Reporting and Sales Insights
Guides to help you understand your reports, track sales, review payments, check order performance, monitor service trends, and export the data you need for finance and operations.
6 articles
- Analytics and ReportingWhere to find Analytics and Reporting on your dashboard, how to set the date range and time zone, and what the sales overview shows: orders, gross payments, payments after fees,…
- X ReportThe X report is a mid shift read of takings so far that does not reset your totals. Covers gross payments, costs, net sales, card and cash, sales by category,…
- Z ReportThe Z report is the official end of day report used when you cash up at close of trade: it totals the day's sales and resets the figures for the…
- Sales Reconciliation ReportCompares what each order should have paid with what was actually received, so you can spot missing or mismatched payments when you cash up. Covers generating the report for a…
- Stripe ReportEvery card payment taken through Stripe, with fees, net amount, transaction date and payout date, so you can see when you get paid and match a payout to your bank.…
- Item Sales Volume ReportHow many of each item you sold over a chosen period, useful for stock ordering and menu decisions. Covers picking a month and year range, switching between monthly and daily,…