Generating reports from the order index

Your order index page is primarily used for managing orders throughout the fulfillment process; however, because of the advanced filtering capabilities of this page, it can also be used to generate helpful reports on your orders, which can also be exported as CSV files for further analysis.

Filtering order data

Timestamp of use-cases highlighted in the video

• 1:19 - Delivery manifest report
• 2:30 - First time customer report
• 3:27 - Segmenting by SKU / product ordered
• 4:39 - Unpaid / collections report
• 5:14 - Fulfillment accuracy report
• 6:40 - Exporting reports into CSV files

📊 Common Use Cases for Order Reports in GrazeCart

In this guide, we’ll review the five most common ways customers use GrazeCart’s Order Reports to manage and analyze their orders — along with a few tips for customizing and exporting your data.

📌 Accessing the Order Reports

Navigate to the Order Index Page by clicking Orders and selecting any order status.
From here, use the Filter Orders function to sort orders by various fields such as payment status, pickup location, date range, and more.

🔍 Top 5 Order Report Use Cases

1️⃣ Delivery Manifest Report

Quickly generate a list of orders for a delivery vehicle by:

• Filtering by order status (e.g., “New”)

• Selecting the relevant pickup locations

• Optionally adding a date range

Then simply print the filtered page from your browser — it’s formatted to act as a clean, concise delivery manifest with order numbers and basic customer info.

2️⃣ First-Time Customer Report

Monitor your new customer acquisition rate by:

• Filtering orders where Order Count = 1

• Applying a custom date range to track first-time orders over time

A helpful way to track growth and customer engagement trends.

3️⃣ Orders with a Specific Item

Identify customers who ordered a specific product by:

• Filtering by Product Name or SKU in the product search field
  Example: If you’re out of a certain item like Chicken Tenderloins, use this report to notify affected customers.

4️⃣ Orders by Payment Status

Track outstanding balances by:

• Filtering for orders where Payment Status = Not Paid

This is useful for businesses that allow customers to carry a balance and need to manage collections.

5️⃣ Miss-Packed Orders / Accuracy Reporting

Monitor packing accuracy by:

• Filtering for orders flagged as Miss-Packed

• Comparing total orders versus miss-packed orders to calculate your accuracy rate
  (Example: 3 miss-packed orders out of 29 = ~10% error rate)

A valuable tool for improving fulfillment processes.

📥 Exporting Order Data

You can export your filtered order groups by:

• Clicking the cloud icon for a simple CSV export

• Or selecting formatted CSV files (for QuickBooks invoices/sales receipts) to include product info alongside order details

These exports can be opened in Excel, Google Sheets, or other spreadsheet tools for deeper analysis.

📑 Saving Filter Presets

Save frequently-used filter combinations by:

• Clicking Save after setting up your filter

• Naming the filter for quick future access via the top menu

This streamlines reporting for recurring needs like pickup location manifests or unpaid order lists.

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