How to View Reports in the Portal

On the portal, you can see three reports, which are: 

1. Daily report
   To view your daily report, click on the “Dashboard” menu on the sidebar. You can view sales reports, payments used, unpaid sales, category sales, and hourly sales.
   
   
   
   You can also use the available filters to select the report period. You can choose from the available periods or manually set the start and end dates using the calendar. If you scroll down, you'll see “Report sales by period” and “Hourly Sales”. 
   
   
   
   You can customize the settings for both of these reports in the report settings. If you're unsure, you can read the article about report setting configuration.
   
   
2. Menu sales report
   To view your menu sales report, click on the “Reports” menu on the sidebar then select "Menu Sales Report". You can see the menu items with the highest sales during the selected period, so you can find out which menu items are most popular with customers.
   
   
   You can also use the available filters to select the report period. You can choose from the available periods or manually set the start and end dates using the calendar.
   
   
3. Financial report
   To view your menu sales report, click on the “Reports” menu on the sidebar then select "Financial". The report is used to display the costs and margins from sales.
   
   
4. Financial Trend
   To view your menu sales report, click on the “Reports” menu on the sidebar then select "Financial Trend". The Financial Trend Report provides a comprehensive overview of a business's financial performance over a given period.
   
   
5. Price Level Comparation
   To view your menu sales report, click on the “Reports” menu on the sidebar then select "Price Level Comparation". This report is used to compare sales between member prices and regular prices.
   
   
6. Stock Item Sales
   To view your menu sales report, click on the “Reports” menu on the sidebar then select "Stock Item Sales". This report is used to display detailed sales information by item or menu, including price, tax, quantity sold, and total sales.
   
   
7. Tax Invoice
   To view your menu sales report, click on the “Reports” menu on the sidebar then select "Tax Invoice". This report is used to view official transaction records that display details of customer purchases, including item prices, taxes (GST), additional fees, and total payment amounts.
   
   

In addition, you can also view menu sales data based on amount, quantity, and table.