Sales Reports

Feature Overview

The Sales category in the Reporting Hub contains reports that give you detailed visibility into your restaurant's revenue performance — from daily totals and payment breakdowns to product mix analysis and forecasting. These reports are the foundation of understanding how your business is performing over any given period.

Prerequisites / Requirements

Your account must have Reports view or edit permissions.
The Sales Report Summary (enterprise-wide view) requires an owner-level account.

Available Sales Reports

Report	What It Shows
Sales Report	Total sales broken down by date and date range
Daily Sales & Payments Report	Overview of daily revenue and payment activity
Prior Period Recap	Side-by-side comparison of current and prior period sales
Product Mix	Detailed breakdown of what sold, with charts and quantity data
Tax Detail	Summary of all taxes collected, broken down by tax category
Forecast Net Sales	Predictive sales projection based on historical data
Sales Report Summary (Owner only)	Aggregated sales summary across all restaurant locations

Step-by-Step Guide

From the Reporting Hub, click the name of the Sales report you want to run.
Set the date range using the date picker at the top of the report page.
Select a Revenue Center filter if you want to limit the data to a specific area.
The report loads automatically or click Run if shown.
To export, click the Download or Export button on the report page.

Common Troubleshooting / FAQs

Q: The Sales Report Summary is not visible in my list. This report is restricted to restaurant owner accounts. If you need access, contact your Katalyst account owner or administrator.

Q: The Product Mix report is showing items I thought were removed from the menu. The Product Mix report reflects all items that were sold in the selected date range — including items that have since been deactivated or removed from the menu. Historical sales data is preserved regardless of current menu status.