HelpCenter

Lightspeed Connect - Reporting
Updated

Purpose

This article outlines the Reporting process in Lightspeed Connect. 

 

Invoice Report by ID

To run the Invoice Report by ID, enter an ‘Invoice ID’ and select ‘View Report."

image003.png

 

The report will be displayed with the information included for the Invoice number entered.

image004.png

 

Order Consolidation Report

To run the Order Consolidation Report, enter the report criteria, along with the Packout “To” and “From” dates. Set the options you need for Customers, Locations, Groups (order groups), Type, or by a User, then select ‘Show Report’. 

image006.png

 

The Order Consolidation Report will be displayed on the right of the screen with the header information of Customer Name, Username, and Locations, a summary of all items ordered for the selected criteria. Total Quantity, Total Price, Profit, and Page Totals are summed at the bottom of the page.

image008.png

 

image010.png

 

Clicking on ‘Choose My Orders’ will return a report showing all the orders for the selected user only. There is the option to choose a single order by clicking on the line, or by choosing “Select All” and then selecting the “View the Report” button at the bottom of the page.

image012.png

 

To return a report with items from particular orders, select “Choose My Orders." Select the specific orders needed, then click on “View Report.” 

image015.png

 

image017.png

 

image019.png

 

Order Summary Report

To run the Order Summary Report, enter the report criteria, as well as a Packout Date “Start Date” and “End Date,” and select “View Report." Then you can select customers, order types, or view by users. This report shows all customers by a particular user.

image021.png

 

The report will be displayed by customer name, location, and order number. Item quantities and dollar amount totals are displayed at the bottom of the page.

 

image022.png

image024.png

 

Product Consolidation Report

To run the Product Consolidation Report, enter the report criteria. The Product Consolidation Report is displayed with the Item quantity total, average price, and total dollar amount for the product for the selected packout start and end dates.

image028.png

image026.png

 

Variance Report

The Connect Variance Report displays the ordered quantity, the packed quantity, and the short quantity for each item for the start and end date period specified. The ordered and packed totals and variances are displayed at the top and bottom of the page.

This report gives the user multiple options. It can be run using the parameters of all customers, all order types, and all users. The variance report can also be run for a specific customer, by location, order group, and order type (market, vending, etc.), for a single user or all users.

The report gives users the ability to select specific active or inactive customers, locations, and order groups by checking and unchecking the active-only boxes. If you uncheck the Active Only box when first opening the report page, then click on View Report, the report will include all active and inactive customers, and all order types for the specified start and end packout date range.

The example below is showing the variance report for a date range using an active customer by location and order group.

image030.png

 

When an item is picked using Lightspeed and the quantity is changed or zeroed out, the quantity changes are reflected on the order in Connect.

image032.png

 

Below is the same order on the LightSpeed admin Current Status page, showing the ordered and picked quantities.

image034.png

 

When orders are placed in Connect, they are displayed in Lightspeed on the Current Status dashboard by route, picking zone, order id, order item id, product, pack size, quantity ordered, and quantity picked. The completed orders are in green, while the unpicked orders are in yellow. If an order is in multiple pick zones and all zones are not picking complete, the route will be highlighted in purple.

 

Order Preparation Report

To run the Order Preparation report, enter the report criteria and click “Get Orders.” This report can be run by a specific customer, location, and group for all users or for a specific one.

image036.png

 

The order preparation report is displayed on the right. You can select a single line or click the "Select All" button and then "View Report" to see the full report. 

image037.png

image039.png

 

image041.png

 

Table Sheets Report

When running the Table Sheets Report, there are four possible ways to view the report.

 

Option 1: You can choose to view the report by a single table. In the example below, the Breakfast table is selected. 
image043.png
The report will then display all the items for the “Breakfast Table”
image044.png

Option 2: You can select ‘All Tables’ from the table drop-down and select the ‘Print as Roll Up’ checkbox.
image046.png
This report will show the total items for each preparation table. You can view each individual table by scrolling through the report using the scroll buttons in the toolbar at the top of the report. This report has 4 pages, page 1 of 4 is currently being displayed.
image047.png

image049.png

Option 3: The Table Sheets Report can also be viewed as a "Master Sheet." Selecting the "Print as Master Sheet" checkbox will display all the items for all the tables.
image051.png
image052.png

 

Option 4: Running the report for “All Customers” without rollup or master print options checked. The report will show all preparation tables for all customers.

This report returned 106 pages in this case, these are a sample to show how the products and quantities for each table is displayed.

image054.png

image056.png

image058.png

 

Location Linkages

Running the Location Linkages report will display totals for active packout areas, locations, and order groups broken down by area.

Example: Area 0 has 4 active locations and 4 active order groups. Area 1 has 150 locations and 2185 order groups.

image060.png

 

Exporting A Report

Reports can be exported in the following formats:

  • CSV
  • HTML
  • IMAGE
  • MHT
  • PDF
  • RTF
  • TEXT
  • XLS
  • XLSX

Clicking the settings widget (here highlighted in yellow in the upper right-hand corner) will display these export options.

image064.png

 

Searching Options 

All Reports in the Connect Reporting module can be searched by matching a letter (uppercase and lowercase specific) or by a whole word. 

For an example of  "Match case," searching for a capital letter “C” will return all words with a capital “C” in the text. It will not return items with a lowercase "c".  

image066.png

 

Searching by ‘Match whole word Only’ will return and highlight the word entered.

image068.png

 

Other Lightspeed Connect Articles 

Lightspeed Connect - Preparation Table and Table Sheets

Lightspeed Connect - Product Management

Lightspeed Connect - Packout Areas

Lightspeed Connect - Customer, Location, and Order Group Hierarchy

Lightspeed Connect - Pricing by Location

Lightspeed Connect - Menu Creation, Scheduling, and Location

Lightspeed Connect - User Roles, Management, and Order Groups

Lightspeed Connect - Order Management

Lightspeed Connect - Reporting

Lightspeed Connect - My Groups and Lightspeed Push