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Reports & Analytics

Understand your business with reports. This chapter lists the available reports — sales, tax, payments, profit, inventory, purchases, customers, employees, recipes and branches — plus the dashboard, filters and exports.

Video guide: Reports & Analytics

A step-by-step video for this topic is coming soon.
▶ Watch on YouTube

Reports overview & dashboard

Where: Reports menu. The Dashboard gives an at-a-glance view of sales, top items and trends. Individual reports drill into specifics with date and advanced filters.

📷[Screenshot: Reports dashboard]

Sales reports (daily, monthly, item, category)

See total sales by day and month, and break sales down by item and category to find your best and worst sellers.

Tax, payment & profit reports

Tax report summarises tax collected for returns; payment report breaks sales by method (cash/card/other); profit report shows gross profit using cost/COGS.

Inventory, stock, purchase & variant reports

Current stock, movements and valuation, purchase reports by supplier, and the Variant Stock Report for authoritative per-variant on-hand from the stock ledger.

Recipe cost & food-cost reports

The Recipe Mapping Dashboard shows per-item recipe cost, ingredients, add-ons, profit and margin. Ingredient-consumption reports show raw-material usage over a period. See Recipes.

Customer, employee & branch reports

Top customers and outstanding balances, employee/cashier performance and shift reports, and per-branch comparisons for multi-branch businesses. Cashier reports can print stock/shift summaries; a “My Orders Summary” report is available too.

Filters, date ranges & export

Every report supports date ranges and advanced filters (branch, category, user). Export to Excel/CSV or PDF for sharing and accounting. Finance dashboards can generate invoice PDFs and billing-period views.

Frequently asked questions

How do I see today’s sales?
Open Reports → Sales (or the Dashboard) and set the date to today. You can filter by branch, category and user.
How do I get a tax report for filing?
Run the Tax report for your period; it summarises tax collected. For tax-authority submissions, see Tax Integrations.
Can I export reports?
Yes — most reports export to Excel/CSV or PDF using the export button and your chosen date range and filters.