Sales Report Export Tool

1. Log in into BentoBox backend

2. Click on Sales Report Export from the nav under the reporting section. If you don’t see this option, please check your user permissions.

3. Select the fulfillment date or purchase date that you wish to export a sales report for and Click Export

4. Select the timezone you wish to generate the sales report in and click Start Export

5. You should receive your Sales Report by email as an XLS attachment within 5-10 minutes.
   Please make sure to include noreply@getbento.com as an exception filter in your inbox to ensure the sales report doesn’t go into the spam folder. 

Note: You can always filter by location or Store Type if you wish to narrow down your sales report export. 

All admins and managers have access to the Sales Report. However, if you wish to grant access to a staff member, follow these steps. 

1. Login to BentoBox backend with admin access

2. Click on users under settings

3. Find the user you wish to grant access to

4. Click the pencil icon (edit)

5. Select the privileges role by Location or by section

6. Check the Reports checkbox

7. Click Save

Included below is a high-level overview of the Sales Report sections and a breakdown of how the metrics are calculated. 

• Gross Sales: Includes goods and services subtotals, and pocketed fees (e.g. pickup fees, in-house delivery fees, convenience fees, etc.)

• Net Sales: Net Sales is calculated by subtracting discounts and refunds from Gross Sales.

• # of Orders: The total number of orders received from all your store types (OO, Catering, Merch, Tickets

• AOV: Average Order Value = Gross Sales / # of Orders

• Delivery Tips v/s DoorDash Delivery Tips: BentoBox has broken out in-house delivery tips v/s DoorDash Delivery Tips for any customer using Bento Door-to-door (DoorDash Drive). 

• BentoBox Fees: Total of BentoBox Service Fee for Online Ordering & Catering or Pre-Order & Catering Orders

• Delivery Fees: Includes all food ordering delivery fees and any local delivery fees for merch. 

• COVID Fees: Total of donated COVID relief fees. This taxable contribution is intended to be used at your discretion to provide relief for your business. Please consult your tax advisor. 

• Custom Fees: Total of any custom fees you have configured. Example: Catering Service charges or packaging, etc.

• Pickup Fees: Includes pickup fees for Catering orders.

• Delivery: Includes Online Ordering, Catering/Pre-Order & Catering, Merchandise (local delivery)

• Pickup: Includes Online Ordering, Catering/Pre-Order & Catering, Merchandise

• Dine In: Includes Online Ordering only

• Shipped: Includes Gift Cards & Merchandise (Mail Order)

Top-performing menu items are calculated based on the units sold. 

• Sales: Total Sales (includes taxes)

• % of Total Gross Sales: Total Sales (includes taxes)/# sold * 100