How do I view my Order Details Report?

Overview of the Order Details report

This report gives you a detailed overview of all your restaurants’ order activity over a selected date range, helping you track store performance, delivery patterns, and individual transactions. The Order Details Report is broken down into three key sections: Summary by Date, Summary by Delivery Zone, and Itemised Orders. Each section plays a unique role in helping you understand how orders are performing over time and across zones.

Watch this short video on how to access and understand the Order Details Report. 

Below we hope to answer any questions you may have and explore what this report has to offer.

Where can I find the Order Details Report?

This report can be found on the left-hand Panel on the YUMBI Reports page. Under the Sales Tab, you can find this report named “Order Details” (See Figure 1) or by following this link to the report itself.

Figure 1

How can I filter this report?

The Order Details Report has four primary ways of filtering this report. These four options are: Date, Restaurant, Channels and Order Status. (See Figure 2)

Figure 2

Which channels can I filter by?

All channels

This filter option will present the number of customers that have placed orders on the App, Website, Call centre, on iOS and Android mobile devices.

All Online

This filter option will present the number of customers that have placed orders on the App, Website, on iOS and Android mobile devices only.

All Mobile

This filter option will present the number of customers that have placed orders on the App, on iOS and Android mobile devices.

Call Centre

This filter option will only present the number of customers that have placed phone orders, which are captured on the YUMBI Ordering Platform at the Call Centre by an Agent.

iOS

This filter option will only present the number of customers who have placed orders from iPhone Operating System devices i.e. iPhone mobile devices.

Android

This filter option will only present the number of customers who have placed orders from Android Operating System devices i.e. Samsung, Huawei mobile devices.

Which Order Status can I filter by?

All Statues

This filter allows you to view all orders, regardless of their current state. This is useful for getting a complete overview, of the number of transactions that were placed at the store.

Successful

This filter shows only the orders that were successfully processed and received by the restaurant.

Failed

This filter allows you to view orders that failed at the store on the YUMBI Printer. These failures may be due to various reasons. You can use the Failed Order Report to understand why these orders failed within the specified date range.

What are Sales Breakdown, Transaction Types, Payment Methods, and Tender Types?

Figure 3

Sales Breakdown

This summary provides a breakdown of the total amount of sales made from the orders received by the store over the selected period.

Transaction Types

This summary provides a breakdown of the order transaction types that the customer chose to place their order through the online ordering platforms offered by YUMBI. For example: Collection, Deliveries, Phone-In and Online.

Payment Methods

This summary provides a breakdown of the payment method the customers chose when placing the order. For example: Pay in store, Cash on delivery etc.

Tender Types

This summary provides a breakdown of the online payment methods the customers used to pay for their orders online. For example: Card payment or voucher.

Below is a breakdown of the order summaries and order details by; date, delivery zone, and itemised orders.

Figure 4

Summary by Date

This section gives a high-level view of orders placed over a specific time period. This is useful for identifying patterns or trends in order volume and revenue on a daily basis. (See Figure 4)

Each row represents a different date and includes the following information:

Date & Day

The specific calendar date and day of the week the orders were placed.

Orders

The number of orders placed on that day.

Product Amount

The total value of products ordered (excluding delivery fees, tips, and discounts).

Discount Amount

The total value of any discounts applied.

Delivery Fee

The total delivery fee charged for that day’s orders.

Driver Tip

The amount tipped to drivers by customers.

Net Amount

The total after discounts, excluding prepaid payments.

Prepaid Amount

The portion of the order amount that was prepaid by customers.

Outstanding Amount

The amount still owed or pending, often due to cash payments or order issues.

Figure 5

Summary by Delivery Zone

The Summary by Delivery Zone helps you understand how different geographic zones are performing. This is particularly helpful if your restaurant operates in areas with varying delivery ranges or charges. (See Figure 5)

Details include:

Delivery Zone

The defined area/radius in which deliveries were made.

Deliveries

The total number of orders delivered within that zone.

Product Amount

The combined value of products sold within the zone.

Delivery Fee

The total delivery fees collected.

Driver Tip

The sum of tips received by drivers in that zone.

Figure 6

Itemised Orders

The Itemised Orders section provides a detailed view of individual transactions. (See Figure 6)

For each order, the following details are displayed:

Date & Time

When the order was placed.

Order Type

Whether the order was for delivery or in-store collection.

Customer Name

The first and last name of the customer.

Product Amount

Value of the items purchased.

Discount Amount

Any discounts applied to the order.

Delivery Fee

If applicable, the fee charged for delivery.

Driver Tip

Tip amount given by the customer.

Net Amount

The amount due after discounts and excluding prepaid amounts.

Prepaid Amount

The portion of the order paid in advance (e.g., online payment).

Outstanding Amount

Any remaining balance not prepaid, possibly to be paid on delivery or in-store.

The Grid Information can be exported for data analysis and provides additional categories of information using the CSV Option.

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