Other Reports
Feature Overview
The Other category in the Reporting Hub contains a set of specialized reports that do not fit into the standard sales, payments, or employee categories. These include tools for exporting raw order data, reviewing guest surveys, and logging operational incidents and signed waivers.
Prerequisites / Requirements
- Your account must have Reports view or edit permissions.
- The Guest-Facing Checkout Survey report requires that the survey be enabled and that guests have submitted responses. See Settings > Guest Facing Checkout Survey.
Available Other Reports
| Report | What It Shows |
|---|---|
| Export Orders | Exports all orders and checks for the selected period to an XLS file |
| Incident Report | Log of all incidents recorded in the restaurant |
| Waiver Report | List of all waivers signed by guests |
| Guest-Facing Checkout Survey | Survey results collected from the guest checkout experience |
Step-by-Step Guide
- From the Reporting Hub, click the report you want to run from the Other category.
- Set the date range using the date picker.
- Apply any additional filters if available (Revenue Center, employee, etc.).
- Review the report data on the page.
- Click Download or Export to save the output where the option is available.
Common Troubleshooting / FAQs
Q: The Guest-Facing Checkout Survey report is empty. Ensure the survey is enabled in Settings > Guest Facing Checkout Survey and that guests are checking out through the Katalyst guest-facing checkout screen. If both conditions are met and the report is still empty, no guests have submitted survey responses yet.
Q: The Export Orders report is downloading but the file is too large to open. Try narrowing your date range to a shorter period (one week at a time) to generate smaller, more manageable files. Very large date ranges can produce files with thousands of rows that may challenge standard spreadsheet applications.