Reporting & Business Analytics
Reporting & Business Analytics
By Agent1 author121 articles
- Kitchen Overview ReportThis report shows your kitchen setup by organizing views of configurations based on how they impact the kitchen.
- Compare Deposits and Credit Card SalesLearn where to view your expected deposits and batch times in Toast to troubleshoot errors in credit card sales reporting.
- Get Help With the Jelly IntegrationLearn how to set up the Jelly integration with Toast.
- Can I filter labor reports by department?
- Filter Reporting Exports
- Get Help With Orders Report Not Loading
- Accounting Reports OverviewDig into your key financial information with this high-level overview of the different accounting reports and how to use them.
- Toast Data Exports OverviewLearn how to configure data exports for use with a third-party system.
- Toast Retail Inventory ReportsLearn about the inventory reporting available for Toast Retail.
- Get Started With the Bikky IntegrationLearn how to set up the Bikky integration with Toast.
- Restaurant Management: Location Overview ReportLearn about the key features of the new location overview report for the Restaurant Management suite.
- Location Reports OverviewStart here for a high level overview of the different types of location reports and how to use them. These reports are for multi-location re
- Toast Reporting Dashboard: Weekly OverviewThe interactive Toast Reporting Dashboard displays a weekly performance overview for your restaurant. Learn how to leverage the data insight
- Create and Map General Ledger Codes for Toast POSLearn how to create and map general ledger (GL) codes for accounting purposes.
- Bank Statements and Sales Summary Report Do Not MatchCompare bank statements with Toast’s Settled Deposits Daily Breakdown to spot delays, fees, taxes, or other discrepancies in what was deposi
- Create Custom Reports for Toast POSLearn how to set up custom reports in Toast Web.
- Export a Filtered Report With Custom ColumnsLearn how to export a filtered report with custom columns.
- Can I download a backup of all of my Toast data?
- Pool Tips With Other EmployeesIf you do not use Toast Tips Manager, you may choose to use the pooled tips report for sample tip pooling calculations.
- Toast Web Device Reports: Locating Device ID
- Get Started With Analytics and ReportsLearn about the available reports on Toast Web and some helpful information on how you can navigate them.
- Find Data for IRS Form 8027Learn where to find the information within Toast Web to fill out your yearly IRS Form 8027.
- House Accounts Reporting
- Reporting Best Practices: Weekly, Monthly, Quarterly & YearlyIn this article, learn what reports to view and use on a weekly, monthly, quarterly, and yearly cadence to monitor your restaurant’s perform
- Understand "Cash Adjustments" on Reports
- Update First Day of the Week for Reporting
- Reporting Best Practices: Your First Day on ToastIn this article, learn what reports and tools to use after your first day and how to continuously monitor your restaurant’s performance on a
- Application Programming Interface (API) Documentation Site
- How do I unsubscribe from daily report summaries?
- Unable to Download the Payroll Export
- Why can't I access a report in Toast Web?Get help troubleshooting report access in Toast Web.
Analytics Integrations
Analytics Integrations
- Get Started With the Syft IntegrationLearn how to set up the Syft integration with Toast.
- Get Started With the Supy IntegrationLearn how to set up the Supy integration with Toast.
- Get Started With the Red Onion IntegrationLearn how to set up the Red Onion integration with Toast.
- Get Started With the Edify IntegrationLearn how to set up the Edify integration with Toast.
- Get Started With the Reeco IntegrationLearn how to set up the Reeco integration with Toast.
- Get Started With the Ovation IntegrationLearn how to set up the Ovation integration with Toast.
- Get Started With the BeerBoard IntegrationLearn how to set up the BeerBoard integration with Toast.
- Get Started With the FranFast IntegrationLearn how to set up the FranFast integration with Toast.
- Get Started With the SynergySuite IntegrationLearn how to set up the SynergySuite integration with Toast.
- Get Started With the Paperchase IntegrationLearn how to set up the Paperchase integration with Toast.
- Get Started With the Nory IntegrationLearn how to set up the Nory integration with Toast.
- Get Started With the Venue Valet IntegrationLearn how to set up the Venue Valet integration with Toast.
- Get Started With the Wenodo IntegrationLearn how to set up the Wenodo integration with Toast.
- Get Started With the Untappd for Business IntegrationLearn how to set up the Untappd for Business integration with Toast.
- Get Started With the Guesst IntegrationLearn how to set up the Guesst integration with Toast.
- Get Started With the Foodhub IntegrationLearn how to set up the Foodhub integration with Toast.
- Get Started With the MarginEdge IntegrationLearn how to set up the Margin Edge integration with Toast.
- How can I build a custom data warehouse integration?
- Get Started With the Butter IntegrationButter delivers actionable predictive insights for restaurant operators and simplifies restaurant analytics. With Butter, operators optimize
- Get Started With the DAVO IntegrationDAVO is a preferred partner integration that fully automates the sales tax remittance process for Toast customers
- Get Started With CustomerX.i IntegrationLearn how to set up the CustomerX.i integration with Toast.
Cash Management Reports
Cash Management Reports
- Cash Drawer Reports OverviewUnderstand what each cash drawer report in Toast Web shows, how to access them, and how Toast calculates closeout and deposit numbers.
- Get Started With Cash Flow InsightsLearn how to use Cash Flow Insights, your all-in-one financial hub, that helps you stay in control and make smarter decisions based on your
- Cash and Loss Management Reports OverviewStart here for a high-level overview of all available cash and loss management reports within Toast.
