Data Insights

1 Overview

Data Insights is the core business intelligence hub of the RestoSuite system. It integrates end-to-end operational data across the entire business lifecycle—including transactions, payments, memberships, staff, and inventory—to, to provide a standardized, multi-dimensional reporting system.

This module transforms scattered operational data into intuitive, easily accessible reports tailored to the needs of all roles: Store Managers, Finance, Operations, and Owners. It supports all data query scenarios, from daily reconciliation to strategic decision-making. With flexible, built-in tools for data filtering, sorting, customization, and exporting, you can quickly build personalized data views to significantly boost data retrieval and analysis efficiency.

2 Report Overview

2.1 Report Categories

Category	Core Focus	Description
Sales Reports	Basic Operational Data	Description: Records basic store operations. Provides multi-dimensional metrics from total revenue and checks details of sales mix. Includes: Sales Summary Check Details Shift Revenue Report Tag Custom Report Revenue by Area Sales Mix Analysis, etc.
Prepaid & Asset Reports	Stored Value & Virtual Assets	Description: Tracks cash flow for "recharge first, consume later" services. Monitors issuance and balances of stored value cards, gift cards, and coupon packages. Includes: Advance Payment Details/Summary Stored Value Details/Summary Coupon Package Details Gift Card Transactions Deposit Report, etc.
Financial Reports	Reconciliation & Settlement	Description: Used for financial reconciliation. Verifies net received amounts across payment channels, manages cash flow, and tracks invoicing. Includes: Payment Summary/Details Monthly Settlement Third-Party Transactions/Refunds Stored Value Settlement E-Invoice Report Cash Logs, etc.
Membership Reports	Member Operations & Value Analysis	Description: Tracks changes in member assets and activity. Analyzes membership growth trends, spending habits, and accounts for lifetime value. Includes: Member Card Transaction Summary/Details Point Transactions New Member Report Member Repurchase Report Member Basic Info, etc.
Exception Reports	Risk Monitoring & Internal Audit	Description: Monitors abnormal operations. Used for auditing losses, preventing internal fraud, and identifying cashier loopholes. Includes: Refund Report Reopen Check/Voided Payment Report Voided Item Report Comp Item Report Waste/Loss Report Sold Out (86) Log Open Checks Report End-of-Day Details, etc.
Staff Reports	Staff Performance & Payroll	Description: Evaluates staff workload to calculate payroll. Tracks attendance, tips, and sales commissions. Includes: Item Commission Report Top-up Commission Report Timesheet Report Break Time Record Tip Summary/Details Tip by Shift/Date, etc.
Other Reports	Cross-Module & Peripheral Data	Description: Aggregates data from peripheral systems and underlying reconciliation logic. Covers kitchen efficiency and customer feedback. Includes: Review Summary/Details KDS Ticket Report KDS Item Report F&B Net Revenue Reconciliation Third-Party Payment Reconciliation Surcharge Reconciliation, etc.

2.2 Quick Reference: Common Reports

Report Name	Description	Common Use Cases
Check Details	Complete transaction logs of historical orders, covering store, order, staff, and fee dimensions.	Single check lookup, customer complaint/refund handling, daily reconciliation, tracing abnormal checks.
Sales Summary	Aggregates core metrics (revenue, net receipts, ticket average, refunds) by business day, time period, or store.	Quick overview of top-line revenue, store performance evaluation, revenue trend analysis.
Item Sales Summary	Sales qty/amount by item/category. Also logs abnormal data like voids and comps.	Analyze best/worst sellers, optimize menu structure, guide kitchen prep and inventory management.
Payment Details	Payment breakdown per transaction (payment method, processing fee, platform subsidy, net payout).	Finance verification of single transactions, troubleshooting payment issues, tracing funds.
Payment Summary	Summarizes total collections by payment method (e.g., Credit Card, Cash, Delivery Platforms) over a specific period.	Daily/monthly finance reconciliation with third-party processors, verifying bank deposits.
Third-Party Transactions	Specifically logs delivery platform orders, cash flow, commissions, subsidies, and merchant net payouts.	Reconciling with delivery platforms, calculating platform costs, grasping net income from third-party channels.
Discount Details	Logs every discount, comp, rounding, or voucher applied, including the specific check, operator, and amount.	Auditing abnormal discounts, preventing cashier fraud, standardizing store discount practices.
Discount Summary	Aggregates total discount amounts and usage count by promo type (e.g., $5 Off, Member Discount, 20% Off).	Evaluating promo costs and ROI, comparing marketing campaign effectiveness, optimizing future strategies.

3 General Operation Guide

3.1 Filtering & Searching

3.1.1 Feature Overview:

A universal data locating tool available across all report pages. It supports multi-condition filtering, saving “Views” (presets), and exporting results, drastically improving data query efficiency.

3.1.2 Instructions：

STEP 1: Create a Saved View

Saved Views allow you to save frequently used filter combinations, so you don’t have to set them up repeatedly.

Go to your desired report page and locate the “Saved Views” dropdown at the top.
Click the dropdown to apply an existing view directly.
To create a new view:
- Set up all your desired filters (see STEP 2).
- Click the [Save as New View] button in the top right corner, name it (e.g., “March 2026 Store Recon”), and confirm.
- The new view will be saved in the dropdown for quick access next time.
To manage views: Click the gear icon next to the dropdown to edit or delete existing views.

STEP 2: Set Filter Conditions

The following are common filters across most reports. Note: All applied conditions work simultaneously (AND logic); only data matching ALL conditions will be displayed.

Time: Select a single day, a custom date range, or use quick picks like Today / This Week.
Store / Area: Single or multi-select. Type keywords to search quickly.
Receipt / Check No.: Enter the full or partial number for precise lookup.
Status: Filter by Payment, Order, or Check status (multi-select supported).
Advanced Filters: Click “More” on the right side of the filter bar to expand dimensions like Staff, Item, or Discount type for granular queries.

STEP 3: Execute & Reset

Execute Query: Once filters are set, click [Query] on the right. The system will load the matching data.
Reset Filters: To clear all current conditions and return to the default state, click [Reset]. No need to delete conditions one by one.

3.2 Custom Sorting

STEP 1: Click the [Sort] button in the top right corner of the page.

STEP 2: In the pop-up, check the fields you want to sort by on the left. They will automatically move to the “Sort Fields” list on the right.
STEP 3: Drag the icon next to the field to adjust the priority (top = highest priority). Click the arrow icon next to the field to toggle between Ascending / Descending.
STEP 4: Click [Confirm] to apply. To remove all rules, click [Clear All].

3.3 Custom Columns

STEP 1: Go to your target report page.
STEP 2: Click the [Custom Columns] button in the top right corner.

STEP 3: In the pop-up, check the dimensions and metrics you want to see from the left panel. You can reorder or remove selected fields on the right panel.
STEP 4: Click [Confirm]. The table will refresh to display your customized layout.

3.4 Exporting Data

STEP 1: Go to your target report page.
STEP 2: Set your filter conditions and click [Search] to ensure the displayed data is exactly what you need.
STEP 3: Click the [Export] button in the top right corner. The system will automatically generate and download the filtered report data.