Reports

Reporting turns order data into decisions. Every report shares the same machinery — a date range, filters, chosen columns, an export — so learning one teaches you all of them.

Where to find it

Dashboard → Reports (/reports/order-list) — Admin, Co-Admin — other roles see reports scoped to their own outlets

For the full list of what exists, see Report catalogue. This page is about how to use them.

What every report shares

A date range. Presets cover today, yesterday, the last 7 days, 4 weeks, 3 months and 12 months, plus month, quarter and year to date, or a custom range. The maximum span is 366 days — a longer range is refused rather than silently truncated, so pull year-on-year comparisons as two ranges.

Filters. Most reports filter by outlet, order status, payment method, order channel and amount. Filters combine, and an empty result usually means one filter too many rather than no data.

Columns you choose. Add or remove columns, and the choice is remembered per report on that browser — so the view you built is the view you come back to.

CSV export on list reports, with personal data masked in the file. That is deliberate: an export is the most likely thing to end up in an email or a shared drive.

A report can be missing rather than empty

Reports are gated by the modules your account has. If wallet, rewards, memberships, referrals, earnings or settlements are switched off, their reports are not shown at all. See Modules & system.

Which report answers which question

Question	Report
What did we sell, and when?	Order List, Order Summation
Which dishes actually move?	Item Wise
Which outlet is performing?	Outlet Wise
What do we owe in tax?	Tax Wise
Which payment methods do customers use?	Payment Wise
Who are our best customers?	Top Customers, Customer List
Is our customer base healthy?	Segmentation Analytics — see Customer segments
What is loyalty costing us?	Reward Liability, Membership Aggregate
What do we owe outlets and drivers?	Settlement Balance
Are refunds piling up?	Pending Refunds, Aging Pending Refunds
Why are orders being cancelled?	Cancellation Summary, Cancellation List
Are our campaigns paying for themselves?	Campaign Performance, ROI Deep Dive
Is dispatch working?	Auto-Dispatch Analytics, Delivery Network

Who sees what

Admins and co-admins see everything. Other roles see reports scoped to what they own: an outlet owner sees their own outlet. Each outlet also has a report view from inside it, at /outlet/manage/:outletID/outlet-reports.

A reporting routine that works

• Daily: Order List for yesterday — catches a payment problem or a spike in cancellations while it still matters.
• Weekly: Item Wise and Pending Refunds. One tells you what to promote and what to cut; the other is a support ticket that has not been raised yet.
• Monthly: Segmentation Analytics, Reward Liability, and settlements. These move slowly and are the ones that hurt if left unwatched.
• Quarterly: campaign performance and referrals, against what you spent.

Troubleshooting

Symptom	Cause
A report you expected is not in the menu	Its module is not enabled for your account
A date range is refused	The span exceeds 366 days
The report is empty	Usually one filter too many — clear them and add back one at a time
Totals disagree with your gateway	Cancelled and failed orders are excluded from sales; refunds land in their own reports
An export has blanks where names should be	Personal data is masked in exports by design
Numbers differ from a outlet’s own view	The outlet view is scoped to that outlet; the main reports are not

Related: Report catalogue · Customer segments · Earnings & settlements · Modules & system