Every report in your Owner Dashboard is listed below by the question it answers. Find your question, then go to Reports in your dashboard and open that report from the section shown in parentheses.
Sales, orders, and tips
If you want to know | Open this report |
How much did I sell? | Total Sales (Sales) |
How many orders did I get? | Total Orders (Orders) |
How did my guests pay? | Payments By Type (Sales) |
How much sales tax did I collect? | Taxes or Total Sales (Sales) |
How much of my sales were taxed, untaxed, or tax exempt? | Taxable Item Sales (Sales) |
How much did my staff get in tips? | Tips (Sales) |
How much does a guest spend per order? | Average Order Value (Sales or Orders) |
Which items and options sell best? | |
Which menu categories sell best? | Sales by Category (Sales, select a single location first) |
How are my gift cards selling and being used? | |
Which coupons did guests use? | Coupon Usage or Coupon Breakdown (Sales) |
Payouts, fees, and refunds
If you want to know | Open this report |
How much landed in my bank account? | Payouts (Sales) |
What fees did I and my guests pay? | Fees (Sales) |
Which orders did I refund? | Refunds (Sales) |
Which orders were cancelled, and why? | Voids (Orders) |
How much cash went in and out of my drawer? | Cash Drawer History (Cash drawer) |
Guests and growth
If you want to know | Open this report |
How many website visitors place an order? | Order Conversion (Orders) |
Where do my new guests come from? | |
How much did my email and text campaigns bring in? | Sales Attributed to Email, SMS, & More (Marketing) |
How is my email and text list growing? | Email Subscribers and Text Subscribers (Marketing) |
How are my printed marketing materials doing? | Print shop performance (Marketing) |
How many people visit my website? | Website Visitors (Website) |
What problems are guests reporting? | Reviews (General) |
How much am I saving compared to marketplace apps? | Third Party Savings (Sales) |
Staff and detailed data
If you want to know | Open this report |
How much am I spending on staff? | Cost of Labor (Labor) |
What were all my order totals each day, in detail? | Explore Orders (Advanced) |
How many orders came from new vs. returning guests? | Explore Customers (Advanced) |
On your Owner POS
Your Owner POS has its own Reports screen for a quick look at the day. It shows:
Sales
Payment methods
Order channels
Tips
You can also print a sales report there. For item-level sales and everything else, use your dashboard.
Change the dates or export
Every report has a date picker at the top and an Export button in the top right. For the steps, see Export and print your reports.