Order Reports
In your Partner Portal there a few different order reports that you can create and download for analysis:
Completed order report
Rejected order report
Payment order report
Completed & rejected order reports
Both of these reports are created using the same function in your portal. To access:
Login to your Partner Portal on a web-browser
Navigate to ezCater orders > Completed (or Rejected)
Click "Generate report" above the list of orders
If you don't see the "Generate report" button, you may need to have your Permissions updated. Check with your account admin to have this feature added to your account or reach out to [email protected]
This will open a new tab in your browser to create your report:
Creating a report
From the Create New Report page, use the following steps to create an order report:
Select report type
Use the drop-down menu to select either Completed or Rejected Orders
Select locations
Click to choose which locations should be included, or click "add all stores"
Select a date range
Choose a time frame for your report
Name your report
Use a unique name to quickly identify your report
Click create to save
This will create the report and bring you to your list of created reports
Locate your report and click "download" under Actions
The file will download and can be opened in a spreadsheet application.
Completed order report breakdown
Open the file to view your report and use the table below to identify all line items in order:
Column | Data Provided |
A | ezCater order number |
B | Office/business name |
C-F | Delivery address |
G-I | Store information |
J | Event date/time |
K | Submission date/time |
L | Food and beverage subtotal |
M | Discounts from customer promotions (Marketplace or Online Ordering) |
N | Delivery fee paid by customer to restaurant |
O | Commission (applies to subtotal and delivery fee) |
P | Sales tax |
Q | Sales tax remitted by ezCater (state dependent) |
R | Voluntary tips paid by customer |
S | Payment transaction fee (applies subtotal, delivery & tax) |
T | Adjustments for modifications made to an order, usually for customer compensation/refunds |
U | Promotional price reductions for customers |
V | Misc. fees including Dispatch charges |
W | Fees associated with the PPP marketing program |
X | Fees associated with the Rewards marketing program |
Y | Total amount paid to the restaurant for the order |
Z | Order status |
AA | Payment method (typically ACH) |
AB | Order source (i.e. Marketplace or Online Ordering) and type (delivery/takeout) |
AC | Promotional code used by customer |
AD | Delivery driver name (if self-delivered) |
Rejected order report breakdown
Open the file to view your report and use the table below to identify all line items in order:
Column | Data provided |
A | ezCater order number |
B-D | Store information |
E | Event date/time |
F | Submission date/time |
G | Rejection date/time |
H | Reason provided for rejection |
I | Food and beverage subtotal |
J | Order source (i.e. Marketplace or Online Ordering) and type (delivery/takeout) |
Caterer breakdown
If your report contains multiple locations:
Both the completed order report and rejected order report will have a second tab in the spreadsheet titled "caterer breakdown"
This sheet will show you aggregated totals for each location
Payment order reports
Payment order reports show completed orders for specific billing cycles.
Use this report for:
Your accounting team and any reconciliation needs
Tip allocation for in-house delivery drivers
Tracking your Sponsored Listings spend
To create a payment order report:
Login to your Partner Portal (web)
Navigate to the Financials tab
Filter payments by pay period and recipient using the drop-down menus
Click "View Details" to view a payment breakdown
Click the link labeled "download" at the top of the page
Click the second link, "download my report" to export the payment order report
The second tab in the spreadsheet labeled "Ad Spend Data" shows all Sponsored Listings charges during the billing cycle
Ad Spend Data shows:
Order and campaign information
number of orders for each charge
Charge cost
Download sample "Ad Spend Data" here
Financial details report
You can create a report that shows all payments within a pay period for the selected recipients in the Financials tab. Read more here
Performance reports
Operational Metrics reporting
Marketplace Performance reporting
Delivery reporting
Operational Metrics
To export a report for your Operational Metrics performance for the last 90 days:
Login to your Partner Portal (web)
Navigate to Operational Metrics
On either the brand or store view, click "export" in the top right hand corner
This report shows:
Your performance metrics for the last 90 days, for each location in your account
Reliability Rockstar status
Store at risk and store paused status (true/false)
Use this report to:
Track trends over time
Coach and set goals for stores
Identify training needs and process gaps
Monitor impact of changes
Marketplace Performance
To create and export a Marketplace Performance report:
Login to your Partner Portal (web)
Navigate to Performance
Select a date range from the drop-down menu
Click "Download CSV" at the top of page to download your report
This report shows:
Menu views
Organic vs. sponsored listings (where applicable)
Last year total menu views
Total orders
Organic vs. sponsored listings (where applicable)
Last year total orders
Caterer total due
Last year caterer total due
Total sales
Organic vs. sponsored listings (where applicable)
Last year total sales
Average order value (AOV)
Use this report to:
Understand demand trends
Compare locations and markets
Measure marketing impact
Support budget and planning
Delivery Reporting
Delivery performance can be viewed in the Delivery Reporting dashboard
Coming soon!
Export function for delivery reporting
Marketing Performance reports
Sponsored Listings reports
Read here about creating reports for your Sponsored Listings campaigns
Marketplace Promos reports
Read here about creating reports for your Marketplace Promo performance
Customer reporting
Read more here about creating a Customer List for Online Ordering customers