The Pre-order Report shows a summary of all pre-orders placed and processed in advance through the Eats365 POS. You can generate the Pre-order Report from the Merchant Portal 2.0. This report allows you to anticipate demand, adjust staffing levels, and ensure a smooth fulfillment process for those pre-placed orders.

In this article, you’ll learn how to generate a Pre-order report, as well as, print and export the report.

View Pre-order Report

To view a Pre-order Report, follow the steps below: 

1. Log in to the Merchant Portal.
2. On the left panel, click on Reporting.
3. Click on Pre-order Report.
4. Select if you want to filter pre-orders by the time the order was created or by when it was scheduled. Then, set the date range that you wish to include in the report.
   
5. If you know the "Pre-order Number" of the order that you want to include in the report, enter the pre-order number. 
6. Select the "Dining Type" of the order. You can choose from Takeout, Catering - Pickup, and Catering - Delivery.
7. To retrieve the records, click on Submit. The screen shows a list of the selected date’s pre-orders.

Customize the report result

You may customize which information you’d like to display on the report. To do this, click on More . Then, select the information that you’d like to include in the report result. Click on Save to confirm.

Print Pre-order Report

To print a Pre-order Report, from the Report Result, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.

Export Pre-order Report

To export a Pre-order Report, from the Report Result click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported Pre-order Report.