Understand Your Sales Reports
Reports turn sales, payments, discounts, taxes, items, shifts, and cash movement into information owners can act on.
Main Report Areas
- Sales: Revenue, order counts, average order value, refunds, gross profit, and trend charts.
- Payments: Cash, card, card types, and other payment method breakdowns.
- Items and categories: Product and category performance.
- Discounts: Discount usage, count, and total amount discounted.
- Taxes: Tax collected and related totals.
- Shifts and cash discrepancy: Opening cash, closing cash, variance, and staff activity.
- Receipts: Order history, held orders, refunded orders, and exportable transaction data.
Use Filters Carefully
Date range, employee, payment method, and shift filters change the result. Confirm filters before making decisions.
Best Practice
Review reports daily for operations, weekly for menu decisions, and monthly for accounting checks.