Reports are Owner and Manager only. A Staff or Read-only user is told so explicitly rather than shown an empty page — because "no permission" and "no takings" must never look the same.
Every report can be exported to CSV.
Period
Reports → Period is the general-purpose one: pick a date range and see what happened.
- Quick range buttons for the common spans, or enter dates as
YYYY-MM-DD. - Revenue and bookings across the period.
- "No bookings in this period" means the range is genuinely empty — not that something failed.
Use this for a month, a quarter, or "what did last Saturday actually do".
Z-report
Reports → Z is the end-of-day report — the one you run when you cash up.
It covers a single business day, as defined by Settings → Regional → Business day starts. For a venue trading past midnight, this is what keeps the whole night on one report instead of splitting it at 12:00am.
It shows:
| Section | What it tells you |
|---|---|
| Takings by tender type | Cash, card, gift card — what came in and how |
| Drawers | Each drawer session: opened, closed, opening float, expected, counted, variance |
| Shift summaries | Who was on, per register |
Drawer variance
Expected is what the system says should be in the drawer. Counted is what your staff physically counted. Variance is the difference, and it is recorded — not hidden, not quietly corrected.
A variance is information. Over time it is the only way a venue ever finds a till problem, a training problem, or a theft problem. Do not adjust the count to make it balance.
"Day still open" means a drawer session has not been closed yet, so those numbers are not final. Close the drawer, then run the Z.
"No takings recorded for this day" on a day you know you traded is worth a support ticket — see Troubleshooting.
Product mix
Reports → Product mix is what actually sold: which items, how many, what they made.
This is your menu-engineering report. It tells you what to promote, what to reprice, and what to take off the menu — and it is the honest answer to "does anyone actually order the special".
Prices used are the prices things were sold at, not today's prices. Editing a price does not rewrite history.
By source
Reports → Source answers: where did this booking come from?
| Source | Means |
|---|---|
| Your own website | Someone used the widget you embedded |
| Direct | Straight to your booking page |
| A campaign | A link carrying utm_source / utm_medium / utm_campaign |
| A referrer | Another site linked to you |
You do not have to configure anything. The embed forwards source information automatically — see Embed. Just use normal campaign links when you advertise, and this report will tell you which of them worked.
This is the report to open before renewing an advertising spend.
Exporting
Every report has an export that produces a CSV. Give it to your accountant, open it in Excel, or feed it into whatever else you run.
What reports do not cover yet
| Payroll export | Not built. Timesheets and payouts are on screen only — see 05 |
| Cross-venue group reporting | Per-venue only in the current app |
If either of those is blocking you, tell support — that is useful signal, not a complaint.
Reading them honestly
Three habits worth having:
- Run the Z after the drawer is closed, not during service. A day still open is a provisional number.
- Check refunds are in the picture. Rejected paid orders are refunded automatically; your net position, not your gross takings, is the real number.
- Gift cards sold are a liability, not income, until they are redeemed. Your accountant will care about the distinction.
Next
Still stuck? Email [email protected] with your venue name, what you were doing and what happened instead. Please don't send passwords — we will never ask for one.