Sales, item and tip reports
Find individual orders, see what each item sold, and review tips, then export the data or change an order's time.
Open Reports to see the list of reports. This article covers Order Sales, Item Sales and Tips. Settlements have their own article: Settlements.
Order Sales
Order Sales is a detailed list of single orders.
Choose a period
Use the date range picker at the top right. It includes times, so you can look at a single evening.
Filter and search
Click the filter button to narrow the list, for example by order source, payment type, order type or promo code. Use the search box to find a name or other detail. Active filters show as chips you can remove.
Open or export
Click an order number to open the order. Use the table's export button to download the list.
Each row shows the status, name, date and time, type, source, tables, comment, promo code, card types, receipt, gift card and amounts. Use the column selector to show or hide columns.
At the top, cards show the total for each payment source and for promo codes. These cards are shown to Admin and Manager users only.
In the Receipt column, click PDF to open the receipt. If the order was split between guests, you choose which guest's receipt to open.
Actions on a row
- The pencil (Edit Order) opens the order details.
- The printer (Print Order) opens the order for printing.
- The clock (change time) opens Change Designated Time, where you pick a new date and time and click Save. The toast Time changed confirms it.
In the code, the clock button is only shown for one specific location. Other companies change an order's time from the web POS instead: open the order and use Change Time on the receipt screen. See Receipts.
Item Sales
Item Sales adds up sales per item, so you can see how each product performs.
Choose a period and use the filter button for location, menu, category, item type, billing profile, payment provider and staff. The cards at the top show Total Sum (Admin and Manager only) and Total Quantity.
The table shows, for each item, its ID, name, quantity, discount, total, margin and VAT, plus totals per payment source. To get VAT figures for accounting, open the table menu and click Download VAT.
Tips
Tips lists all tips collected in the period. The default period is the current month.
The card Total amount shows the sum. The table shows Date, Amount and Staff. Tips with no staff member say Unspecified.
Tips only appear if tips are turned on in the POS. See POS settings.