Reports

1 Introduction

In this manual, you will learn how to filter and understand data from sales, payment, and dish reports, as well as master key functions like coupon and discount statistics.

2 Start with Basic Report Operations

In this section, you will learn how to access reports and use fundamental filtering options.

2.1 Find Your Reports: Entry Points and Types

2.1.1 Core Reports and Their Uses

Report Type	Primary Use	Common Scenarios
Sales	Total revenue, discounts, net sales	Daily/shift summary, performance review
Payments	Breakdown by payment type (cash, card, gift card, etc.)	Cashier reconciliation, payment tracking
Items	Item-level sales volume & revenue	Inventory ordering, menu optimization
Hourly Sales	Sales trends by hour/meal period	Staff scheduling, kitchen planning
Void	Track voided items with reasons	Quality control, operational improvement
Transactions	Line-by-line order details	Order inquiry, issue resolution
Business summary	Comprehensive operational overview	Overall performance analysis

2.1.2 Accessing the Report Center

• Step 1: Log in to your POS system
• Step 2: Click the【Reports】tab in the main menu (opens to the Sales Report by default)
• Step 3: Use the top switch bar to select the target report. After switching, data for the current business day loads automatically.

2.2 Use Common Filters to Find Precise Data

All core reports support the following filter conditions, which can be combined. The default is usually “All”, and no manual reset is needed.

2.2.1 Time Filtering

• Time Type (3 options):

  • Business Date (Default): Statistics based on the store’s business day (select date only, e.g., “2024-10-01”)
  • Check-out Time: Statistics based on the actual order payment time (precise to hours, minutes, seconds - ideal for 24-hour stores checking shift data, e.g., “2024-10-01 08:00:00 - 16:00:00”)
  • Creation Time: Statistics based on the time the order was opened

• Switching Rules:

  • Switching from “Business Date” to “Checkout/Creation Time”: Automatically fills the time (Start: 00:00:00, End: 23:59:59)
  • “Checkout/Creation Time” to “Business Date”: Keeps only the date, clearing hours, minutes, seconds.

• Quick Options: Supports quick selection of “Today”, “Yesterday”, “Last 7 Days”, “Last 30 Days”.

2.2.2 Staff Filter (Check Data by Cashier)

1. Default selects “All Cashiers”, supports multi-select for single/multiple cashiers
2. Special option “(System)”: Queries online/third-party orders (orders without a specific cashier)
3. Filter Logic:
   • Select “All”: Statistics include data for all staff
   • Select specific cashier(s): Only shows data for settled orders processed by that staff member

2.2.3 Business Scenario Filter

Filtering Dimension	Options Example	Applicable Scenarios
Dining Method	Dine-in, Pickup, Delivery	Distinguishing different dining modes for performance
Sales Channel	POS ordering, online applet, Meituan delivery	Analyzing order proportions from different channels
Table Area	Hall, Booth, Private Room	Revenue comparison for different areas in formal dining restaurants
Checkout Meal Period	Breakfast (07:00-09:00), Lunch (11:00-14:00)	Peak sales analysis for meal periods
Transaction Type	Payment, Refund	Distinguishing types of transactions in detail reports
Dish Type	Single + Set Menu, Single + Set Menu Details (Dish Report only)	Breaking down set meals into sub-dishes

2.3 Common Functions

• Printing: Click【Print】on the top right of the report. The printed content matches the current filter conditions (e.g., if “Dine-in” is filtered, the printout will note “Dining Mode: Dine-in”)
• Exporting: Admin accounts can export Excel files (Click “Export”, save locally or send via email)
• Refreshing: If data is not updated in real-time, click “Refresh” to sync the latest order data

3 Master the Core Reports

This section dives into the details of your essential reports.

