Use dutchie's Admin Reporting tool
The Reporting tab in dutchie admin acts as the hub for exporting key information out of dutchie and into CSV files. There are two main types of reports - Order Reports and Customer Reports.
Order Reports
Start by selecting Orders Report Type.
Next, set your filters so that you pull exactly the information you're looking for. You can filter by:
- order status
- order type
- menu type
- the date the order was placed
For example, if you're looking to see how much each delivery driver made last week in tips, you'd set your filters to the following -
Once you've chosen your filters, go ahead and click the Generate Report button.
You'll then be sent an email with a link to download the CSV file containing your report. This typically takes a few minutes, depending on the size of the file.
The following columns will be included in the downloaded CSV:
Customer Reports
The Customer Report gives you valuable insights on the specific customers that have placed an order with your dispensary in a particular timeframe.
You can filter this export by the following customer attributes:
- Customer Type
- Logged In
- Guest
- All
- Age
- Any
- 18 - 24 yrs
- 25 - 34 yrs
- 35 - 44 yrs
- 45 - 54 yrs
- 55 - 64 yrs
- 65 and over
- Subscribed
- Yes: Exports only users who have the Email Opt In true
- No: Exports only users who have the Email Opt In false
- All: Exports both users who have the Email Opt In values false and true
Once you've chosen your filters, go ahead and click the Generate Report button.
You'll then be sent an email with a link to download a CSV file containing your report. This typically takes a few minutes, depending on the size of the file.
The following columns will be included in the downloaded CSV:
Customer Types
Within the customers report CSV file, you may notice a handful of different customer types. Here is a quick run-down of each customer type you might see in your CSV file.
- Guest: "Guests" are dutchie customers who don't have accounts associated with dutchie. These users can be missing email addresses in the CSV because the default dutchie settings do not require the customer's email address.
- User: These are customers who have accounts associated with dutchie, so you can think of these as Logged-in users who checkout on your menu. This is who you should expect to see if you're using the "Logged In" option for customer type.
- Imported: Simply put, these are the customers that have been imported via a CSV file upload. You can request this to be done on your behalf if you give us a CSV file with clear header rows.
- Manually Added: These are customers that you've added manually into the dutchie admin Customers table.