Analytics & Reporting
Sales, revenue, and custom reports with data export
Analytics & Reporting
Analytics & Reporting provides comprehensive business intelligence with sales analytics, revenue tracking, and exportable reports for accounting and business decisions.
Datev Export
Export data in German accounting format:
Step 1: Navigate to Reports > Datev
Step 2: Select date range
Step 3: Click Generate Export
Step 4: Download the DATEV-compatible file
Step 5: Import into your accounting software
Billing Reports
Sales Summary
View comprehensive sales data:
Step 1: Navigate to Reports > Sales
Step 2: Select time period
Step 3: View breakdown by:
- Order type
- Payment method
- Day/week/month
Charges Summary
View all charges and fees:
- Platform fees
- Transaction fees
- Delivery charges
- Service charges
Reports Tab
Access detailed financial reports:
| Report Type | Description |
|---|---|
| Daily Report | Sales per day |
| Weekly Report | Week-over-week trends |
| Monthly Report | Monthly summaries |
| Custom Report | Choose your dates |
Key Metrics
Understanding your data:
| Metric | Description |
|---|---|
| Gross Revenue | Total sales before deductions |
| Net Revenue | After discounts and refunds |
| Order Count | Number of orders |
| Average Order Value | Revenue ÷ Orders |
| Customer Count | Unique customers |
| New vs Returning | Customer acquisition |
| Revenue by Channel | Website, POS, apps |
| Revenue by Payment | Cash, card, online |
Date Range Selection
Step 1: Click the date picker
Step 2: Choose preset range:
- Today
- Yesterday
- This Week
- Last Week
- This Month
- Last Month
- This Quarter
- Custom Range
Step 3: For custom range, select start and end dates
Step 4: Click Apply
Exporting Reports
Step 1: Generate the report you need
Step 2: Click Export button
Step 3: Choose format:
- CSV - For spreadsheets
- Excel - Formatted workbook
- PDF - Printable report
- DATEV - German accounting
Step 4: Download the file
Revenue Breakdown
View revenue by category:
By Order Type
- Delivery revenue
- Pickup revenue
- Dine-in revenue
By Payment Method
- Cash payments
- Card payments
- Online payments
- Gift card redemptions
By Source
- Website orders
- POS orders
- Google orders
- Third-party integrations
Comparison Reports
Compare periods to track growth:
Step 1: Select primary period
Step 2: Enable comparison
Step 3: Select comparison period:
- Previous period
- Same period last year
Step 4: View difference metrics:
- Percentage change
- Absolute change
- Trend direction
Tax Reports
For accounting and compliance:
Step 1: Navigate to Reports > Tax
Step 2: Select tax period
Step 3: View tax breakdown:
- Sales by tax rate
- Total tax collected
- Tax by category
Step 4: Export for accountant
Dashboard Analytics
Quick metrics on your dashboard:
Step 1: Go to main Dashboard
Step 2: View KPI cards:
- Total Orders
- Revenue
- Average Order
- New Customers
Step 3: See trend indicators (up/down arrows)
Step 4: Click any card for detailed view
Performance Insights
Identify patterns and opportunities:
Best Selling Items
- Top products by revenue
- Most ordered items
- Trending items
Peak Hours
- Busiest times
- Order distribution by hour
- Day-of-week patterns
Customer Insights
- New vs. returning
- Customer lifetime value
- Order frequency
Scheduled Reports
Automate report delivery:
Step 1: Create a report
Step 2: Click Schedule
Step 3: Configure:
- Frequency (daily, weekly, monthly)
- Recipients (email addresses)
- Format (CSV, PDF)
Step 4: Click Save Schedule
Reports will be emailed automatically.
Best Practices
Daily:
- Check yesterday's totals
- Compare to typical day
- Note any anomalies
Weekly:
- Review week-over-week trends
- Analyze by order source
- Track customer metrics
Monthly:
- Generate monthly summary
- Export for accounting
- Review year-over-year
- Identify growth areas