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Sales report

The sales report is your performance dashboard for one store: how much you sold, where orders came from, your best sellers and buyers, and an order-by-order list you can export.

Where to find it: open Insights → Reports, then tap the Sales summary card. Or go to /reports/sales.

Plan

This is a paid feature. Check that your current plan includes it before you rely on it. Open Plans and subscription to compare plans and upgrade.

Before you start​

  • You need orders in the date range you pick, or the panels read "Not available".
  • The report covers the store you're in. Switch stores from the store name at the top for a different one.

Steps​

  1. Open the report and set the date window at the top. Tap a preset chip: Today, Last 7 days, Last 30 days, or Last 90 days. This window drives every panel on the page.
  2. For any other window, set the From and To dates by hand. The chips switch to a custom range.
  3. Read the KPI cards across the top for the headline numbers.
  4. Look at Orders per period for the sales trend, and By channel for where orders came from.
  5. Check By service type (dine-in, pickup, delivery), then Top products and Top buyers for your best sellers and most loyal customers.
  6. Scan Top orders for your biggest tickets in the range.

Sales report Sales report

Export the transactions​

  1. Scroll to the Transactions panel at the bottom. It lists every order in the date range.
  2. Narrow it with the filter chips: by Service type and by Order status.
  3. Read the summary line above the table for the count of orders and total revenue after filtering.
  4. Tap Export to download a CSV. It includes the order number, date, customer, service type, channel, status, items, and total for each order in the current filter.

Tips​

  • The date window is everything. All the panels and the transactions list obey the same From/To range. If a panel is empty, widen the range first.
  • Filter before you export. The Export button downloads exactly what's showing, so set the service-type and status filters the way you want them first.
  • Total means your revenue. The money column is what the store earns on each order, not the full amount the customer paid. See Order pricing.
  • Sales summary card = this report. Opening the Sales summary card in the reports hub brings you straight here.