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Getting Started

  • Your storefront address
  • Dashboard & Quick Actions
  • Set up your first menu
  • Going-live checklist
  • Overview

Menu & Inventory

  • Menu items
  • Sizes and pricing
  • Modifiers and option groups
  • Categories
  • Stock and 86ing
  • Menu timeslots
  • Pizza builder

Storefront

  • Branding
  • Hero banners
  • About page
  • SEO & discovery
  • Hours
  • Policies, links and announcements

Orders & Fulfillment

  • The order lifecycle
  • Managing orders
  • Delivery and drivers
  • Preorders
  • Refunds and cancellations
  • Open & Close
  • Kitchen printers

Payments

  • Payment options
  • Card payments and payouts

Marketing

  • Deals and coupons

Team

  • Roles and permissions
  • Inviting your team

AI Assistant

  • Merchant assistant
  • Customer assistant

Reports

  • Understanding your reports

Support

  • Support and issue routing

Account & Billing

  • Your plan and billing

Release Notes

  • What's new
Docs/Reports

Understanding your reports

Read your sales, orders, best sellers and daily trends, and see what card payments cost you and when payouts arrive.

The Reports page shows how your restaurant is doing: what you sold, which items move, how each day went, and what card payments cost you. Admins and managers can open it.

Reports with revenue, order counts, and top items for the selected periodReports with revenue, order counts, and top items for the selected period
Reports: sales, orders, and top items for the period you pick.

Choosing a period

Pick a preset (Today, Yesterday, Last 7 days, Last 30 days, This month, Last month or This year) or set your own dates, and the menu switches to Custom range. Everything on the page follows the period you choose, with the previous period alongside for comparison.

The five views

Sales

Your headline numbers for the period:

  • Gross sales, less Discounts and Refunds, gives Net sales.
  • Tax collected, Tips and Delivery fees, shown separately.
  • Charged to customers, Refunded to customers and Net collected: the money that actually moved.

Net sales counts completed orders only. An order still in progress, or one that was cancelled, isn't a sale yet, so today's number grows as you complete orders.

Orders

Every order in the period, searchable and sortable. Filter by type (all, pickup or delivery) and by status (all, completed or cancelled). If your role allows refunds, you can refund an order straight from this table. See Refunds and cancellations.

Items

Which menu items sold and how much they brought in, so you can spot your best sellers and the items that never move.

Daily

Performance day by day, with net sales, completed orders and average order value, so you can see your busy days and your quiet ones.

Fees & payouts

What card payments cost you and where the money went:

  • Card payments, Refunded to customers, Stripe processing fees, the PayperPlates fee (and any PayperPlates fee returned on refunds), and Dispute fees, down to Net to your Stripe balance.
  • Every payout to your bank, with its status: Scheduled, On its way, Deposited, Failed or Cancelled. Stripe pays out every Monday.
  • Your monthly plan fee and whether it's been paid.

See Card payments and payouts.

End-of-day totals

For one day's totals alongside your close-out, open that day under History on the Open & Close page.

Using what you learn

  • Check Items regularly. Feature your best sellers in a hero banner and rethink the ones that never sell.
  • Watch Daily to learn your rhythm, and plan staffing and prep around your busy days.
  • Compare This month with Last month to see whether you're growing.

You can also ask the merchant assistant, "what were my sales last week?", or use the quick questions at the top of the Reports page.

PreviousCustomer assistantNextSupport and issue routing

On this page

  • Choosing a period
  • The five views
  • End-of-day totals
  • Using what you learn
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