📊 Reports
The Reports module offers real-time, filterable insights across various aspects of restaurant operations. Reports help managers, accountants, and staff analyze trends, profits, expenses, tax obligations, and performance. Each report allows filtering by time ranges, user roles, payment types, and more. Data is exportable for further accounting or audit needs.
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🧾 Overall Sales Report
This report summarizes sales data by various parameters. You can filter sales data:
By Order Type: Includes Dining, Pickup, Delivery, and Takeaway.
By Duration: Select a custom time period to analyze.
By Order Taker or Chef: View orders taken or cooked by specific staff members.
Checkout By: Identify who finalized the order at checkout.
By Payment Method: Track payment trends across cash, card, and others.
It includes metrics like total sales, total cost, discounts, tax collected, and profits. Each sale entry includes order details like customer name, order source, timestamps, and financial breakdowns.
💸 Expense Report
This report provides a breakdown of all recorded business expenses. It helps track where operational costs are being spent and whether budgeting goals are met.
You can:
Filter by Expense Type: Such as utilities, supplies, rent, or staff.
Filter by Duration: Focus on specific timeframes like weekly or monthly.
Every expense entry is time-stamped and labeled with a title and amount. A count of total expense entries and overall expenditure is also available.
🍽️ Most Sold Items Report
This report displays the most frequently sold food items over a specific period. It’s particularly useful for:
Identifying top-performing dishes
Forecasting inventory demand
Planning promotions or featured menus
Filters include:
By Category: Narrow down to specific food types or menus.
By Duration: Analyze trends across different periods.
Each item includes total units sold, per-unit price, and total revenue generated.
💵 Cashbook Report
This module is designed to monitor the financial flow within a service shift or day. Each record includes:
Opening Balance: Cash on hand at the start.
Sales Revenue: Total amount earned through sales.
Discounts & Profit: Discounts given and resulting net profit.
Tax Collected & Items Sold: Useful for tax filing and inventory tracking.
Status: Indicates whether the cashbook is open or closed.
Cashbook entries are tied to users for accountability and daily reconciliations.
📅 Annual Tax Chart
The tax chart summarizes monthly tax amounts collected throughout the selected year. It’s useful for:
Filing year-end tax returns
Monthly compliance audits
Comparing seasonal tax collection
A visual chart may be provided for at-a-glance interpretation of trends.
⚠️ Stock Alert Report
This report helps monitor critical stock levels and ensures items are restocked before they run out.
You can:
View items with low or zero inventory
Filter by item category
Identify stock movement trends
It aids the kitchen and inventory team in proactive supply chain management and reduces service disruption due to stockouts.
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