Back Office: Customer Preference Report

Navigation: Sign into the Back Office for your Store. On the left-side, select Reports then Customer Preference.

     

The Customer Preference report page displays Customers' ordering activity.

1. Filter by the following, along with Time Period, then click Apply.
   
1. Employee: Select an Employee (from the list of those who set the Till) from the dropdown (or All).
   
1. You can Search to find the employee more quickly.
   
2. Include Settings: Select Category, Subcategory, Serving Size, or All.
   
   
2. When Apply is clicked, the below table containing the following columns is populated:
   
1. Items: The menu item along with its Category, Subcategory and Serving Size.
   
2. Quantity: Sub headers for the amounts of Sold (quantity), Void (quantity), Total (Sold Quantity + Void Quantity), Group % and Total %.
   
3. Amount: Sub headers of the amounts Sold (in currency), Void (in currency), Total (Sold Amount + Void Amount), Group % (Item Total / Group Total) and Total % (Item Total / Grand Total [at the very bottom]).
   
4. The overall Total appears for the Quantity and Amount of each Category, Sub-Category and Serving Size.
   
5. The Grand Total during the selected Time Period appears at the very bottom of the table for all columns.
   
   
   
6. Note: The organization of the table will be broken down by the Items column depending upon the Include Settings selections:
   
   
1. Example: When Select All (Category, Sub Category and Serving Size) is selected:
   
   
   
2. Example: When just Category is selected:
   
   
   
3. Example: When Sub Category and Serving Size are selected:
   

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