Enhanced Sales Summary Report on Merchant Web

Enhanced Sales Summary Report on Merchant Web

Do not share this guide with merchants

There are three types of Sales Summary Reports. The data displayed on the report can be filtered by date and a CSV file can be downloaded.
1. Sales Summary for Paid Orders
2. Sales Summary for Unpaid Orders
3. Sales Summary for Rejected Orders

1. Sales Summary for Paid Orders

This report displays a sales summary for paid orders. The summary includes gross sales, discounts, refunds, net sales, tax, tips, and service charge, flat fee, delivery charge.

How to Disable Sales Summary Reports?

Step 1

Login to the "Admin web portal" and search for the business with the business ID or business name.  

Step 2

Under Merchant Web Configurations, click on the "Add Additional Info" button.

Step 3

Select the following configuration from the dropdown and click "Submit".

ReportsV2.SalesSummary.Disabled = true

2. Sales Summary for Unpaid Orders

This report displays a sales summary for unpaid orders. The summary includes gross sales, discounts, net sales, tax, tips, delivery charges, service charges and flat fees.

How to Customize the Report Name of Unpaid Orders?

The report name of Unpaid Orders can be customized if required using the below configuration.

Step 1

Login to the "Admin web portal" and search for the business with the business ID or business name.  

Step 2

Under Merchant Web Configurations, click on the "Add Additional Info" button.

Step 3

Select the following configuration from the dropdown and click "Submit".

Notes
ReportsV2.UnpaidOrders.Config = { "reportName" : {"en": "Open Orders"} }

How it Reflects on Merchant Web?


How to Disable Unpaid Orders?

Step 1

Login to the "Admin web portal" and search for the business with the business ID or business name.  

Step 2

Under Merchant Web Configurations, click on the "Add Additional Info" button.

Step 3

Select the following configuration from the dropdown and click "Submit".

ReportsV2.UnpaidOrders.Disabled = true

3. Sales Summary for Rejected Orders

This report displays a sales summary for rejected orders. The summary includes gross sales, discounts, net sales, tax, tips, service charges, delivery charges and flat fees.

How to Customize the Report Name of Rejected Orders?

The report name of Rejected Orders can be customized if required using the below configuration.

Step 1

Login to the "Admin web portal" and search for the business with the business ID or business name.  

Step 2

Under Merchant Web Configurations, click on the "Add Additional Info" button.

Step 3

Select the following configuration from the dropdown and click "Submit".

Notes
ReportsV2.RejectedOrders.Config = { "reportName" : {"en": "Voided Orders"} }

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How it Reflects on Merchant Web?


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How to Disable Rejected Orders?

Step 1

Login to the "Admin web portal" and search for the business with the business ID or business name.  

Step 2

Under Merchant Web Configurations, click on the "Add Additional Info" button.

Step 3

Select the following configuration from the dropdown and click "Submit". 

NotesReportsV2.RejectedOrders.Disabled = true

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How to Display Discount Breakdown for Sales Summary Reports?

Previously, all discounts were automatically calculated together and shown as a single value. This feature now enables the discounts to be displayed separately as Manual, Promo, and Reward Discounts.
 This breakdown is valid only for paid, unpaid and rejected Sales Summary Reports.

How to Configure via Admin Portal?

Step 1

Login to the "Admin Web Portal" and search for the business with the business ID or business name. 

Step 2

Under Merchant Web Configurations, click on the "Add Additional Info" button.

Step 3

Select the following configuration from the dropdown and click "Submit".
ReportsV2.SalesSummary.Discounts.Breakdown.Enabled = true

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How it Reflects on Merchant Web


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