Displaying and filtering the reports

Required permission for the reports

To view the Orders or Order details report, you must have the Restaurant Admin > Sales Reports permission.

Displaying the reports

From Toast Web:

  • To display the Orders report, select Reports > Sales > Orders.

  • To display the Order details report, select Reports > Menus > Order details.

The reports tabs at the top of the report provide access to other reports.

Filtering the reports

By default, the Orders and Order details reports show orders that were opened by any employee on the current day. The date, time, and employee filtering fields are displayed at the top of the report. For multi-location restaurants, there is also a location field.

Filter fields for the Orders and Order details reports

You can also add other filter fields and values.

To filter the reports

  1. To change the date and time range:

    1. From the date dropdown, choose the date range.

      You can choose one of the preset values. To choose a specific start and end date, choose Custom Date.

    2. From the time dropdown, choose a preset time range. To choose a specific start and end time, choose Custom Hours.

  2. From the employee dropdown, select the name of the employee that opened the order.

  3. To add other filters:

    1. Click More.

    2. In the list of available fields, select the check box for each filter field to add. The new fields are added below the default filter fields.

    3. For the added fields, select the filter values.

  4. To update the results based on the new filter values, click Update.

Sorting the reports

By default:

  • The Orders report is sorted in descending order by the opened date.

  • The Menu item summary in the Order details report is sorted in descending order by the quantity ordered.

To change the column used to sort the Orders report or the Menu item summary, click the column heading that you want to sort by. To reverse the sort order, click the column heading again.

You cannot sort the order details panels in the Order details report. The order details panels are always sorted in descending order by the opened date.