Skip to main content

Sales Reports

Who this is for

Owners, finance staff, and managers who need revenue, tender, and item-performance reporting.

Before you start​

  • Confirm the correct brand and shop scope.
  • Confirm the date range before you compare results.
  • Decide whether you need a summary, a breakdown, or a transaction-level report.

Open this page​

Open Reports -> Sales Reports.

What this page is for​

Sales Reports is the main financial reporting area in HQ.

Use it to answer questions about:

  • revenue trends
  • sales mix
  • payment mix
  • discount impact
  • transaction history
  • customer and member contribution

Sales Reports

Main report groups​

Use this group for high-level performance review.

Examples:

  • Sales Overview
  • Sales Summary
  • Annual Turnover
  • Hourly Report
  • Revenue Attainment

Breakdown analysis​

Use this group when you need to slice performance by business dimension.

Examples:

  • Sales by Item
  • Sales by Section
  • Sales by Department
  • Sales by Discount
  • Payment Methods

Detailed records​

Use these reports when you need record-level or audit-style detail.

Examples:

  • Transaction List
  • Food Cost
  • Item Sold Out

Customers and partners​

Use this area when you need member or customer-linked analysis.

Example:

  • Members

How to use this page​

Start broad, then move into detail:

  1. Use summary reports to confirm the overall result.
  2. Use breakdown reports to locate the source of the change.
  3. Use detailed records when you need receipt-level or item-level confirmation.

What changes after you save​

These reports are mainly for viewing, filtering, and exporting. They do not usually change store behavior, but the wrong scope or date range can still lead to the wrong decision.

How to check your result​

  1. Confirm the correct brand and shop scope.
  2. Confirm the date range.
  3. If a number looks wrong, compare it with a related report instead of immediately changing filters everywhere.

If something goes wrong​

  • Check the selected scope first.
  • Check the selected date range second.
  • If totals still look inconsistent, compare summary and detailed reports for the same period.

When to ask owner/admin​

  • The output affects accounting, payroll, tax, or compliance decisions.
  • You cannot explain the difference between two report results for the same period.