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Feature: Reporting

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Overview

:::info The Basic Reporting module is active by default for each customer and not cancellable or bookable. :::

The Reporting module delivers every number a restaurant needs — from the nightly close to monthly revenue exports. Daily closures capture revenue, covers, payment types, VAT, discounts, and per-user cash handling. Periodic reports aggregate any date range into a single exportable summary including a full article list.

Core Reporting Features

Feature

Description

Daily closure

End-of-day summary with revenue, covers, payment types, VAT, discounts, and per-user cash breakdown

Periodic reports

Aggregate any custom date range into one report covering all daily closures within that period

Revenue by category

Breakdown of total revenue split by product categories (e.g. food, drinks, desserts, miscellaneous)

VAT breakdown

Per-rate VAT summary showing net base and tax amount for each applicable rate

Export function

Periodic reports and article lists exportable as CSV or Excel

Voucher report

Overview of all issued vouchers with status, remaining balance, issue date, and per-voucher PDF export

Daily Closure

Each daily closure is automatically generated at end of day and contains a complete, immutable snapshot of that day's operations.

Key metrics at a glance:

  • Tables served, total revenue, total covers

  • Average revenue per table and per cover

Revenue by category:

  • Absolute and percentage split across all configured product categories (e.g. food, drinks, desserts, miscellaneous)

Payment types:

  • Split by card, cash, voucher, and house account — each with absolute amount and percentage share

VAT breakdown:

  • Per configured VAT rate: net base amount and tax amount

  • Total VAT across all rates

Per-user cash handling:

  • Opening float, cash taken in, and closing float per staff member — for full cash accountability

Discount overview:

  • Discount types (e.g. staff discount, happy hour, loyalty credit), number of uses, total discount amount, and applied rate per type

Periodic Reports

Any date range can be selected and all daily closures within that range are aggregated into a single periodic report.

Preset ranges:

  • Last 7 days

  • Current or past calendar month

  • Current or past quarter

  • Custom date range (any start and end date)

Report content:

  • Total number of daily closures included

  • Total revenue and average daily revenue

  • Total article positions sold

Article list export:

  • All sold articles for the selected period as a structured list

  • Ideal for accounting and inventory management

  • Export as CSV or Excel

Dashboard Metrics

Reporting provides always-current, automatically calculated key metrics, e.g.:

  • Daily revenue and cover count

  • Average revenue per table and per cover

  • Revenue split by payment type

:::danger Pricing

DO NOT QUOTE FROM THIS PAGE Quotable pricing information can be found only at Pricing & Packages :::

:::info Known Issues

Deeper Troubleshooting :::