3.1 Sales Report — Key for Business Summary

3.1.1 Key Metrics and How They Are Calculated

Metric Name	Meaning Description	Calculation Formula
Order Quantity	Total number of valid orders (excluding fully refunded original orders and canceled orders)	Sum of eligible order counts
Business Volume	Total amount before discounts (includes all chargeable items)	Dish Sales + Additional Fees + Ex-Tax + Order Tips
Business Discount	All discounts borne by the merchant (excluding customer-purchased vouchers)	Local Discounts + Promotions + Voucher Activities + Membership Activities + Rounding Off + Payment Discounts
Business Revenue	Actual revenue (business volume minus merchant discounts)	Business Volume - Business Discount
Business Revenue (Excluding Actual Receipts)	Part of the revenue not included in actual receipts	Additional Fees (Excluding Actual Receipts) + Ex-Tax + Order Tips
Expected Actual Income	Final expected amount to be received by the merchant	Business Revenue - Business Revenue (Excluding Actual Receipts)
Paid Actual Income	Actual amount received (includes third-party subsidies, stored value payments, etc.)	Cash + WeChat + Alipay + Stored Value Payment + Third-party Subsidies

3.1.3 Usage Example

3.2 Payment Report

3.2.1 Core Statistical Views

Theme Name	Scope of Statistics	Core Metrics
All Orders Payment Summary	Dishes + Gift Cards + Stored Value Orders	Payment Name, Times, Merchant Actual Receipts, Payment Subtotal, Refund Amount
Dish Orders Payment Summary	Only Dish Orders (excluding gift card/stored value)	Same as above
Gift Card Orders Payment Summary	Only Gift Card Purchase/Recharge Orders	Same as above
Stored Value Orders Payment Summary	Only Membership Stored Value Orders	Same as above
Voucher Change Exemption Summary (Special)	Exemption amount generated by using vouchers	Payment Name, Times, Voucher Face Value, Voucher Payment, Voucher Change Exemption Amount

3.2.2 Key Metric Calculations

• Voucher No-Change Amount: Voucher Face Value - Actual Voucher Payment Amount (e.g., a $40 voucher requiring $35 payment results in a Voucher No-Change Amount = $5)
• Merchant Net Receipts: Payment Subtotal - Refund Amount (e.g., WeChat Payment Subtotal $1000, Refunds $100, Merchant Net Receipts = $900)

3.2.3 Payment Name Merging Rules

• Merging Logic: Combine online/offline data for the same payment method (e.g., “WeChat Payment” includes POS scanning and online applet payments).
• Voucher Redemption Classification: Meituan/Douyin vouchers and custom vouchers are categorized separately (e.g., under “Meituan Redemption Voucher” subdivided into “30 off 40 Group Purchase Voucher”), avoiding confusion with regular payment methods.

3.3 Items Report — Core of Sales Analysis

3.3.1 Core Filtering: Dish Type

Filtering Option	Display Content	Applicable Scenarios
Single + Set Menu (Default)	Overall view of singles + sets (without splitting sub-dishes)	Quick view of set menu sales
Single + Set Menu Details	Singles + set menu sub-dishes (menu displayed separately)	Store ordering (statistics on ingredient usage within set menus)

3.3.2 Core Metrics and Calculation

Metric Name	Meaning Description	Calculation Method
Top 10 Dish Sales	Top 10 dishes sorted by actual receipts	Single Dish Sales Quantity × Single Dish Actual Price
Categorized Sales Summary	Sales volume and amount by dish category	Total sales of all dishes in the category
Dish Sales Proportion	Proportion of a single dish's sales to total sales	(Single Dish Sales Amount ÷ Total Sales Amount) × 100%

3.3.3 Usage Example (Ordering Statistics)

• Scenario: Statistics on “Hamburger sales within set menus during lunch on 2024-10-01”.
• Operation:
  • Time Filtering: Select “Business Date” = 2024-10-01, “Checkout Meal Period” = Lunch.
  • Dish Type: Select “Single + Set Menu Details”.
  • View: Find “Hamburger” in the dish summary; the sales number is the total usage from both set menus and singles used for ordering.

