Sales report

The Sales report has 10 tabs: Sales overview, Transactions, Payments, Products, Time, Delivery, Discounts, Extra fees, Shift and Order mgmt.

The Dashboard (the first page after logging in to the Admin dashboard) gives a quick view of Sales: Revenue, Orders, Items sold, Avg order value, Tax, Top shop and Revenue trend, plus a Loyalty Program Health overview. Choose the shop and date, then click View report. Click Detailed analytics → to open the Sales report.

The first tab shows Order count, Gross total, Net total and Unpaid, a Revenue trend chart, and charts for Payments, Shop comparison, Order type and Category.

Step 1: Go to Reports → Sales → Transactions tab, then choose the shop and date range.

Step 2: The report shows order count, gross and net totals, discounts, extra fees, tax, delivery fees, unpaid amount and the transaction list.

In the transaction list you can:

Note: an order in Idle status and Unpaid usually means a prepaid order was created, the app was closed at the payment screen, and reopened. Such orders appear in the report but are not counted as revenue.

Step 1: Go to Reports → Sales → Payments tab, then choose the shop and date range.

Step 2: See revenue by payment method for the selected period, and each payment with its order code, source, order type, table/tag, tender and change.

Step 1: Go to Reports → Sales → Products tab, then choose the shop and date range.

Step 2: See sales by Products, Categories, Toppings and Combos; spot best and worst sellers.

Step 1: Go to Reports → Sales → Time tab, then choose the shop and date range.

Step 2: Switch between By hour and By date to see which hours or days have the most orders and highest or lowest revenue, including the peak hour.

Note: daily data is kept for the last 30 days only.

Step 1: Go to Reports → Sales → Delivery tab, then choose the shop and date range.

Step 2: See revenue from delivery / online orders.

Step 1: Go to Reports → Sales → Discounts tab, then choose the shop and date range.

Step 2: See revenue and discount value for orders with a discount applied.

Step 1: Go to Reports → Sales → Extra fees tab, then choose the shop and date range.

Step 2: See revenue from your store's extra fees (surcharges).

Step 1: Go to Reports → Sales → Shift tab, then choose the shop and date range.

Step 2: See how many shifts there were, with staff, shop, check-in/check-out, completed orders and total sales. Click a shift to see its revenue and discounts.

Shift details show sales history by items, toppings, discounts applied in the shift, and cash withdrawals.

Step 1: Go to Reports → Sales → Order mgmt tab, then choose the shop and date range.

Step 2: Use the Void orders, Cancelled orders and Deleted items tabs to see paid orders that were voided, cancelled or had items deleted in the day, week or month – with who placed and voided them, and the reason.