Learn which Online Ordering specific reports and dashboards are available to you from within the PXS.
Overview
The PXS has a number of more advanced and detailed reporting in our Analytics dashboards. These dashboards are essentially packages of reports that can be exported in CSV or in PDF format to keep the visualizations that some of the reports offer.
How do I access PXS Analytics Dashboards?
Upon logging in to the PXS, go to Report Center in the left nav. Next, click Analytics.
On the right hand side, you’ll see a menu of all of the different Dashboard reports available to you. Expand the Online Ordering option and see more info on the Dashboards available to you below.
What reporting does each dashboard offer?
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Detailed Reports | This dashboard has a lot of what could be called ‘bread and butter’ reports. Here you can find: Check Level Report, Item Level Check Details, Item Rollup, Discounts Breakdown, Refunds Report, and Tax/Fees Reports |
KPI Summary | This is a selection of reports that lend well to developing/tracking goals and look great visualized in PDF format. This report will track the following statistics for a selected time frame: Sales, Orders, Feedback, Orders per Store, Average Check, Orders per User, Completion Rate, Canceled Orders, Refunds, Sales by Day, Sales by Order Type, Top Discounts, Guest Interface Breakdown, Order Funnel, Top Items, Top Options (or Modifiers), Orders over Time, and Orders by Hours of Week. Please note that some of these reports cannot include data from Marketplace Management vendors (e.g. feedback report would not include feedback from DoorDash/GrubHub/UberEats).
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Feedback | This dashboard gives you reports for detailed breakdowns of feedback received. Similar to the KPI Summary, this dashboard and the data from the reports are best viewed in PDF format. These reports are: Survey Orders (number of orders with a feedback request response), Average Rating, Likelihood to Repeat, Feedback Rating Breakdown, Average Survey Rating, Average Rating Over Time, Customer Comments, and Rating by Store.
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Individual Customer Detail | This is a dashboard that you can use to randomly sample Loyalty customers to find details on their behaviors. You can find reports such as their First Order Date, Most Recent Order Date, Lifetime Orders, Lifetime Spend, Top Items, Orders by Type, Spend over Time, and Survey Comments.
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Customer Insights | If you're looking to sample more than one customer at a time, Customer Insights contains reports to give you more details on guest behaviors. Reports include: Unique Guests Last Month, Average Orders Per Guest Last Month, Guests With Multiple Visits, Guests Returning From Previous Month, Visits by Guest Segment, Orders by Guest Segment, Guests By Guest Segment Over Time, Guest Activity By Store Report, and Top Customers Report
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Sales | The Sales dashboard gives you what you might expect! Detailed reports on Total Sales, Average Subtotal, Average Tax, Average Delivery Fee, Average Tip, Average Tip Percent, Refunded Orders, Canceled Orders, Donations, Sales by Payment Type, Tender Total Breakdown, Sales Over Time, Spend by Hour of Week, Sales by Day, and Sales by Store
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Discounts | Another dashboard with a straightforward name, this dashboard includes reports on: Average Discount, Average Discount On Discount Checks, Rewards Redeemed, Coupons Used, Comps Used, Top Discounts, Discount Orders, Discounts Over Time, and Discounts by Store
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Customer Journey | This dashboard can give you really useful information on how guests interact with your ordering platform across all the different channels. Reports include: Completion Rate, Complete Orders, Incomplete Orders, Order Funnel, Completion Rate Over Time, Orders by Guest Interface Over Time, Average Check by Guest Interface, Orders per User by Guest Interface, Customer Journey by Store
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Reconciliation | The Reconciliation report is only applicable to clients who are using our PX Payments gateway to process and receive payments, as this report gives you your Payout History and Payment Transactions from PX Payments. If you do not use PX Payments as your gateway, you would have to get this information from your 3rd party gateway provider.
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Store Ordering Disabled Report | The Store Ordering Disabled Report can help you review Offline History for any stores selected and will give you detailed information such as Time Disabled and Time Re-enabled, as well as which user disabled and re-enabled, and how long the store was disabled for
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Out of Stock Report |
The Out of Stock Report provides a one-stop view of what items are currently out stock. Additionally, you can look at the history of who changed their status to out of stock and when as well as who returned the items to in stock and when.
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Store Config Status | Store Config Status is a great way to view what is currently set up for your stores at a glance. This report can give you information on App ID (OO Merchant ID), PX Merchant ID, Restaurant ID, PX Store Code, Restaurant Name, Address, City, Accepting Orders (Y/N), Tablet Enabled (Y/N), Order Pymt Gateway, Store Gateway ID, Third Party Delivery Eligible, Third Party Configured, Third Party Partner, Third Party Pymt Configured, DoorDash Base Configuration, Submenu Item Price Change
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Marketplace Summary | To review sales performance across 3rd party vendors that you have integrated using our Marketplace Management feature, Marketplace Summary is where to go. Here you can find total Web & App Online Order Spend, Marketplace Spend, DoorDash Sales, Postmates Sales, UberEats Sales, GrubHub Sales, and a detailed breakdown of Online Orders & Sales by Source |
How do I set parameters/filters for dashboard reports?
While each dashboard has different parameters/filters that can be applied based on the data they are pulling, the way the parameters/filters function are all the same. When you select a parameter, you will get a drop down list of operators, followed by your options to filter.
For example, selecting Restaurant Name gives you operators such as "Is, Starts With, Contains" etc., while a Date filter would give you "Is in the last, Is on the day, Is in range, Is before", etc. Time/Dates also gives you further values such as days/hours/minutes/etc. This helps you dial in the exact parameters you may want to set to pull in your data. Once you have this set, you can then schedule an export with these parameters to be sent on a recurring basis.
For more information on this, see below.
NOTE: There are also simple multi select parameters as well as Yes/No. As a note on Yes/No filters, selecting neither will show you data associated with either condition.
How do I export specific reports?
Once you have the dashboard displaying the data and reports you need, you can export all reports in a dashboard by clicking the three dots in the top right and then click Download. You will then be prompted to export as either CSV for spreadsheets, or PDF if you'd like to have the visualizations for reports/presentations. Once your format is selected, click Download.
If you would like to export only a specific report from the dashboard, hovering over the top right corner of the report brings up the three dot menu button. Click on this, then click on Download data. Similar to the whole Dashboard download button, this will prompt you to select an export format, CSV or PDF.
How do I schedule automatic delivery for dashboard reports?
Once your parameters are set, you can schedule automatic delivery for these reports on a recurring basis of your choosing. To do so, head to the three dots at the top right of the Dashboard and click Schedule delivery. You'll see a Settings menu pop up allowing you at name the particular report you are scheduling, set it's recurrence, enter email addresses to send to, and the format you'd like to have the reports in.
You can also set the Filters for the report in this screen, but these should remain as you had previously set them to.
Finally, Advanced options allows you to add a custom message in the body of the email, expand the tables (highly recommended if parameters are set wider, otherwise all of the data may not be included), Arrange dashboard tiles in a single column (this would export all reports from the dashboard onto one sheet), set paper size for printing, and delivery time zone (this should be considered if, for example, Accounting operates in a different time zone than all stores may be operating in). You can test the export to ensure you are getting the correct reports attached and options by clicking Test now and finally click Save to schedule the delivery.