Reports

Overview

Reports provide analytics and insights into your business performance. View sales data, popular items, customer trends, and more.

Key Purpose: Analyze business performance with data and insights.

Purpose

This page lets you generate, view, and export analytical reports covering sales, items, categories, channels, customers, payments, loyalty, offers, inventory, and time-based performance across your locations.

Key Concepts

Date Range Filtering: All reports accept a date range with presets (Today, Yesterday, Last 7 days, Last 30 days, This month, Last month) or a custom range; the backend defaults to the last 7 days when no range is specified.
Location Scoping: Reports can be filtered by location; when a location is selected, the system uses that location's timezone and currency for aggregation and display.
Completed Transactions Only: Revenue and order metrics are calculated exclusively from transactions with a "Complete" status, ensuring that pending, cancelled, or refunded orders do not inflate reported figures.
Period Comparison: Reports support comparing the selected period against the previous period or the same period from the prior year, showing percentage changes for key metrics.
Export Formats: Report data can be exported as CSV, Excel, or PDF; scheduled reports can also be delivered automatically via email on a daily, weekly, or monthly cadence.

Actions

Generate a Sales Report

View total revenue, order count, and average order value for a selected date range, broken down by day, week, month, channel, or dining option.

View Item Performance

Analyze which products sell the most by quantity and revenue, identify top sellers and underperformers, and review category-level performance.

Compare Periods

Select a comparison baseline (previous period or same period last year) to see percentage changes in revenue, order count, and average order value.

Export Report Data

Download the current report as CSV, Excel, or PDF for offline analysis, or configure a scheduled email delivery for recurring reports.

Filter by Channel or Location

Narrow report data to a specific order channel (Online Ordering, Kiosk, In-House, Deliveroo, Uber Eats) or a specific location to isolate performance metrics.

Location

Backoffice Route: /reports
Backend Controller: app/Http/Controllers/Api/ReportController.php
Vue Component: src/views/reports/index.vue

Report Types

Sales Report

Property	Value
Route	`/reports/sales`
Description	Revenue and transaction data

Metrics:

Total revenue
Number of orders
Average order value
Revenue by day/week/month
Revenue by channel
Revenue by dining option

Filters:

Date range
Location
Channel
Dining option

Items Report

Property	Value
Route	`/reports/items`
Description	Product performance data

Metrics:

Items sold (quantity)
Revenue per item
Top selling items
Least selling items
Category performance

Filters:

Date range
Location
Category

Category Report

Property	Value
Route	`/reports/categories`
Description	Category performance data

Metrics:

Revenue by category
Items sold by category
Category percentage of total
Category trends

Channel Report

Property	Value
Route	`/reports/channels`
Description	Performance by order channel

Metrics:

Revenue by channel
Orders by channel
Average order value by channel
Channel trends

Channels:

Online Ordering
Kiosk
In-House/QR
Deliveroo
Uber Eats

Customer Report

Property	Value
Route	`/reports/customers`
Description	Customer analytics

Metrics:

New customers
Returning customers
Customer lifetime value
Order frequency
Top customers

Payment Report

Property	Value
Route	`/reports/payments`
Description	Payment method breakdown

Metrics:

Revenue by payment method
Transaction count by method
Refund totals
Failed payment rate

Loyalty Report

Property	Value
Route	`/reports/loyalty`
Description	Loyalty program analytics

Metrics:

Points issued
Points redeemed
Active loyalty members
Redemption rate
Points liability

Offer Report

Property	Value
Route	`/reports/offers`
Description	Promotion performance

Metrics:

Discount given
Coupon usage
Offer redemptions
Revenue impact

Inventory Report

Property	Value
Route	`/reports/inventory`
Description	Stock and inventory data

Metrics:

Current stock levels
Low stock items
Stock movements
Sold out incidents

Time Report

Property	Value
Route	`/reports/time`
Description	Performance by time of day

Metrics:

Revenue by hour
Orders by hour
Peak hours
Slow periods

Report Features

Date Range Selection

Property	Value
Presets	Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, Custom

Description: Select time period for report data.

Comparison

Property	Value
Options	Previous period, Same period last year

Description: Compare current data to historical data.

Export

Property	Value
Formats	CSV, Excel, PDF

Description: Download report data for external analysis.

Scheduling

Property	Value
Options	Daily, Weekly, Monthly

Description: Automatically receive reports via email.

