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Analyze reports

Generate and review the reports available for a selected period and business.

This narrated walkthrough demonstrates the same workflow documented in the written, step-by-step guide directly below.

Review Ordering.co reports​

The Reports area generates the report types available for a selected month, year, and business.

Step-by-step feature walkthrough​

1. Navigating to reports​

To begin, select the Analyze tab from the left-hand sidebar menu, then click on Reports. This will bring you to the "Export Data" interface where you can generate custom PDF reports for external analysis or stakeholder presentations.

2. Setting your parameters​

Before downloading data, you must define the scope of your report:

  • Select Month & Year: Choose the specific billing or performance cycle you wish to review.
  • Filter by Business: Use the dropdown menu to isolate data for a specific location (e.g., "Pizza Pro’s") or view aggregated data across all your businesses.

3. Generating the AI executive report​

The Executive Summary is designed for high-level oversight. It translates technical performance into business value.

  • Key Metrics: View total orders, total revenue, and the number of human hours saved.
  • ROI Analysis: This section highlights the "Return on Investment," showing exactly how much revenue was generated for every dollar spent on the AI.
  • Product Insights: Identify your top-performing items (like the "Classic Pepperoni Pizza") to see what is driving the most sales via chat.

4. Auditing with performance metrics​

For a deeper technical dive, the Performance Analysis report focuses on efficiency:

  • Success Rate: Monitor the percentage of conversations that reached a successful conclusion.
  • Response Times: Track average response latency (measured in milliseconds) to ensure your AI is providing a snappy customer experience.
  • Cost Analysis: Review the "Average Cost per Conversation" to manage your operational overhead effectively.

Tips & best practices​

  • Review Monthly: Set a calendar reminder to download your reports at the end of each month. Consistent monitoring allows you to identify seasonal trends and growth patterns.
  • Share with Stakeholders: Use the Executive Summary during reviews when its period, definitions, and source data meet the audience's needs.
  • Review Top Products: Use the Top Products list as one input when reviewing menu and promotion decisions.
  • Monitor Success Rates: If you notice a dip in the success rate, cross-reference it with the "Performance Analysis" to see if response times have increased or if certain conversations are being abandoned.

Conclusion​

Use the Executive Summary and Performance Analysis together, and confirm the report period and definitions before comparing results.