Reports Overview
The Reports section helps you understand your business performance. You can track sales, review transactions, study customer behaviour, watch your margin, and compare any period to the one before it — all from real, signed-in data.
Reports come in two tiers:
- Reports (Basic) — viewing every report type. Included in paid plans.
- Reports (Advanced) — exporting reports as Excel files. Included in higher-tier plans.
Sales reports
| Report | What it shows |
|---|---|
| Sales Report | Revenue over time with daily, weekly, or monthly views. |
| Item Report | Sales broken down by individual product or service. |
| Sales by Category | Revenue grouped by product category. |
| Sales by Payment Method | Revenue grouped by tender (cash, GCash, Maya, card, ...). |
| Best Sellers | Top products by revenue and units. |
| Sales Heatmap | 7×24 grid showing busiest day-and-hour windows for staffing decisions. |
Analytics reports
These reports were added in the May 2026 analytics expansion. Each one supports period-over-period comparison — pick a comparison range (previous period, last week, last month) and the dashboard will overlay the delta percentage on every KPI tile.
| Report | What it shows |
|---|---|
| Hourly Sales | Revenue, order count, and AOV by hour. Use for shift planning. Open guide → |
| Staff Performance | Per-staff sales, orders, AOV, refund rate, discount usage. Open guide → |
| Order Types Breakdown | Sales split by Dine-In, Take-Away, Delivery, Pick-Up, and Service. Open guide → |
| Discount Analysis | Discount usage count, discounted revenue, and margin impact. Open guide → |
| Customer Insights | New vs returning, AOV, frequency, repeat customers. Open guide → |
| AOV Trends | Average order value over time with trend line. Open guide → |
| Customer Retention | Cohort retention curves and repeat-purchase rate. |
| Refund Reasons | Refund volume and amount grouped by normalised reason. |
| Cash Variance | Per-session over/under by closed session. |
| Gross Margin (categories) | Gross profit and margin by product category. |
| Gross Margin (products) | Top and bottom margin products. |
| Inventory Health | Slow movers, dead stock, days of supply, sell-through. |
| Upcoming Events | Booking and reservation volume by status. |
Transaction report
The Transaction report lists every payment transaction (completed, pending, cancelled, expired) with method, status, amount, and a link back to the order. This list uses endless scroll — scroll to load more, no page numbers. The first page is cached so cold-open is instant; further scrolling pulls fresh data.
Period-over-period comparisons
Every analytics report has a comparison toggle. Pick:
- Previous period — same number of days immediately before your current range.
- Last week — same days last week.
- Last month — same days last month.
- Custom — pick any explicit range.
KPI tiles show the comparison delta as a percentage (green up, red down) and the absolute difference. Trend charts overlay both ranges so you can see the shape of the change at a glance.
Why reports matter
Reports take the guesswork out of running your business. You can use them to:
- Track revenue trends and spot growth or decline.
- Identify best-selling items and stock accordingly.
- Reconcile payments across different payment methods.
- Spot operational pressure using hourly, heatmap, event, and cash variance reports.
- Protect margin by reviewing discounts, refunds, gross profit, and inventory health.
- Coach your team with per-staff performance breakdowns.
- Find your repeat customers and design loyalty / promo offers around them.
- Share data with your accountant using exported Excel files.
How to access reports
- Open the sidebar menu.
- Tap Reports from the navigation list.
- Pick a report from the Report Hub.
- Set your date range, filters, and (optionally) a comparison range.
- For exportable reports, tap the export icon in the top-right.
Plan availability
Reports are included in paid subscription plans. The export-to-Excel surface needs the higher-tier Reports (Advanced) plan feature.