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10. Reports

Understand sales, cash, and operations. Every report exports to a spreadsheet (XLSX).

Understand sales, cash, and operations. Every report exports to a spreadsheet (XLSX).

ReportWhat it tells you
Sales / admin reportRevenue summary cards (gross, net, total revenue from sales) plus an itemised order table
Cash collectionsTakings by payment method (cash, card, mobile money, bank transfer)
Credit collectionsSettlements by credit type
Activity logAll order activity across every status
Hanging ordersOpen / billed orders with no payment yet
Hanging billsBilled orders with an outstanding balance
Item movementSales volume per menu item (filterable by station)
Cancelled ordersCancellations with reason and value
Mismatched paymentsOrders where the recorded method doesn't match actual takings
  1. Go to Reports.
  2. Pick the report.
  3. Set the date range / filters.
  4. Export to spreadsheet when you need it offline.
The reports menu listing all report types.
The reports menu listing all report types.
The sales report with summary cards and the itemised table.
The sales report with summary cards and the itemised table.

Tip

Hanging orders (no payment) and hanging bills (part-paid) are the two to watch at close — they show money still owed.

The rest of the reports

Cash collections — takings by payment method.
Cash collections — takings by payment method.
Credit collections — settlements by credit type.
Credit collections — settlements by credit type.
Activity log — all order activity across every status.
Activity log — all order activity across every status.
Hanging orders — open or billed orders with no payment yet.
Hanging orders — open or billed orders with no payment yet.
Hanging bills — billed orders with an outstanding balance.
Hanging bills — billed orders with an outstanding balance.
Item movement — sales volume per menu item.
Item movement — sales volume per menu item.
Cancelled orders — cancellations with reason and value.
Cancelled orders — cancellations with reason and value.
Mismatched payments — recorded method vs actual takings.
Mismatched payments — recorded method vs actual takings.

9. Reservations & events

Take bookings and run ticketed events — reservations, settings, and paid events.

11. Customers & credit accounts

Know your regulars and run on-account billing — customer management and credit accounts.

On this page

The rest of the reports