Two places with reports
Reports on the tablet counts the sales you take at the register. Reports in the web dashboard counts the orders from your online page. Register sales are not uploaded to the web.
Register reports
Open Reports on the tablet. Choose the period: Today, Yesterday, 7 days or Other range. Tap “Share report” to send it or “Export to CSV” to open it in Excel or Google Sheets.
Summary
Tickets, average ticket, gross sales, discounts, service, delivery fees charged, net sales, total collected, tips, refunds and net total after refunds.
Detail
- Payments by method.
- Top products, by quantity and by amount.
- Sales by hour and Sales by employee.
- Voids and By order type.
- Profit, if your products have a cost.
- Accounts receivable (needs the accounts permission).
Advanced reports
Further down, more cards appear depending on your permissions and what you have turned on:
| Report | What it is for |
|---|---|
| Input cost: theoretical and actual (in stores, Cost of goods sold) | How much what was sold should have cost according to the recipes, against what left the inventory |
| Menu engineering (in stores, Product performance) | Which products sell a lot and leave a good margin |
| ABC analysis | Which products make up most of your sales |
| Sell-through and dead stock | What moves little or not at all |
| Margin by category | Profit by category |
| Tax breakdown | Tax collected by rate |
| Promotions and points | What the discounts and points cost |
| Busiest hours | When you sell the most |
| Sales by table, by customer and by category | Detail for each one |
| Supplier balances | What you owe each supplier |
| Payroll | Hours, commissions and tips by employee |
Your sales in Google Sheets
To make charts or review sales from the computer, turn on Settings > My data in Google. The register copies your sales, products, inventory, customers and shift closes to a sheet in your Google Drive. See Backups and Google Sheets.
Web dashboard reports
On pos.yammbo.com, Reports shows the online orders that were delivered or picked up, counted on the day they were completed using your business’s time. You can download three CSV files: sales, products and summary. See Online ordering.