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# How to Use the Sales Report

# How to Use the Sales Report

|| The Sales Report helps you track your restaurant's sales performance, including completed orders, revenue, fees, tips, discounts, and other sales information.

## How to Get There

1. Go to **Reports** from the left sidebar.
2. Select **Sales Report**.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-35817_dkx039.png =900x700)
![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-35844_1qk66f5.png =900x700)

## 1. View By

The **View By** filter controls how your sales data is grouped.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-35944_1fvg9g7.png =300x350)


You can choose:

* **Day** — Shows sales for each individual day.
* **Week** — Groups sales by week.
* **Month** — Groups sales by month.
* **Payment Method** — Groups sales based on the payment method used.
* **Order Type** — Groups sales based on the order/service type.

For example, select **Day** to view your sales separately for each day.

## 2. Date Range

Use the date range filter to select the period you want to view.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-35927_vryg3o.png =250x350)

Available options include:

* **Today** — Today's sales.
* **Yesterday** — Yesterday's sales.
* **Last 7 Days** — Sales from the last 7 days.
* **Last 30 Days** — Sales from the last 30 days.
* **This Month** — Sales for the current month.
* **Last Month** — Sales from the previous month.
* **Custom** — Select your own date range.

You can also use the date selector to choose a specific period.

## 3. Columns

Click the **Columns** icon to choose which information you want to display in the report.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-35859_1eu9jk5.png =340x600)

Available columns include:

* **Completed Order** — Number of completed orders.
* **Subtotal** — Total value of items before additional charges.
* **Delivery Fee** — Total delivery fees collected.
* **Tips** — Total tips collected from customers.
* **Packaging** — Total packaging charges.
* **Service Fee** — Total service fees collected.
* **Tax** — Total tax amount.
* **Discounts** — Total discounts applied to orders.
* **Avg Order Value** — Average value of orders.
* **New** — Number of orders with **New** status.
* **In Kitchen** — Number of orders currently being prepared.
* **Ready** — Number of orders marked as ready.

Select the columns you need to display and leave the others unchecked.

## 4. Total Sales

At the bottom of the report, the **Total** row shows the **total sales value** for the selected period and filters.
This gives you a quick view of the **overall sales generated during the selected period**.

## 5. Export the Report

Click the **Export** button to download your sales report.

An **Export Sales Report** window will open with additional options.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-08-at-42140_1qzrq33.png =900x700)

### Date Range

Select the date range for the exported report.

You can choose options such as:

* **Today**
* **Yesterday**
* **Last 7 Days**
* **Last 30 Days**
* **This Month**
* **Last Month**
* **Custom**

### Order Type

Choose which order types you want to include in the export:

* **Delivery**
* **Pickup**
* **Dine-in**

You can select one or multiple order types.

### Order Status

Choose which order statuses should be included:

* **New**
* **In Kitchen**
* **Ready**
* **Completed**
* **Cancelled**
* **Payment Pending**

You can select multiple statuses.

### Fields

Choose how much information you want to include:

* **Summary** — Exports a summarized sales report.
* **Custom** — Allows you to choose the required fields for the export.

### Format

Choose the format in which you want to download the report:

* **Excel** — Microsoft Excel format.
* **CSV** — CSV format for spreadsheet or data analysis.
* **PDF** — PDF format for easy viewing or sharing.

After selecting your required options, click **Export**.

## Example

If you want to export the sales report for the last 7 days:

1. Go to **Reports → Sales Report**.
2. Select **Last 7 Days**.
3. Click **Export**.
4. Select the required **Order Types**.
5. Select the required **Order Statuses**.
6. Choose **Summary** or **Custom** under Fields.
7. Select **Excel, CSV, or PDF**.
8. Click **Export** to download the report.

| This allows you to create a sales report based on your preferred date range, order type, order status, fields, and file format.