Reports & Analytics
The Reports section gives you detailed performance data. Use the dedicated reports for sales breakdowns, item and category performance, transactions, and compliance exports (DATEV for DE, Alcohol Tax for US/TX where applicable). Many reports are behind feature flags or geo conditions.
Current main entry in the app sidebar: Reports (or "Sales & Compliance" for DE/US-TX shops).
Dedicated Reports (Current App)
Sales Report — Overall revenue, breakdowns by payment method, order type, channel, trends and exports.
Item Sales Report — Per-item quantity, revenue, top/under-performers for menu decisions.
Category Sales Report — Sales grouped by menu categories.
Transactions Report — Individual payment transactions, refunds, reconciliation.
Alcohol Sales Report (US/TX) — Specialized alcohol volume/tax report (only visible for qualifying US/TX shops).
Shop Activity / Audit Log, Profile, Downloads, Payout Details, Invoices & Billing Summary, Onboarding status — available under Reports or user menu.
See the full list and details in the Reports & Analytics section.
Sales & Compliance (DE + US/TX)
For German shops this surfaces the DATEV Export:
Step 1: Go to Reports (or Sales & Compliance).
Step 2: Select the DATEV / compliance export option.
Step 3: Choose date range and generate the file.
Step 4: Download and import into your accounting software (DATEV).
US/TX shops see the Alcohol Tax report for regulatory compliance in addition to standard sales reports.
General Report Features (All Reports)
Date Range Selection
Step 1: Use the date picker at the top of any report.
Step 2: Choose presets (Today, This Week, This Month, Last 3 Months, etc.) or set a custom range.
Step 3: The view and all numbers update automatically.
Exporting Data
Most reports have an Export button (CSV, Excel, PDF). The exported data matches the current filters and view.
Key Metrics Commonly Available
Total Revenue / Net Revenue
Number of Orders
Average Order Value (AOV)
Breakdowns by channel, payment method, order type
Trends over time (daily/weekly charts in several reports)
Related & Deep Dives
Main Reports & Analytics overview (links to all atomics)
_Note: Exact available reports and columns depend on your shop country, enabled report modules (reports_*_enabled flags), and user permissions (SHOP_REPORT_ACCESS). Some older "Billing Reports" or generic analytics views have been replaced or augmented by the dedicated reports listed above._
For financial reconciliation also see Payout Details and Invoices.
This Quarter
Custom Range
Step 3: For custom range, select start and end dates
Step 4: Click Apply
Exporting Reports
Step 1: Generate the report you need
Step 2: Click Export button
Step 3: Choose format:
CSV - For spreadsheets
Excel - Formatted workbook
PDF - Printable report
DATEV - German accounting
Step 4: Download the file
Revenue Breakdown
View revenue by category:
By Order Type
Delivery revenue
Pickup revenue
Dine-in revenue
By Payment Method
Cash payments
Card payments
Online payments
Gift card redemptions
By Source
Website orders
POS orders
Google orders
Third-party integrations
Comparison Reports
Compare periods to track growth:
Step 1: Select primary period
Step 2: Enable comparison
Step 3: Select comparison period:
Previous period
Same period last year
Step 4: View difference metrics:
Percentage change
Absolute change
Trend direction
Tax Reports
For accounting and compliance:
Step 1: Navigate to Reports > Tax
Step 2: Select tax period
Step 3: View tax breakdown:
Sales by tax rate
Total tax collected
Tax by category
Step 4: Export for accountant
Dashboard Analytics
Quick metrics on your dashboard:
Step 1: Go to main Dashboard
Step 2: View KPI cards:
Total Orders
Revenue
Average Order
New Customers
Step 3: See trend indicators (up/down arrows)
Step 4: Click any card for detailed view
Performance Insights
Identify patterns and opportunities:
Best Selling Items
Top products by revenue
Most ordered items
Trending items
Peak Hours
Busiest times
Order distribution by hour
Day-of-week patterns
Customer Insights
New vs. returning
Customer lifetime value
Order frequency
Scheduled Reports
Automate report delivery:
Step 1: Create a report
Step 2: Click Schedule
Step 3: Configure:
Frequency (daily, weekly, monthly)
Recipients (email addresses)
Format (CSV, PDF)
Step 4: Click Save Schedule
Reports will be emailed automatically.
Best Practices
Daily:
Check yesterday's totals
Compare to typical day
Note any anomalies
Weekly:
Review week-over-week trends
Analyze by order source
Track customer metrics
Monthly:
Generate monthly summary
Export for accounting
Review year-over-year
Identify growth areas
Detailed Sub-Reports
For in-depth analysis, dedicated reports are available directly in the Reports section:
Sales Report: Overall sales performance, breakdowns by payment method, order type, trends, and exports.
Item Sales Report: Per-item sales (quantity, revenue), top/underperformers, menu optimization insights.
Category Sales Report: Sales grouped by menu categories to see which sections drive revenue.
Transactions Report: Individual transactions, payments, refunds for reconciliation and cash flow tracking.
Shop Activity / Audit Log: Detailed log of all shop activities and changes for audit and troubleshooting.
Profile Settings: Manage personal account details, password, and preferences.
Downloads: Access apps, software, and resources for operations.
Payout Details: Breakdown of individual payouts and settlements.
Invoices & Billing Summary: View invoices, billing history, and payment summaries.
Onboarding Wizard Flows: Guided setup for plans, Stripe, and initial configuration.
These focused views complement the overview and are included in the Intercom KB export for easy reference.
Country & Brand Specific Reports and Notes
DE DATEV Export: Available in the main reports or dedicated datev sub for German accounting compliance. See DATEV Export or the datev link in the index for steps.
US/TX Alcohol & Compliance Reports: Dedicated Alcohol Sales Report (US/TX) for tax and regulatory tracking. Includes volume, revenue, tax calculations; combine with main sales for full view. Always verify local rules.
Multi-Brand Considerations (Fleksa, eezpos, vGrubs): Reports may support brand-specific views or aggregation depending on setup. Check shop configuration for brand filters; dual pricing (if enabled) affects item prices but is typically handled in sales data without separate addition.
Dual Pricing Notes: For CARD-ONLY or similar, increased dual price is embedded in item prices (subtotal); not added separately. CARD-ONLY applies only to card payments; $0 for cash/EC cash. DIVERSE items exempt. See sales reports for breakdowns.
These notes ensure ops users handle country-specific compliance and brand variations correctly. Expand as needed for other regions.