Overview

The Portal gives you two places to look at order data, and they answer different questions:

• Orders (Orders page) — the transactional record. Browse individual orders and open any one to see exactly what was ordered (items, quantities, modifiers, charges, and payment).
• Analytics → Order — an order-level performance view with charts and profit figures. It shows each order’s totals but not the items inside it.

Both are scoped per store (or all stores) using the store selector at the top of the page.

The Orders Page

What It Shows

The Orders page lists every order as a summary row, with columns including Invoice, POS Device, Staff, Customer Name, Type, Payment, Status, Discount, Service Charge, Special Charge, Sales, Tax, Net Sales, Amount Received, and Order Time.

Viewing an Order’s Items

In the Action column at the far right of the row (scroll right if needed), click the detail icon to open the order’s detail. This is where you see the actual items: each product with its item price, quantity, and subtotal, along with modifiers, combos, and any note to the kitchen. The detail also breaks down the payment method, discounts and coupons, service and special charges, rounding, tip, and the order total.

Filters

You can narrow the list by:

• Date range — up to 365 days.
• Store — a single store or all stores.
• Device / origin, Staff, Order Type, and Order Status.
• Payment Type (all / sales / excluded sales) and Payment Method.
• Search by invoice (or delivery tracking number).

Export

Use the Export button to download the orders as a CSV. The export applies your current filters — date range, store, status, order type, staff, payment type/method, and search. Note: the Device / origin filter is not applied to the export.

The Analytics Order Page

What It Shows

Analytics → Order is a performance view. At the top are summary cards (order counts by type, with a share percentage) and a line chart comparing the selected period against a previous one. Below is a table of orders with columns Invoice, Type, Payment, Order Time, Refund, Discount, Net Sales, Cost, and Gross Profit, plus Total Order, Total Sales, and Amount Received summaries (including “excluded” variants).

The distinguishing figures here are Cost and Gross Profit, which the Orders page does not show.

How Total Sales and Amount Received Are Calculated

These two summary figures come from different sources, so they usually will not be equal:

• Total Sales — the sum of every order’s Net Sales, i.e. the sales amount only. It excludes tax, service charge, and rounding, is net of discounts, and already has refunds deducted. It equals the total of the Net Sales column.
• Amount Received — the sum of each order’s full received total: Net Sales plus tax, service charge, and rounding, adjusted for refunds. This is the actual money taken.

So Amount Received is normally higher than Total Sales by roughly the tax and service charge. Both figures count only recorded orders; orders paid with an excluded-sales method are reported separately under the “excluded” totals. Amounts are grouped by order time in your store’s timezone.

Why You Can’t See Items Here

The Analytics Order page is built from order-level records only — each row carries an order’s totals, not its contents — so there is no way to open an order and see its products. This is by design: item-level analytics live on a separate page.

Filters

This page has fewer filters than the Orders page:

• Period — Today, Yesterday, Week, 2 Weeks, Month, or a custom range.
• Store — a single store or all stores.
• Search by order (invoice) name.

There are no separate status, type, or payment-method filters on this page.

Export

Use the download icon to export the analytics orders as a CSV for the selected period. Like the Orders export, it is prepared in the background and downloads when ready.

Which One to Use

• Use the Orders page to look up a specific order, check what items and modifiers it contained, review charges and payment, or handle refunds — and when you need rich filters (status, type, staff, device, payment method).
• Use Analytics → Order to see order trends and profitability over a period (net sales, cost, gross profit) and to compare periods — when you do not need to know the individual items.
• Use Analytics → Item for item-level sales analysis across many orders.

Limitations & Considerations

• Only the Orders page exposes an order’s line items; the Analytics Order page is order-level only.
• Cost and Gross Profit appear on the Analytics page, not on the Orders list.
• Total Sales excludes tax and service charge; Amount Received includes them — so the two summaries are expected to differ.
• The Orders date range is limited to 365 days.
• Both pages are per store (or all stores) via the store selector, and both export to CSV as a background download.
• Access to each page depends on your user role/permissions.

Best Practices

• Reach for the Orders page for anything order-specific (disputes, refunds, “what did table 5 order?”); reach for Analytics for trends and profit.
• Set the store and date range before exporting, so the CSV matches what you are looking at.
• If a figure looks off between the two pages, check the Payment Type / excluded-sales filter and the date range — they define what counts as sales.
• For menu decisions, pair Analytics → Order (profit) with Analytics → Item (what sells).