Business Logic

Data Aggregation

Report requested
        │
        ▼
Query transactions for date range
        │
        ▼
Apply filters (location, channel, etc.)
        │
        ▼
Aggregate data:
├── Sum totals
├── Calculate averages
├── Group by dimension
└── Calculate percentages
        │
        ▼
Return formatted report

Real-Time vs Historical

Today: Real-time data, updates continuously
Past dates: Cached/aggregated data, faster queries

Key Metrics Explained

Average Order Value (AOV)

AOV = Total Revenue / Number of Orders

Example:
Revenue: €5,000
Orders: 200
AOV: €25.00

Customer Lifetime Value (CLV)

CLV = Average Order Value × Purchase Frequency × Customer Lifespan

Example:
AOV: €25
Frequency: 2 orders/month
Lifespan: 12 months
CLV: €25 × 2 × 12 = €600

Repeat Customer Rate

Repeat Rate = Customers with 2+ orders / Total Customers

Example:
Total customers: 1,000
Repeat customers: 350
Rate: 35%

Customer Impact

Reports don't directly affect customers but help merchants:

Identify popular items
Optimize pricing
Plan staffing
Improve marketing
Manage inventory

Relations

Depends On

Transactions: Order data
Customers: Customer data
Inventory: Stock data
Loyalty: Points data

Affects

Business decisions
Menu optimization
Marketing strategy

Business Rules

All revenue metrics (total amount, average order value) are computed only from transactions with a "Complete" status; incomplete or cancelled orders are excluded.
When no date range is provided, the backend defaults to the last 7 days starting from the current date.
Date filtering uses MongoDB date queries and respects the selected location's timezone; if the end date is today, no upper bound is applied so real-time data is included.
The currency displayed in reports is determined by the selected location's currency setting; if no location is selected, the system default currency is used.
Stats queries aggregate three core metrics in a single operation: completed transaction count, total item quantity, and total revenue sum.

FAQs

"Why do my report totals not match my transaction list?" Reports only include transactions with a "Complete" status; any orders that are pending, cancelled, or refunded are excluded from revenue calculations.
"Can I see real-time data for today?" Yes, when the selected end date is today, the backend does not apply an upper date bound, so all completed transactions up to the current moment are included.
"How do I get reports automatically?" Configure scheduled report delivery under the Scheduling section; reports can be emailed daily, weekly, or monthly to specified recipients.
"Why does the currency change between locations?" Each location has its own currency setting; when you filter a report by location, the report uses that location's currency for all monetary values.
"What does the comparison feature compare against?" You can compare against the previous period of equal length (e.g., last 7 days vs the 7 days before that) or the same period from the previous year.

Troubleshooting

Problem: Report data seems incorrect

Causes:

Wrong date range selected
Filters applied
Data sync delay
Timezone issue

Solutions:

Verify date range
Check/clear filters
Wait for sync
Check timezone settings

Problem: Report loading slowly

Causes:

Large date range
Many transactions
Complex filters

Solutions:

Use smaller date range
Wait for processing
Simplify filters

Problem: Export not working

Causes:

Too much data
Browser blocking download
Permission issue

Solutions:

Reduce date range
Allow downloads in browser
Check user permissions

Examples

Daily Sales Summary

═══════════════════════════════════════
        DAILY SALES REPORT
        January 15, 2024
═══════════════════════════════════════

OVERVIEW
─────────────────────────────────────
Total Revenue:        €1,245.50
Total Orders:              52
Average Order Value:   €23.95
─────────────────────────────────────

BY CHANNEL
─────────────────────────────────────
Online Ordering:  €687.00 (55.1%)  28 orders
Kiosk:            €412.50 (33.1%)  18 orders
In-House:         €146.00 (11.7%)   6 orders
─────────────────────────────────────

BY DINING OPTION
─────────────────────────────────────
Delivery:         €523.00 (42.0%)  20 orders
Pickup:           €476.50 (38.3%)  22 orders
Dine-in:          €246.00 (19.7%)  10 orders
─────────────────────────────────────

TOP ITEMS
─────────────────────────────────────
1. Margherita Pizza     32 sold  €400.00
2. Cheeseburger         28 sold  €279.60
3. French Fries         45 sold  €157.50
4. Cola                 38 sold   €95.00
5. Garlic Bread         22 sold   €99.00
─────────────────────────────────────