3.4 Brief Overview of Other Core Reports

Report Type	Core Use	Key Metrics
Hourly Sales	Analysis of peak meal periods	Time Period, Order Count, Actual Receipts, Hot Selling Dishes
Void	Statistics on reasons for dish voids	Voided Dishes, Quantity, Amount, Reason for Voids
Transactions	Investigation of individual order issues	Transaction Time, Payment Method, Amount, Cashier
Business Summary	Panoramic operation analysis	Revenue Composition, Payment Composition, Channel Proportion

4 Explore Advanced Features

4.1 Voucher Change Exemption Summary

4.1.1 Function Use

Statistics on the “exemption amount” in the usage of vouchers to avoid merchant losses due to improper voucher usage (e.g., a 30 off 40 voucher should pay $35 and exempted $5)

4.1.2 Core Calculation Logic

• Statistical Conditions: Voucher change exemption amount > 0 and customer actual payment > 0.
• Voucher Face Value: Nominal amount of the voucher (e.g., $40).
• Voucher Payment: Actual discounted amount (e.g., $35).
• Voucher Change Exemption Amount: Voucher Face Value - Voucher Payment (e.g., $5).

4.1.3 Operation Steps

• Access the “Payment Report”, find the “Voucher Change Exemption Summary” topic
• After filtering time/channel, view the usage times, voucher face value, voucher payment, and voucher change exemption amount of each voucher

4.2 Report Recalculation Function — Data Correction

4.2.1 Applicable Scenarios

When errors are discovered after daily/shift settlement (e.g., missed orders, not updated after reversal) and need to recalculate documents

4.2.2 Operation Steps (Admin Privileges)

• Step 1 : Access the “Daily/Shift Settlement Report”, find the target document.
• Step 2 : Click【More】→【Recalculate】, confirm “Recalculation will generate a new document, the original document will be hidden”.
• The system will recompute according to the original time range and generate a new document (marked “Recalculated”, recording operator + time).

4.3 Payment Name Merging (Reconciliation Optimization)

4.3.1 Function Effect

• The originally separated displays of “WeChat Payment (Online Payment)” and “WeChat Scan Payment” are merged into “WeChat Payment”
• Voucher redemption categories are shown separately (e.g., under “Meituan Redemption Voucher” subdivide specific voucher names), facilitating reconciliation

4.3.2 Usage Scenario

During store reconciliation, there is no need to sum multiple split items for the same payment method; just view the total amount of the merged items directly

5 FAQS

1. Issue: Report Data Mismatch

• Cause Analysis:

  • Filtering conditions do not include target orders
  • Online orders not synced
  • Orders not completed (payment/refund)

• Solution Steps:

  • Step 1: Check time/staff/channel filtering conditions
  • Step 2: Click “Refresh” to sync data
  • Step 3: Ensure all orders are completed

1. Issue: Dish Report Not Showing Set Menu Details

• Cause Analysis:

  • Dish type not selected as “Single + Set Menu Details”

• Solution Steps:

  • Enter the Dish Report, switch dish type to “Single + Set Menu Details”

1. Issue: No Data in Voucher Change Exemption Summary

• Cause Analysis:

  • No orders meeting the conditions within the filtered time
  • Voucher change exemption ≤ 0 or customer actual payment ≤ 0

• Solution Steps:

  • Step 1: Adjust time filtering range
  • Step 2: Confirm voucher usage scenarios (e.g., a 30 off 40 voucher should pay 35 CNY to generate exemption)

1. Issue: Payment Name Not Merged

• Cause Analysis:

  • The system did not enable payment name merging rules

• Solution Steps:

  • Contact the administrator to enable “Payment Name Merging by authparty” on the BO end

1. Issue: Empty Membership Stored Value Summary in Sales Report

• Cause Analysis:

  • Selected a business scenario filter other than “All” (e.g., dining method = Dine-in)

• Solution Steps:

  • Cancel business scenario filter, keeping only the date/staff filter

6 Appendices

• If you encounter unmentioned anomalies during operation, click【Settings → Help Center】to view video tutorials or contact the store administrator.
• Report metric calculations may vary slightly due to store configuration (e.g., whether to include stored value income), please refer to the actual configuration