Reports
Reports show the records behind your totals. Your login must have the relevant reporting permission; cover-charge reports have their own access rules.
1. Open the report you need
Section titled “1. Open the report you need”Open Reports and choose Sales, Dine-in, Delivery, Takeaway, Payments, Payment Links, Discounts, Campaigns, Menu Items, Customers or Cover Charges.
2. Apply the filters
Section titled “2. Apply the filters”Use the page toolbar to select the period, channel and outlet where available. Review the dates on screen before downloading. Channel-specific reports already select that channel.
3. Review the rows
Section titled “3. Review the rows”Check the totals and individual records together. Use payment records for received payments, sales records for orders, and cover records for door covers and redemptions.
4. Download the current report
Section titled “4. Download the current report”Press Download. The file follows that report’s supported export and filters. Keep its period and channel with any report you share with your accountant or manager.
If a report is missing
Section titled “If a report is missing”Ask an authorised owner to check your staff reporting permissions. A report with no matching rows can also mean the chosen dates or outlet have no records.