Skip to main content

How to Generate a Sales Report

Overview​

Generating a sales report allows you to analyze your restaurant's performance for a specific timeframe. You can view itemized order details, payment methods, and status updates for every transaction.

Prerequisites​

  • Subscription Plan: Lite, Plus, or Max
  • User Permission Required: view_sales_reports

Step-by-Step Guide​

  1. Navigate to Sales Report Open the Sales Report module from the main menu (under Analytics & Reports).

  2. Select Date Range

    • Click the Start Date calendar icon to define when the report begins.
    • Click the End Date calendar icon to define when the report ends.
    • Note: The data will automatically refresh to show records for that specific period.

  3. Review the Data

    • KPI Cards: Check the top summary cards for a quick snapshot of Total Orders and Average Order Value.
    • Order Details Table: Scroll down to view the itemized list of orders. This table includes columns for:
      • Customer Name
      • Service Type (e.g., Take Away, Dine-in)
      • Payment Method (e.g., Card, Cash, Split)
      • Payment Status (Paid/Pending)
      • Order Status (Delivered/Cancelled)

Outcome​

You will have a detailed list of all transactions within the selected period, ready for analysis or export.