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Reporting & Business Analytics

Reporting & Business Analytics

1 author116 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
Create Custom Reporting
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. 
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

Analytics Integrations

Analytics Integrations

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.

Sales Reports

Sales Reports

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
How can I set up a sales contest at my restaurant?
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
Sales Are Not Showing Up in the System