Read your sales reports
How to read Reports: choose a period, compare it, narrow it to a location or order type, and understand each figure on Overview, Sales, Products and Staff.
On this page
Reports shows what you sold, how the sale was built up from menu price to net sales, and when and where it happened. Every sales figure is shown without VAT unless a card says it includes VAT.
Before you start
- You need the View reports permission to open Reports. The Staff page also needs Staff performance. Owners and managers have both by default.
- Costs, margins and menu classes on the Products page appear only for people who may see stock costs, and only where you have entered recipe costs.
- Reports only counts orders that are fully paid. Open orders and open bar tabs appear once they are paid.
Open Reports and choose what you see
In the back office open Reports. It has four pages: Overview, Sales, Products and Staff. VAT sits under Reports too and works differently, see Read the VAT report.
One filter bar sits at the top of every page, and your choices follow you from page to page:
| Filter | What it does |
|---|---|
| Period | Today, Yesterday, This week, Last 7 days, This month, Last month or Custom range. A custom range can be at most 400 days. Weeks start on Monday. |
| Compare with | vs previous period (the period of the same length just before), vs last year, or No comparison. Changes appear next to each figure. |
| Order type | All order types, Dine in or Takeaway. The list also shows Delivery, which stays empty because Verimly takes pickup orders only. |
| Location | Shown at the end of the bar when you have more than one location. It is read-only here: choose the location in the menu at the top of the back office, or All locations. |
The More menu at the top right has Copy link to this view. Anyone with access to Reports who opens the link sees the same period, comparison and order type.
Overview
Overview answers "how is the business doing?" in one screen.
- The chart switches between Net sales, Orders, Average order, Guests, Per guest and Gross profit. Gross profit is estimated from recipe costs.
- Sales summary builds the sale up line by line: Gross sales, minus Comps, Discounts and Refunds, plus Service charge, giving Net sales. Below that it shows VAT, Tips, Gift cards sold and Total collected (the money taken, including VAT and tips).
- Service & losses shows discounts and comps as a share of sales, voided items, items per order, average table time, average prep time and estimated food cost.
- Busy times is a weekday by hour grid. Switch it between Sales and Orders to see when to staff up.
- Order types and the order sources (Till, QR, Online, Reservation, Bar tab), Payments, Best sellers, Categories, Customers (known guests, new and returning) and Locations.
Not every card is useful to every business. In More under Show on overview you can switch cards on and off. This choice is stored in your browser, so it applies to you on that computer only. The Locations card appears only when you have more than one location.
Sales: one row per hour, day, week or month
Reports › Sales lists every line of the summary for each period. Use Group by to choose Hour, Day, Week or Month. The last row is the total. With a comparison on, each row also shows the change.
This page is the best place to answer "what exactly did Tuesday add up to?". Use Export CSV to take it to a spreadsheet, see Export your data to CSV.
Products: what sells and what earns
Reports › Products lists every product (or category, with the Categories switch) with the quantity sold, net sales, share of sales and average price. You can search, filter by category and sort by Net sales, Quantity, Margin or Change.
If your products have recipe costs, three more things appear:
- Est. cost and Margin, estimated from today's recipe costs, not the costs at the time of the sale.
- Menu engineering, which gives every product a class based on how popular it is and how much it earns per item: Star (popular and profitable, keep it prominent), Plowhorse (popular, low margin, review price or recipe), Puzzle (profitable, rarely ordered, promote it) and Dog (neither, rework or remove). A class needs at least two costed products to compare.
- Food cost on Overview, with how much of your sales has a cost behind it.
Without recipe costs you see a prompt to add them in Inventory. See Recipes.
Staff: who opened the orders
Reports › Staff attributes sales to the person who opened the order: orders, guests, net sales, average order, tips, discounts, comps and voids. Orders placed by guests through QR or online ordering appear as Guest orders (QR, online), and former team members as Former staff member.
Common questions
Why does my total differ from another number I have?
Reports, the till and the bank each measure something different. See Why reports, the till and the bank differ.
Why is a refund in a different day than the sale?
A refund is counted on the business day it was made, not the day of the original sale. That keeps past days from changing after you have closed them.
Why are tips not in net sales?
Tips are not revenue and carry no VAT. They appear on their own line in the summary and are part of Total collected.
Can I see a PDF or send a report by email?
No. Reports can be exported as CSV only.
If something goes wrong
- A sale is missing: check that the order is paid, that the location and Order type filter include it, and that the period covers its business day.
- No Reports in the menu: your role lacks View reports. Ask an owner, see Roles and permissions.
- Cost and margin columns are empty: the products have no recipe cost, or your role cannot see costs.