Katalyst
← Support overviewSupport

Guides

Browse guides
Reporting

Running a Report

Feature Overview

Every report in the Katalyst Reporting section is interactive — you set the date range, apply any available filters, and the report loads with the data matching your criteria. Most reports can also be downloaded or exported for use outside of Katalyst.

Prerequisites / Requirements

  • Your account must have Reports view or edit permissions (some reports require additional sub-permissions).
  • At least one Revenue Center must be configured.

Step-by-Step Guide

  1. From the Reporting Hub, click the name of the report you want to run.
  2. The report page opens. Locate the date range picker at the top of the page.
  3. Select your desired start date and end date.
  4. Apply any additional filters shown on the page — these vary by report but may include:
    • Revenue Center — limit the report to a specific section of your restaurant
    • Employee — filter results by a specific staff member
    • Payment type — limit by payment method
  5. The report may load automatically after you set the filters, or click the Run or Generate button if one is shown.
  6. Review the report results displayed on the page.
  7. To download the data, look for an Export or Download button and click it. The report will download as an Excel or CSV file.

Common Troubleshooting / FAQs

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 or checking a date you know had activity.

Q: I cannot see an Export or Download button on the report. Not all reports include an export option. If download functionality is not available for a specific report, contact Katalyst support to inquire about data export options for that report type.