Dashboard

Business administrators can track and manage business spending from the dashboard.

The following image shows the business account dashboard:

Order and receipt exports

Administrators can export receipts and order summaries from the dashboard or order history page. When exporting order history, administrators can filter by group to analyze spending for a specific group. Administrators can elect a specific group from the Group dropdown to include only orders from members of that group, or select All groups to include orders from all groups. Group filtering is based on the group the member belonged to when the order was placed. If a member moves to a different group after placing an order, their historical orders are not reassigned to their new group.

The following image shows the Export order data screen:

Order summary output

The following table describes data that is exported from the order summary:

Column Name	Description
Email	The customer's email address.
Date	The date and time when the order was placed.
Store	The name of the store fulfilling the order.
Items	The total number of items in the order.
Ordered by	The name of the person who placed the order.
Delivered to	The full delivery address, for example, street, city, state, and ZIP or postal code.
Amount	The total amount charged for the order.

Order and item details output

The following table describes data that is exported from the order and item details:

Column Name	Description
Email	The customer's email address.
Delivery Address	The street address for the delivery.
Delivery City	The city for the delivery address.
Delivery State	The state or province for the delivery address.
Delivery Zip Code	The ZIP or postal code for the delivery address.
Handoff Type	The method of delivery, for example, doorstep, hand-off, or pickup.
Store Name	The name of the store fulfilling the order.
Order Type	The type of order, for example, delivery or pickup.
Order ID	The unique identifier for the order.
Order Item ID	The unique identifier for the line item within the order.
Status	The current status of the order item, for example, ordered, picked, delivered, or refunded.
Item ID	The unique identifier for the product in the catalog.
Substituted By	The identifier of the item that was substituted in.
Substitute For	The identifier of the original item that was replaced by a substitute.
Delivery Created At	The timestamp when the delivery was created.
Delivered At	The timestamp when the order was delivered.
Item Name	The customer-facing name of the product.
Brand Name	The brand or manufacturer of the product.
Aisle Name	The store aisle where the product is typically located.
Department Name	The store department the product belongs to.
L1 Category Name	The top-level product category, for example, broadest classification.
L2 Category Name	The second-level product category, which is more specific than the top-level category.
L3 Category Name	The third-level product category, which is most specific.
Product Category Name	The broader category that the product belongs to.
Size	The product size or unit description, for example, "16 oz", or "1 lb".
Cost Unit	Unit of measure for pricing, for example, "each", "lb", or "oz".
Alcoholic	Indicates whether the product contains alcohol.
Ordered Quantity	The number of units originally ordered by the customer.
Picked Quantity	The number of units actually picked/fulfilled.
Ordered Weight	The weight originally ordered.
Picked Weight	The actual weight picked/fulfilled.
Unit Price	The price per unit.
Total Price	The total price charged for this line item after adjustments.
Currency	The currency code for the prices, for example, "USD".