ReportingReporting
Feature Overview
The Reporting section gives restaurant owners and managers deep visibility into every aspect of their operation — from daily sales totals and employee performance to gift card activity, labor costs, and loyalty program engagement. Reports can be filtered by date range, Revenue Center, or employee, and selected reports can be subscribed to for automatic email delivery. Every report is organized into a clear category so you can find the data you need quickly.
Prerequisites / Requirements
- Your account must have Reports view or edit permissions.
- Some reports (e.g., Sales Report Summary, Payroll KPIs) are restricted to restaurant owners or accounts with specific sub-permissions.
- The Close-Out's report requires a separate Close-Out's report permission.
Step-by-Step Guide
Accessing the Reporting Hub
- In the left-hand navigation sidebar, click Reporting.
- The Reporting hub page opens, listing all available reports organized by category.
- Click any report name to open it.
Subscribing to Email Reports
- On the Reporting hub page, click the Get reports by email button (top right of the breadcrumb bar).
- Select the reports you want to receive and configure the delivery schedule.
- Click Save to activate your email subscription.
Report Categories & Available Reports
Enterprise Management Reports (Owner accounts only)
| Report | Description |
|---|
| Sales Report Summary | Sales summary across all restaurant locations |
Sales
| Report | Description |
|---|
| Sales Report | Sales by date and range |
| Daily Sales & Payments Report | Overview of daily sales and payment activity |
| Prior Period Recap | Sales comparison to a prior period |
| Product Mix | Detailed product mix with charts |
| Tax Detail | Summary of all tax-related transactions |
| Forecast Net Sales | Predictive sales forecast |
Payments
| Report | Description |
|---|
| Checks | Checks by status, payment method, and Revenue Center |
| Payments | Credit card batch settlements, history, and payment details |
| Cash-Out's | All cash-outs recorded in the restaurant |
| Close-Out's | All close-outs recorded in the restaurant |
| Cash Management Report | Daily safe reconciliation |
| Comps & Voids Report | Comps and voids by type, employee, and category |
| Comps & Discounts | Comps, discounts, and frequency analysis |
| Surcharges | Surcharges by type, employee, and category |
| Round It Up | Prediction for collected round-it-up payments |
Accounting
| Report | Description |
|---|
| iSiD Report | Sales report and export tool |
| General Ledger Journal Entries | Sales, payroll, and enterprise journal entries |
Loyalty & Gift Cards
| Report | Description |
|---|
| Gift Cards | Gift card activity, imports, and master list |
| Loyalty Program | Member details, accruals, and history |
| Loyalty Goals | Overview of loyalty objectives |
| Loyalty Usage | Customer engagement tracking |
| Loyalty Members Batch Update | Bulk update tool for loyalty member data (Beta) |
Employee
| Report | Description |
|---|
| Employee PPA (Per Person Avg.) | Employee sales and per-person averages |
| Employee Comment Cards | Comment cards by job and shift |
| Employees Report | Full list of employees and job classes |
| Labor | Daily labor, payroll, timecards, and auto clock-out |
| Payment Report by Employee | Payment type breakdown per employee |
| Tip Share Report | Detailed shared tips and server contribution report |
| Tip Share Summary Report | Brief tip share summary |
Menu
| Report | Description |
|---|
| Deleted Items in the Check | Deleted menu items from POS checks by staff (permission required) |
| Printers Map | Menu items mapped to each printer |
Other
| Report | Description |
|---|
| Export Orders | Export orders and checks to XLS |
| Incident Report | All incidents logged in the restaurant |
| Waiver Report | List of signed waivers |
| Guest-Facing Checkout Survey | Survey results from the guest checkout experience |
Running a Report
- From the Reporting hub, click the name of the report you want to run.
- On the report page, set the desired date range using the date picker at the top.
- Apply any additional filters available for that report (Revenue Center, employee, etc.).
- The report will load automatically or click the Run / Generate button if shown.
- To export the results, look for a Download or Export button on the report page.
Common Troubleshooting / FAQs
Q: A report I need is not visible in the list.
Report visibility is controlled by your account's permissions. Some reports — like the Sales Report Summary or Close-Out's report — require owner-level access or a specific sub-permission. Contact your restaurant administrator to request access.
Q: The report loaded but shows no data.
Verify that the selected date range includes days when activity occurred. If the restaurant was closed or no transactions were processed during that range, the report will be empty. Try expanding the date range to confirm whether data exists for nearby dates.
