Orders & reports

Reports

Find business reports, build your own with templates or AI, and reconcile sales, payments and accounting.

Where to find reports

Open Reports in the main menu for your location. Live trading numbers (today's sales as they happen) live on the Dashboard at the top of the sidebar; the Reports section is for reconciling, reviewing, and exporting.

Your dashboard

The Dashboard opens on Overview with today's sales, order count, average order, busiest hours and top products. Use Today, Last 7 days, Last 30 days, or the From/To dates and channel filter to change the selection. My dashboard keeps your saved widgets, including discount performance.

Worth your attention explains sales, refund and preparation patterns that may deserve review and links to the relevant screen. These prompts need enough data; they are not proof of a problem. Sales-drop checks wait until the selected dates are complete. Missing data is shown as unavailable rather than zero.

Run the day shows current End of Day status, paired devices and links to upcoming orders and the daily schedule. Current operational recommendations and End of Day status do not change with the sales date filter. Preparation times use all channels.

Managers can press Customize on the Dashboard to make it their own:

Start from the standard dashboard turns the built-in layout into editable widgets — rearrange them, rename them, resize them, or remove the ones you don't use.
Widgets can be set for the whole company (owners and admins) or just one location (managers), and each can be locked so it always stays visible for everyone below — handy for the numbers you want every manager watching.
Anything not locked can be hidden from your own view without affecting anyone else.
You can also choose which filters appear on the dashboard for your team.
Press Add with AI and describe the widget you want in plain English — "average order value by day for the last two weeks" — and the assistant shows you a live preview before anything is saved. The Widget gallery on the Customize page has ready-made widgets you can add with one click.
Use the Compare to filter to see how the period stacks up against the previous period or the same time last year — the sales tiles show green/red change badges.
Some widgets link straight through to the matching Orders page for the same date range.

Alerts

Ask the AI for an alert — "email me if refunds go over $200 today" — and it will watch the number hourly and email you when it crosses your threshold (at most once per cooldown, so no inbox floods). Managers can pause or remove alerts from the Customize page.

Find the right report

Start on Help me choose if you are not sure what you need. Choose a question about trading, products, customers, bookings, money or follow-up work. Each question suggests a first report and useful next steps. Daily check-in, Weekly business review and Month-end handover provide short review routines with dates already selected.

Use Browse reports for a compact list grouped by Sales, Products, Customers, Bookings & memberships, Finance, and Operations. You can search everyday phrases such as “best sellers”, “busy hours”, “unpaid” or “renewals”. Saved reports holds your personal and shared reports, with pinned reports first; Module reports holds reports from connected business apps. The browser Back button restores your search and filters. Availability depends on your role and enabled business apps.

Suggested reports open with an appropriate date range, shown beside the result. You can change it after opening. Standard reports explain what to look for and suggest a related question to explore next.

Managers can run these standard reports without creating a copy:

Sales: daily and weekly sales, channel, order type, busiest hours, weekday trading, basket size and discounted orders.
Products: product sales, categories, product families, modifier choices and product reach (the share of orders containing an item).
Customers: customer spending, daily identified versus anonymous activity, and new versus returning customers at this location.
Bookings & memberships: attendance, bookings by product, booking lead time, membership join cohorts and upcoming membership period endings.
Finance and operations: refunds and comps, outstanding order balances, tender movements, GST, deferred revenue, card fees, cash-up, staff activity, end of day and tills. Owners and admins also have a company payout-statement link.

Open How to read this report for the meaning of its figures. Sales show settled order values on their original trading date, after discounts and before later refunds. Refund movements use the date of the movement. Order value is not the same as earned revenue: gift cards and future services need separate accounting. Booking reports use service dates and current status; membership join cohorts show current status for memberships started in the selected period.