COMPARISON (vs Yesterday)
─────────────────────────────────────
Revenue:  +12.3% (€1,109.00 → €1,245.50)
Orders:   +8.3%  (48 → 52)
AOV:      +3.7%  (€23.10 → €23.95)
─────────────────────────────────────

Weekly Performance

json

{
  "period": "2024-01-08 to 2024-01-14",
  "summary": {
    "total_revenue": 8567.50,
    "total_orders": 342,
    "average_order_value": 25.05,
    "new_customers": 45,
    "returning_customers": 127
  },
  "daily_breakdown": [
    { "date": "2024-01-08", "revenue": 1023.50, "orders": 41 },
    { "date": "2024-01-09", "revenue": 987.00, "orders": 38 },
    { "date": "2024-01-10", "revenue": 1156.00, "orders": 45 },
    { "date": "2024-01-11", "revenue": 1234.50, "orders": 52 },
    { "date": "2024-01-12", "revenue": 1567.00, "orders": 63 },
    { "date": "2024-01-13", "revenue": 1678.50, "orders": 68 },
    { "date": "2024-01-14", "revenue": 921.00, "orders": 35 }
  ],
  "top_items": [
    { "name": "Margherita Pizza", "quantity": 156, "revenue": 1950.00 },
    { "name": "Cheeseburger", "quantity": 134, "revenue": 1339.66 },
    { "name": "Caesar Salad", "quantity": 89, "revenue": 890.00 }
  ],
  "channel_breakdown": {
    "online_ordering": { "revenue": 4712.00, "orders": 188 },
    "kiosk": { "revenue": 2856.50, "orders": 114 },
    "in_house": { "revenue": 999.00, "orders": 40 }
  }
}

Scheduled Report Email

Subject: Weekly Sales Report - Mario's Restaurant

Hi,

Here's your weekly sales report for January 8-14, 2024.

📊 HIGHLIGHTS
• Total Revenue: €8,567.50 (+15% vs last week)
• Orders: 342 (+12% vs last week)
• Average Order: €25.05

🏆 TOP PERFORMER
Margherita Pizza - 156 sold (€1,950 revenue)

📈 TREND
Weekend sales up 23% compared to last weekend.

View full report: [Link to dashboard]

Best regards,
Upvendo Reports

Reports ​

Overview ​

Purpose ​

Key Concepts ​

Actions ​

Generate a Sales Report ​

View Item Performance ​

Compare Periods ​

Export Report Data ​

Filter by Channel or Location ​

Location ​

Report Types ​

Sales Report ​

Items Report ​

Category Report ​

Channel Report ​

Customer Report ​

Payment Report ​

Loyalty Report ​

Offer Report ​

Inventory Report ​

Time Report ​

Report Features ​

Date Range Selection ​

Comparison ​

Export ​

Scheduling ​

Business Logic ​

Data Aggregation ​

Real-Time vs Historical ​

Key Metrics Explained ​

Average Order Value (AOV) ​

Customer Lifetime Value (CLV) ​

Repeat Customer Rate ​

Customer Impact ​

Relations ​

Depends On ​

Affects ​

Related Features ​

Business Rules ​

FAQs ​

Troubleshooting ​

Problem: Report data seems incorrect ​

Problem: Report loading slowly ​

Problem: Export not working ​

Examples ​

Daily Sales Summary ​

Weekly Performance ​

Scheduled Report Email ​

Reports

Overview

Purpose

Key Concepts

Actions

Generate a Sales Report

View Item Performance

Compare Periods

Export Report Data

Filter by Channel or Location

Location

Report Types

Sales Report

Items Report

Category Report

Channel Report

Customer Report

Payment Report

Loyalty Report

Offer Report

Inventory Report

Time Report

Report Features

Date Range Selection

Comparison

Export

Scheduling

Business Logic

Data Aggregation

Real-Time vs Historical

Key Metrics Explained

Average Order Value (AOV)

Customer Lifetime Value (CLV)

Repeat Customer Rate

Customer Impact

Relations

Depends On

Affects

Related Features

Business Rules

FAQs

Troubleshooting

Problem: Report data seems incorrect

Problem: Report loading slowly

Problem: Export not working

Examples

Daily Sales Summary

Weekly Performance

Scheduled Report Email