Operation report
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View and manage Incoming Customers Analysis report
Learn how to generate an Incoming Customers Analysis report on the Merchant Portal.
The Incoming Customers Analysis report provides an overview of the number of customers dining in and ordering for takeout, categorized by day and party size. This allows you to analyze the peak days for dine-in and takeout traffic, which helps you plan out your order workflow and staffing needs appropriately.
In this article, you’ll learn how to generate, print, and export an Incoming Customers Analysis report.
View Incoming Customers Analysis report
To view your Incoming Customers Analysis report, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Sales," click on Incoming Customers Analysis.
- Select the date range that you wish to include in the report.
- You can filter your search further by clicking on Advanced Filtering. Then, enter the time period that you want to include in the report.
- Click on Submit to retrieve the records.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Click on Operation. Then, select Incoming Customers Analysis.
- Select the date range that you wish to include in the report.
- You can filter your search further by entering the information in the following filter options:
- Specific Period
- Time Period
- Click on Submit to retrieve the records.
Print Incoming Customers Analysis report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To print an Incoming Customers Analysis report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To print an Incoming Customers Analysis report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Incoming Customers Analysis report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To export an Incoming Customers Analysis report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To export an Incoming Customers Analysis report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