Create and reuse reports

Managers can choose Create report, or open a standard report and choose Customise report:

Choose a report template.
Select and reorder columns, choose a table or chart, and set the default sort. Charts need a label and a numeric value.
Run a preview with dates and an optional channel.
Give the report a name and description. Choose Only me or This location; owners and admins with access to all locations can also share with the company.
Save the report. Reopen it to edit, duplicate, export or schedule it. Sharing publishes the definition to colleagues; the report still runs for the location where it is opened. Shared definitions can be pinned.

Preview dates and channel are temporary. Saved reports normally open with the last 30 local calendar days; Membership period endings opens with the next 30 days, including today. Selecting a different template resets the preview to its suggested period. You can change dates each time. Use Save a copy to change the visibility of an existing definition. If someone edits the same report while it is open, reload before saving.

Owners and admins can choose Create with AI or Describe it to AI to explain a report in natural language. For example: “Compare our weekly sales by ordering channel”, “Show cancellations by booking product”, or “Show the current status of memberships that joined this quarter”. The assistant starts with your location and previews a report before saving. It uses your existing OpenRouter connection and default model. Existing custom AI reports continue to work. Shared AI changes use the assistant’s approval flow; managers can create personal or location reports with the guided builder.

The Conversion Funnel and Customer Segments reports cover the whole company. They are available to managers with access across all locations. Customer segments show the current lifecycle and lifetime-value summary, rather than a historical snapshot.

Filter, export and print

Use date shortcuts or enter inclusive From and To dates, up to 366 days. The location timezone is shown beside the controls. Search results, click a column heading to sort, and page through long tables. Export CSV includes all returned rows matching the search in the selected order, not just the visible page. Currency values export as decimal amounts with the currency in the heading. Print includes all filtered rows.

Standard and saved custom reports return at most 1,000 rows. A notice appears if that limit is reached; narrow the dates before treating the result as complete. Charts show up to 30 rows, and pie charts show positive values. Finance reports stop with an error if a required read fails, rather than displaying partial totals.

Emailed reports

Open any report and press Add schedule to have it emailed automatically — daily (covers yesterday), weekly (the last 7 days), or monthly (the previous month), at the hour you choose in your location's timezone. Recipients get the report as a table in the email plus a link to the live version. Requires your email provider to be set up under Settings.

Save a chat answer as a report

When the Data assistant answers a question with a table, press Save as report on the result — the Dashboards assistant turns that exact query into a saved, filterable report.

End of day

End of Day has its own task panel at the top of Reports. Daily task invites you to review the current trading day when trading is finished; Close saved links to its saved close. Action needed means a scheduled close is flagged for attention, and opens the earliest flagged day. The panel also shows open drawers and the last saved close. Refresh its status after work elsewhere.

The current trading day can differ from the calendar date when your location trades past midnight. The panel does not declare older days complete or mark today's unfinished trading as overdue. If its status cannot be loaded, it says Status unavailable and still lets you open the close screen. Inactive locations offer their close history.

The End of day report is your daily close-out:

Open Reports → End of day for the business date you're closing.
Run the preflight check. It flags anything that needs attention first — like tills that haven't been counted or orders still open. Blockers must be resolved (or force-closed by an admin) before the day can lock.
Review the snapshot — sales, tips, tax, tenders, and the cash variance between counted and expected cash. If you use your bank's EFTPOS terminals, a Bank terminal settlement section shows each terminal's settlement totals as the terminal reported them, or why they couldn't be fetched (see Your bank's EFTPOS terminals).
Close the day. This locks the books for that date so the numbers can't silently change underneath your accounting.
Press Download Xero CSV to get the day's journal ready for your accounting software.

If something genuinely needs fixing after a day is closed (say, a late refund), the adjustment is tracked separately under Adjustments to closed days, so the original report stays intact. The page also keeps your latest 60 reports one click away.

Cash-up variance

Reports → Cash-up variance shows till counts versus expected cash per device over any date range — the quickest way to spot a drawer that's repeatedly over or short. Daily till counting itself happens on the POS; see Payments and till.

