Reports

Every module feeds reporting continuously — there is no "generate report" step that goes stale. If the day is closed, the day's numbers are final; if it isn't, reports say what the system knows so far.

The Reports menu is organised as three tabs — Food Sale, Purchase & Inventory and Raw Material Sale — each a wall of focused reports rather than a few giant ones. This section catalogues them:

• Sales & Customer Reports — everything on the Food Sale tab: sales by every dimension, hourly analysis, dues, riders, reviews, cancellations, discounts and menu engineering.
• Purchase & Stock Reports — supplier bills and payments, stock movement and valuation, reorder alerts, and the raw-material (ingredient sale) family.

Accounting has its own reporting chapter — see Reports & Period Close — and the Dashboard is the daily at-a-glance layer on top of all of this.

How every report works#

Almost all reports share one filter bar, and one habit: nothing loads until you press Search.

• Date window — start and end date and time, defaulting to your business-day boundary, with arrows to step a day at a time.
• Date Filter Type — whether an order counts by its order date, payment date, register date or menu date. The same window can answer "what did we sell?" and "what did we collect?" — this dropdown is the difference.
• Scope filters — branch, brand, order type, and where relevant a cashier, waiter, rider, shift, customer, item, category, department or account picker. Reports only show the filters they actually use.
• Export — result tables carry Thermal Print, PDF Print and Download Excel buttons, so the same filtered view goes to the kitchen printer, a PDF, or a spreadsheet.

Report column settings#

Most tabular reports let each user choose which columns they see — an accountant wants cost columns a shift manager doesn't. Administrators can apply a column layout in bulk to many users at once, so a standard view rolls out to the whole team instead of being configured forty times.

Habit worth building: pick the three numbers that tell you the day was normal (e.g. gross sales, void total, cash variance) and glance at them every morning on the day close summary. Reports are most valuable when reading them is routine, not investigation.