Accessing the Reporting Hub

Feature Overview

The Reporting Hub is the central page where all of your restaurant's available reports are listed and organized by category. From here you can launch any report, subscribe to email delivery, and quickly find the data you need — whether you are reviewing daily sales, tracking employee performance, or auditing gift card activity.

Prerequisites / Requirements

• Your account must have Reports view or edit permissions.
• Some reports are restricted to restaurant owners or accounts with specific sub-permissions (such as the Sales Report Summary or Close-Out's report).

Step-by-Step Guide

1. In the left-hand navigation sidebar, click Reporting.
2. The Reporting Hub page opens with all available reports organized by category.
3. Scroll through the categories to find the report you need, or scan the category headers: Enterprise Management, Sales, Payments, Accounting, Loyalty & Gift Cards, Employee, Menu, and Other.
4. Click the name of any report to open it.

Common Troubleshooting / FAQs

Q: A report I need is not visible in the Reporting Hub. Report visibility is controlled by your account's permissions. Some reports require owner-level access or a specific sub-permission. Contact your restaurant administrator to request access to a specific report.

Q: The Reporting option is not visible in my sidebar navigation. Your account may not have Reports view permissions. Contact your manager or Katalyst support to have the appropriate permissions added to your account.