tab could help you accomplish:

Let go through them tab by tab!

Filters can be used to refine the data displayed in existing reports. Here is an explanation of how each filter works:

After selection, filters are automatically applied.

Note: To export your reports as a CSV file, click Download in the top-right corner above the breakdown tables.

Note: All graphs can be toggled to show net sales or number of orders on the Y axis.

The Locations Report is a game-changer for multi-location owners. This report allows you to access and analyze sales data across all your store locations in a single, convenient place.

Note that, by default, all store locations are selected in the drop-down menu but you can choose to select particular locations you're interested in.

The Sales Summary provides several tiles of real-time data that offer quick ways to ingest, analyze, and share useful sales-related information.

Notes:

Click on the "Channels" tab below the "Reports" and "Sales" headers to get information on your third party sales. You can view the number of orders, sales, tips, and taxes with a comparison between Snackpass and your third parties.
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(To connect your third party service providers to Snackpass, go to the integrations page on RDB under settings (link to page) . This will allow third party sales to flow through the Kitchen OS device (order hub) and Kitchen Display Screen (KDS). This will also allow you to view reporting on your Snackpass RDB.)

As on the "Sales Reports" page, use the drop downs to select filters for your data. You'll see that in the "Channels" area of RDB, you have the additional option to filter by third parties:

The "Top Items" graph shows an overview of your top 5 most popular items over the time frame selected. As with other areas of the Reports dashboard, use the drop down filters at the top, and on the graph, to customize the information you see.

The "Item Performance" area shows details for all items sold including modifier sales and overall net sales. Click the arrow next to the item's name, and see a drop down that shows sales info on the modifiers for that item. Scroll to the right to see specific sales info on that item and all its variations.

Note: The number of orders will not match up with the total number of orders because orders that have multiple items will be counted more than once.

Note: The net sales shown for the base item are for the base item ONLY and do not include the net sales of any modifiers purchased along with that base item.

The net sales for modifiers shows just the net sales for that particular modifier. Example: if a modifier costs $1 and it was ordered 7 times, the net sales will show as $7. If a modifier costs $0 and was sold 7 times, the net sales will show as $0.

An overview of top 5 selling categories and breakdown of the number of orders and net sales for each category. Once again, you can use the filters at the top of the page, and within the graph to customize what information is displayed.

Note: Net sales can not be calculated by summing the net sales found in the categories report because register custom amount orders will not be included (since those custom items do not belong in a category).

You can access your customer data directly in the customers report, allowing you to better understand your customer's preferences, behaviors, and spending habits. You can filter the report by specific time period to more easily pin down a customer from a specific transaction and reach out to them via Message on Guestbook, which is found on the customer profile.

This directory provides information on all customer including:

The default setting on this page is to see a complete directory of all time customers. Customers are ranked by total $ spent at your store. Use the date selector to filter for customers who have ordered within a specific timeframe. You can also search for a particular user who is a customer of your store by name in the "Find Customers" search bar.

Note: Customers are ranked using our Guestbook profiles. Click on the customer's name (in blue) to see customer contact information, order stats including number of orders, total $ spent, order frequency, date of last order, store credit $ amount, number of refunds, and total amount refunded. You'll also see the customer's complete order history and have the ability to view these orders, upcharge or refund them directly from the customer's profile.

Note: Currently you can only message app customers on Guestbook. Coming soon you'll be able to message kiosk, register, and online ordering customers as well.
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Here you can view the financial information of all of your store's promotions in one place! Use this to see what types of promotions are the most effective, how many first time users you have attracted to your store, and the average number of items on the orders where each promotion was used.

The filters at the top help you specify the exact data you wish to see.