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:
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...
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)
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.
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