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The Reports section gives you a comprehensive view of your business performance — revenue, order counts, tax collected, and payment breakdowns. Use reports to understand trends, identify best-sellers, and prepare for end-of-period reconciliation.
Reports dashboard showing Sales Summary, Payment Breakdown, and Product Sales charts

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Available Reports

ReportWhat it shows
Sales SummaryTotal revenue, order count, and average order value — filterable by day, week, or month
Payment BreakdownRevenue split by payment type (Cash, Card, Online, etc.) to see how customers pay
Tax ReportTax collected per rate (e.g. SST 6%, Service Charge 10%) for compliance reporting
Product SalesBest and worst selling products ranked by quantity and revenue
Category SalesRevenue and order count per menu category — shows which sections drive the most income
Employee SalesSales attributed to each employee, useful for commission or performance tracking
Void & Refund ReportAll voids and refunds in the period, with reason codes and employee attribution

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Date Range

Use the Date picker at the top to filter any report by a custom date range, or use the quick shortcuts:
  • Today — current calendar day from midnight to now.
  • This Week — Monday to today.
  • This Month — 1st of the month to today.
  • Custom — pick any start and end date.
For shift-by-shift breakdowns and cash drawer reconciliation, use Workday Reports instead of the date-range reports. Workday Reports group data by business session, which more accurately reflects your trading day if you trade past midnight.

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Export

Click Export CSV on any report to download the data for use in Excel, Google Sheets, or accounting software. Exports include all rows for the selected date range, not just what is visible on screen.

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Filtering

Most reports support additional filters beyond the date range:
  • Location — filter to one branch or view all locations combined.
  • Order Mode — see sales by Dine In, Takeaway, or Delivery separately.
  • Payment Type — isolate sales by Cash, Card, or specific payment methods.
  • Employee — filter to one staff member’s transactions.

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Frequently Asked Questions

Reports show total sales (gross revenue including tax). Your bank statement shows net deposits (after payment processor fees). Card and online payments may also be batched differently. For reconciliation, use the Payment Breakdown report filtered to Card and Online types, then compare with your processor’s settlement statement.
Daily sales summary emails can be configured under Manage → Settings → Notifications. For custom scheduled exports, contact your account manager.
All historical transaction data is retained for as long as your account is active. There is no expiry on historical reports.
Reports use your account’s configured Timezone (set under Manage → Settings). If your timezone is set incorrectly, transactions near midnight may appear in the wrong day. Check your timezone setting if you see this pattern consistently.

Workday Reports

Shift-level reconciliation and cash drawer reports

Import History

Review past bulk import results

Tax

Configure the tax rates shown in the Tax Report

Employees

Set up staff records for Employee Sales reports