Revenue and accounting

Reports → Revenue & accounting uses closed end-of-day snapshots and shows how many days in the range are covered. It is a revenue summary, not a complete profit-and-loss statement. It breaks revenue down by account code with a Xero-ready CSV download. Map your products and categories to account codes under Settings → Accounting — sales, tax, tips, refunds, processor fees, surcharges, gift card liability, and more each flow to the account you choose, so the export drops straight into your ledger.

GST / tax

Reports → GST separates sales tax on settled orders from recorded refund adjustments. Sales use the original trading date; refunds use their local movement date. Review this with your accounting records when preparing tax returns. Your default tax rate is set under Settings → Organisation.

Tenders

Reports → Tender movements gives a daily breakdown by payment type — cash, card, gift card, and store credit. Use it to match card totals against your Stripe payouts and cash totals against your banking.

Money taken and money refunded are shown separately, not netted against each other, with a Net column for what actually stayed. A quiet trading day and a busy day with heavy refunding produce very different figures that would otherwise look identical. Refunds appear against the payment type they went back out on. Comps aren't included — they move no money.

Card payments & fees

Reports → Card payments & fees lists every card sale at this location over a date range, with the fee it was charged and what you netted after fees, plus totals for the period and a CSV download. It's the place to check what a specific sale actually cost you, or to reconcile a location's card takings against what landed in your bank.

It doesn't include costs that aren't tied to a single sale — your monthly account fee, card reader charges, payout processing, and any disputes — because those apply to the whole business rather than one location. A card sale's fees can also include fees owed from earlier — such as the platform fee on a cash or other non-card sale, from any location — collected through that sale; the CSV download shows those in an Earlier fees collected column, apart from the sale's own Platform fee. Owners and admins can see those, plus every location's figures together, in the full payout statement under Settings → Payments; this report links straight there for them.

Staff activity

Reports → Staff activity attributes payments, refunds and cancellation actions to the recorded staff member. It shows payment handling rather than sales ownership. Split payments count separately and automated or unattributed activity remains visible.

Exporting to Xero and other accounting software

The End of day and Revenue & accounting reports both produce CSV files formatted for Xero import.
The same files open in Excel or import into other packages — they're plain CSV.
Set up your account code mapping once under Settings → Accounting and every export uses it automatically.

Tips

Close every trading day, even quiet ones — gaps make month-end reconciliation harder.
If your card totals don't match Stripe, check the Tender movements report for the day and remember payouts arrive on Stripe's schedule, not the trading date.
Want raw data for your own analysis? Everything is also available via the API — see /developers.

Deferred revenue

Review opening and closing booking and gift-card liabilities, deferrals, releases and the age of the remaining balance. Releases consume the oldest amounts for the same booking line or gift card. Cross-location releases can appear without a matching local deferral; the report calls this out. The current company gift-card cross-check is available to unrestricted owners/admins only when the end date is today.

Reading the newer reports

Weekday trading compares average value per day with sales, alongside the number of days observed. It does not include closed days or days with no settled orders in that average.
Basket size & spend keeps item units and average order spend separate, so price changes are not mistaken for customers buying more items.
Product reach counts an order once for each product it contains, even if the product appears on several lines. Percentages overlap across products and should not be added together.
New & returning customers uses the first settled purchase at this location across all channels. Anonymous or deleted customers stay separate. This is a cohort comparison, not a retention percentage.
Booking lead time measures local calendar days between booking creation and service. Cancellations and no-shows remain visible; unconfirmed holds and pending payments are excluded. Rescheduling can change the measured gap.
Membership period endings starts with the next 30 days, including today. It shows active, past-due and paused memberships with a recorded period end, including planned cancellations. A period ending is not a promise of renewal or successful payment.
Unpaid balance ageing groups today's outstanding balances by how long the selected orders have been open. Extend the opening-date range to include older orders, then use Outstanding orders to follow up. It is not invoice overdue ageing or a historical debt snapshot.