How to Use the Sales Report

How to Get There

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

1. View By

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

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.

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.

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.

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.

Updated on: 08/10/2026