The wide range of information that our software tracks will help you handle your accounting needs quickly and efficiently.
There are multiple sections and different pre-arranged reports that you can generate in order to track a variety of things.

Out of the big variety of reports we offer there are 3 reports that we think are ESSENTIAL to every business operation:

  1. Daily Financial (This report will give you a great detailed breakdown not just for your daily needs but any number of days that you select before pulling this report, this includes but is not limited to: Net Sales, Order Totals, Tax Totals, Driver Tips, Cash Flow, Shift Breakdown, Gross Received, Net Profit, etc...

  2. Restaurant Invoice (This report will provide you with all the information you will need to see the performance/sales of a restaurant as well as detailed breakdowns of commissions for Delivery/Takeout that you can provide to your restaurant partners for better transparency)

  3. Driver Cashout (This report will help you track down all payments and how the money is moved around when our AutoPay feature is paying your drivers. It will also give you insight into how much a driver is earning for the period you select and also it will show you any Credits/Adjustments made)

So we highly encourage you to check these reports AT LEAST once a week so you can act in time in case there are any issues with reporting/payments you might encounter.

*Below you can see all the reports we provide and a brief summary of what type of information they will generate for you.

Customer

Credits Report

Who, what, when and why 'in account' customers credits were created and used. Includes total outstanding credits assigned to customer accounts (not coupon codes).

Gift Certificates Report

Includes the initial & total outstanding gift certificate amounts and their redemption history (both purchased & given).

Communication

View the customer communication that was added via the Smart Dispatcher.

Rewards Report

Show me customers that have a certain number of reward points built up in their account.

Marketing

Create mailing list of your customers.

Blocked Addresses

View a listing of all blocked addresses.

Third Party Logins

View a listing of all third party logins.

Corporate

Corporate Invoice Report

Create invoices and statements for your corporate/house accounts customers.

Address List

See all of your corporate/business user addresses.

Corporate Summary Report

See all corporate or house account orders that came in today (or any day).

Orders

Cancelled

What orders were cancelled today (or any day)?

Alternate Payment

List of Alternate Payment orders.

Order Errors/Adjustments

Lists every credit and adjustment that dispatchers made to orders

Delivery Fees Exempt

Lists every delivery fee exempt orders.

Order Totals

Look at all the totals for orders.

Order Summary

Look at all the summary for orders.

Efficiency

Which orders were delivered on time?

Additional Charges

Summary of add-on charges in a given time period

Shift Summary

Summary of your orders and stats about the different shifts.

Group Orders

Summary of active and/or completed group orders.

POS Integrated Orders

Summary of POS integrated orders.

Ratings

Summary of all order ratings.

Restaurant

Invoice

Create invoices and statements for each restaurant.

Summary

Overview of your sales (commission, markup, number of orders, average order, totals) summarized by restaurant.

Zoning

A simple list of all your restaurants delivery zones in one place

Orders Summary

See a summary of restaurant orders and restaurant stats.

Deal Usage

See the overview of restaurant deals that have been used on orders.

Restaurant Cuisines

See the list of all cuisines that have been attached to the restaurants.

Invoice Detail

Create invoices and statements for each restaurant that lists menu items.

Order Errors

List of restaurant errors and order mistakes entered by your staff.

Salespeople

Overview of the orders and earned commission for your salespeople.

Efficiency Overview

See the overview of restaurant efficiency stats.

Current Active Deals

See the overview of current active restaurant deals.

Promoters

Restaurant Promoters

Overview of the orders and earned commission for your restaurant promoters.

Code Promoters

Overview of the orders and earned commission for your code promoters.

Group Order Promoters

Overview of the orders and earned commission for your group orders promoters.

Integrated Partners

Summary

Overview of your integrated partner restaurant sales.

Invoice

Statements for each integrated partner restaurant.

National Partners

Summary

Overview of your national partner restaurant sales.

Invoice

Fee breakdown for each national partner restaurant.

E-Store

Summary

Overview of your house items (E-Store) sales and profitability - what's the best selling item?

Inventory

Lists the current stock on-hand of each house or E-Store item.

Driver

Cashout

Create statements to pay drivers.

Summary

Financial overview of payments to/from drivers.

Performance

Overview of driver performance.

Payout

Overview of driver payout.

Driver Auto Pay

Overview of Driver Auto Pay.

Checkins

Overview of driver checkins.

Last Checkin

Overview of driver last checkin time.

Adjustments

Lists 'per order' increases or decreases dispatchers made to drivers.

Information

A single glance overview of all your driver payment rates and eligibility documents.

Hours Worked

A report on the number of hours worked by each driver.

DDI

Create statement for DDI.

Excessive Tips

A report on excessive driver tips.

Messaging

Overview of driver messages.

Financial

Daily

CEO Report - an executive summary of your business (Calendar day).

Order Profit Estimation

Report which shows an estimated profit per order.

Tax

List of all tax related amounts per order.

Order PACE

This report gives a snapshot of Profit after Controlled Expenses of all the orders.

Order Transaction fee breakdown

Transaction fee breakdown for orders including Payment Reversals.

Sales

Lists every order delivered today (or any day).

Credit Batch

Run Credit Cards. Get Paid! Do this every day.

Credit Card Reconciliation

Overview of credit card transactions.

Misc.

Codes

Use this report to look up a coupon code that was previously created.

Rewards Purchases

Lists all of the Reward Marketplace purchases.

User Roles

Can I see all the Active administrators, dispatchers, CSR's, drivers, etc in one place?

User Roles (In-active)

Can I see all the In-active administrators, dispatchers, CSR's, drivers, etc in one place?

Revenue Maximizer

This report gives an overview of the revenue sources of your business.

Portal Summary Report

See all portal orders that came in today (or any day).

Code Usage

This report lists coupon codes (not customer account credits) that were used today (or any day).

Page Permissions

What sections of my software do administrators, dispatchers, etc have access to?

Overview

This report gives an overview of Restaurant, Customer and Order stats.


Widget Connector

RDS Logic is more than just a software that holds menus and facilitates online ordering... RDS Logic handles all of the accounting and the reporting functionality is truly deep.  You can monitor every aspect of your business with ease.

Keywords:

  • Report types

  • Reporting section

  • Report overview