- Report on Discounts and Promo CodesLearn the best way to configure your discounts and promo codes so they can be tracked.
- Closed Drawer ReportThe Closed Drawer report provides details to help ensure the drawer totals are correct, and indicates who was responsible for the drawer whi
- View Payout History
- Impact of Voided Transactions on Cash Reporting
- View All Discounted Item Sales
Employee Performance Reports
Employee Performance Reports
- Manage Break Adherence on Mobile
- Can Labor reports take salaries into consideration?
- Labor Cost Breakdown Report OverviewLearn how to use the Labor Cost Breakdown to see where, when, and how your labor costs impact your business in order to optimize staffing an
- Download the Payroll Export Report in Toast WebDownload a .csv file containing hourly payroll data broken down by employee for a selected pay period in Toast Web.
- Employee Productivity ReportThe Employee Productivity report can be used to locate and compare specific sales and table trends per employee over a period of time.
- Labor Reports Are Showing Overtime When They Shouldn’t Be
- Access Employee Time Entry Reporting After 12 Months
- Labor Reports OverviewToast labor reports give detailed breakdowns of time entries and breaks, hourly sales, pooled tips, swipe card logins, employee productivity
Payment Reports
Payment Reports
- Understand the Processing Statements Report
- Reconciliation Report and Payout Details OverviewLearn how to use the Reconciliation report to view payouts, instant deposit transactions, Toast Capital and Easy Pay withholdings, & refunds
- View Refunds in Toast ReportingLearn how to review data on refunds in Toast Web or on the POS in your Sales Summary, Sales, and Accounting reports.
- View Your Restaurant's Daily Breakdown of DepositsLearn how to view your restaurant's daily breakdown of deposits.
- Where can I find my restaurant's daily breakdown of deposits?
- View Monthly Statements
- Understand the Daily Credit Card Activity Report
- Locate Pending Deposits
- Can I find a report for payments made using a QR code?
- Chargebacks Report OverviewUse this report to check the status of all chargebacks disputes and retrieval notifications within the report range.
- Payments Reports OverviewLearn about the different types of finance reports (reports directly related to your bank account) and how to use them.
- Review Yesterday's Credit Card Transactions
- Understand the Processing Statements ReportLearn how to understand the Processing Statements report.
Performance Benchmarking
Performance Benchmarking
- Toast Benchmarking: Advanced Sales ProjectionsLearn how to forecast sales and make informed operational decisions using Advanced Sales Projections.
- Toast Benchmarking: Multi-Unit Group OverviewLearn how the Toast Benchmarking group overview can help multi-unit restaurant groups compare key metrics across locations and benchmark aga
- How do I get to the Benchmarking reports?
- Toast Benchmarking OverviewLearn how to access and navigate the information in Toast’s Benchmarking reports.
- Toast Benchmarking FAQFind answers to commonly asked questions about Toast Benchmarking.
Sales Reports
Sales Reports
- Get Started With Contests in ToastLearn how to use Contests across front-of-house and menu-based metrics, with leaderboards, optional rewards, and live updates in Toast Web a
- Export a List of Future Orders
- Determine if the Data Shown in Sales Summary Report Is Current
- Toast Retail Reporting OverviewLearn how to use Toast Retail reporting to gain insights into retail sales and inventory data for your business.
- Sales Summary Report OverviewLearn how to use the Sales Summary report for day-to-day financial insight into your restaurant’s performance.
- Sales Summary FAQFind answers to frequently asked questions about the Sales Summary report.
- Daily and Weekly Performance Email FAQIn this article, learn more about the terms used in the Daily/Weekly Performance emails.
- Add Sales to a Prior Date
- Where are my sales coming from?
- Sales Reports: Integration Partner Fees
- Massachusetts Sales Tax on Meals Return
- View Weekly Server Ticket Reports
- How do I pull up a cash sales report for a specific employee?
- How do I access sales reports?
- View Number of Guests per Server in a Certain Time Period
- Sales Reports OverviewStart here for a high-level overview of all available Sales reports within Toast.
- Future Orders/Invoices ReportingLearn how future orders placed online or on Toast POS appear within reporting.
- Configure and Report on Deferred Amounts and SalesLearn how to configure a menu item or gift certificate to defer sales in Toast reporting.
- Gross Sales Reporting for Restaurants in Ireland and the UK
- How can I compare sales between my sales categories?
- Impact of Refunds and Adjustments on Toast Sales Reporting
- View Daily Sales Data Trends Over Time
- Get Help With Sales Not Showing Up in ReportsFind missing sales in your Toast reports. Check filters, location, permissions, browser, offline-mode sync, and data freshness, or contact C
Toast Now
Toast Now
- Incorrect Guest Count Shown on the Toast Now App
- Access Labor Cost Reports in the Toast Now App
- Can I edit tips in Toast Now?
- Send Messages to Employees on the POS Using Pre-Shift NotesLearn how to send pre-shift or staff notes to your employees on the POS and enable the stock module.
- Get Help With the Toast Now AppFind answers to frequently asked questions about the Toast Now app.
- Can I access Toast Retail on the Toast Now app?
- How do I use the Toast Now app in dark mode?
- How can I view total cash transactions by date in Toast Now?
- Share Your Toast Now Screen with Customer Support
- Find Sales Data Broken Down by Transaction Type
- Get Started With the Toast Now AppToast Now is a mobile app designed to run your restaurant from your phone with easy access to real-time reporting and key controls at your f
- Can I compare annual total sales year-to-year?