Reports Overview
Who this is for
Owners, finance staff, managers, and analysts who need to choose the correct HQ report before running it.
Before you start
- Decide whether your question is about sales, operations, or audit history.
- Confirm the date range, brand, and shop scope you need.
What this section is for
The Reports area is split into two main families:
Use the correct report family first. That will save time and reduce reporting mistakes.
How to use this section
Use Sales Reports when you need
- revenue totals
- hourly or annual performance
- sales by item, section, department, discount, or payment method
- transaction history
- food cost or member analysis
Use Operations Reports when you need
- staff attendance or staff activity
- deposits or returned order audit records
- kitchen or delivery operations
- non-revenue operational monitoring
Common tasks
- Compare performance over time: use Sales Reports.
- Investigate discounts, returns, or staff actions: use Operations Reports.
- Check tender mix for reconciliation: use Sales Reports.
- Review service or kitchen process behavior: use Operations Reports.
What changes after you save
Reports are mainly for viewing, filtering, and exporting data. They usually do not change store behavior, but using the wrong scope or date range can still produce the wrong answer.
If something goes wrong
- Confirm the correct report family.
- Confirm the correct date range.
- Confirm the correct brand and shop scope.
- Re-run the report after adjusting only one filter at a time.
When to ask owner/admin
- The report output affects finance, payroll, or compliance decisions.
- You cannot explain why the totals differ between two report types.