Reports and insights

Reports and insights: what sold, who bought and what people searched for.

Sales, customers, products and searches for any period and any branch, compared with the period before. Export what you need, or ask Pili in plain words.

Free plan. No credit card needed.

SalesThis week · vs last week
Sales$2,585+12%
Orders412+9%
Average order$6.25+3%
MonTueWedThuFriSatSun
Best daySaturday
$535
→
Top searchesSearch
flour0 results
Add synonym
halloumiClick-through 64%
96
yoghurtClick-through 58%
71
Searches with no resultsNo-result rate
6%

What are reports and insights?

Insights is the part of your dashboard that turns orders into numbers: sales, orders, average order, customers, best sellers and search terms.

Pick a period, such as this week, and each number is compared with the period before. Counter sales from Bills & Books add tax-ready reports, and every report can be exported.

InsightsHigh Street branch
TodayYesterdayThis weekLast weekThis monthCustom range
SalesSales, orders, average order
Open
Customer dataNew, returning, repeat rate
Open
Products and categoriesBest sellers by items sold
Open
SearchWhat people search for
Open

What you can do

The questions a shop owner asks every week, answered on one screen.

1
Sales, orders and average orderFor today, this week, this month, this year or a custom range, compared with the period before.
2
Where sales come fromYour website, Android app and iPhone app, side by side.
3
How customers paidOnline, cash on delivery and wallet, as a share of sales.
4
New and returning customersRepeat purchase rate and the days between orders.
5
Best products and categoriesRanked by items sold, with each one’s share.
6
What shoppers search forTop searches, searches with no results, click-through and added to cart.
7
Downloads and exportsOrders, products and customers as files, plus one free download of everything.
8
tax-ready counter reportsBills & Books adds tax summary by rate, custom reports and a tax return export file.

How reports work

From your first order to the numbers you act on.

1

Orders come in

Every order from your website, app and counter is counted. Numbers show once your store takes orders.

OrdersToday
Website18
Android app23
iPhone app9
2

Pick a period and branch

Choose today, this week, this month, this year or a custom range. Each number is compared with the period before.

Time periodBranch
TodayThis weekThis month
BranchHigh Street
3

Read the four reports

Sales, customer data, products and categories, and search. Each opens to the detail behind the number.

Customer dataThis month
Returning46%
Days between orders9 days
4

Act on it, then export

Add a synonym for a search that found nothing, or download the report to share with your accountant.

When people search "plain flour"Synonym
Also search forwheat flour
Save
Live within 5 minutes

What the customer does, and what you see

Their orders and searches become your numbers.

What the customer does

They search, browse and order on your website or app, and pay how they like. Every step is counted, with nothing extra for them to do.

Search
flour
Wheat flourShown for "plain flour"
$3.70
Multigrain flour
$1.10
Add to cart

What you see

Sales by day, where they came from and how people paid, for the branch and period you pick.

How customers paidThis week
OnlineWallet, cards
62%
Cash on delivery
29%
Wallet
9%
Download

What you can see and set

Every report and control, and what it shows.

SettingWhat it doesOptions
Time periodThe range every number covers, compared with the period before.Today, yesterday, this week, last week, this month, last month, this year, custom range.
BranchNumbers for one branch or all of them.Any branch your role can see.
SalesSales, orders, average order and guest sign-ups, with sales over time.By day, website and apps, payment mode.
Customer dataCustomers, returning, repeat purchase rate, days between orders.New and returning, standard and express delivery, average delivery time.
Products and categoriesYour best sellers.By items sold and share of items sold, with search.
SearchSearches, unique terms, no-result rate, searches with no clicks.All channels, website or mobile app.
Search fixesShow other products for a word, or send a search to a page.Add synonym, or redirect to a category, brand, product or page.
DownloadsReports you exported from orders, products or customers.Ready, being made, waiting or failed.
Download everythingYour orders, items, customers and invoices as files you keep.Free, and always available.
Order stage logsEvery stage change of every order, by day.Filter by stage, delivery type, zone, branch and rider. Print or export CSV.
Who can see numbersReports follow staff roles.Give or remove sales access per role.

How stores use it

Three everyday cases, with made-up names.

Grocery

Rose finds the word her shoppers use

Search shows "plain flour" was searched 96 times this month and found nothing, because her catalogue says wheat flour. She adds a synonym, live within 5 minutes.

Searches for "plain flour"96
Results before0
FixOne synonym
Restaurant

Kofi compares this week with last

Kofi picks This week. Sales are $2,585 from 412 orders, so the average order is $6.25 up from last week. Saturday was the best day.

Sales$2,585
Orders412
Average order$6.25
Milk and dairy

David hands his accountant one file

At month end, David exports the payment report and the Bills & Books tax summary by rate, and sends the tax return export file to his accountant.

Files sent3
tax by rateIncluded
Returns filed byHis accountant

Edge cases and limits

What happens when there is no data yet, or access is limited.

What if my store has no orders yet?Insights shows no numbers yet. They appear once your store takes orders.
Why is there no trend line?The period is too short. Pick a longer one to see a trend.
What does a staff member without sales access see?A message that their role cannot see sales numbers, and to ask the store owner.
What if an export finds nothing?The download says no records matched the filters you chose.
Can I add branch figures in order logs together?Not for store-level changes. They belong to every branch, so adding branches counts them more than once.
Does Ordrio file my tax return?No. You get tax-ready reports and a tax return export file. Your accountant files the return.
Reports are on every plan, including Free. Bills & Books with tax invoice, stock and reports is on every plan too. See pricing

Reports questions, answered

Sales, customer data, products and categories, and search. Bills & Books adds inventory, payment and tax-ready reports.

Yes. Pick a branch, or see all branches together. See multi branch.

Yes. Choose a preset such as this month, or a custom range from one date to another.

Yes. Each number shows this period next to the previous one.

Yes. Top searches, searches with no results, click-through and added to cart, for your website and app.

Add a synonym so the word shows other products, or send the search straight to a page. Changes go live within 5 minutes.

Yes. Exports from orders, products and customers wait in Downloads, and Download everything gives you all your data free.

Only if their role allows it. You choose per role in team roles and access.

Yes. The Ordrio app shows your reports and lets you ask for more.

Yes. Reports are on every plan, including Free.

Your store could be live this week.

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