The Reports page is the owner's daily command center. It answers questions like "How much did we sell yesterday?", "Which product is our top seller?", "Who's the best cashier?", and "What ingredient are we burning through fastest?". Unlike the Accounting page (which is about profitability), Reports is about sales activity.
How to get there
Tap Reports in the sidebar (under Management, owner-only). The page is scoped to whichever branch you have selected in the top-left switcher.
The filter bar
Across the top of the page, you have a row of filters that narrow down what you're looking at:
- Period — Today, Week to Date, Month to Date, Year to Date, or Custom (with start/end date pickers)
- Start Time / End Time — narrow to a specific hour range (e.g. only 5 PM–10 PM rush)
- Products — filter to specific products only
- Staff — filter to specific cashiers
- Payment — Cash, GCash, or All
- Source — POS (counter sales) vs QR (online orders) vs All
Every section below the filter bar respects these filters in real time. So if you pick "Today, only Cash, only Geraldine, only Frappes", every chart and number on the page reflects that exact slice.
Top KPI cards
The first row of summary cards shows your key numbers at a glance:
- Total Revenue — sum of net sales (after voids and discounts) for the period
- Total Orders — number of completed sales
- Items Sold — total quantity across all line items
- Cash On Hand — net cash kept in the drawer per shift, summed
- GCash — total GCash payments collected
- Total Expenses — sum of shift expenses logged
Cash On Hand vs GCash
Cash On Hand is what's physically in the drawer (cash sales minus expenses). GCash is paid digitally and never touches the drawer. Together they should approximately equal Total Revenue minus expenses.
Staff Performance
A grid of every cashier who took at least one sale during the period. Each card shows the staff member's photo (or initials), their name, sales count, total revenue, and a crown icon for the active cashier or chef hat for kitchen staff.
Use this to spot top performers, identify training needs, and track who's consistently moving the most volume.
Revenue by Hour chart
A line chart showing revenue across the day (or across the date range if you picked a longer period). Hover any point to see the exact peso amount and order count for that hour.
This is the easiest way to spot rush hours, dead zones, and unusual spikes. Use it to plan staffing — if 3 PM is your peak, make sure you have your strongest cashier on at 2:30.
Top 10 Products
Ranked list of your best-selling products by revenue. Each row shows the product name, quantity sold, and total revenue. Sorted by revenue (not quantity) so "low-volume but high-margin" products surface alongside fast-movers.
Payment Methods (pie chart)
Visual breakdown of cash vs GCash (and any other methods you use) as a percentage of total revenue. Useful for tracking the cash-to-digital shift over time.
Expense Breakdown
Shift expenses grouped by item label. Tap Details to expand into a row-by-row table showing date, item, category, amount, and time. Helpful for spotting unusual spending — if "Drum Water" jumped 3x this week, you'll see it immediately.
Hourly Distribution + Category Breakdown
Two side-by-side bar charts:
- Hourly Distribution — order count per hour (different from revenue — useful when you have a few high-value orders mixed with many small ones)
- Category Breakdown — revenue grouped by product category (Milktea, Coffee, Frappe, Food, etc.)
Top Consumed Ingredients
List of every ingredient and supply consumed during the period, split into "Ingredients" (powders, syrups, drinks) and "Supplies" (cups, lids, bags). Each row shows the quantity used in the storage unit (e.g. "120 cups", "0.5 jars").
This is gold for inventory planning — it tells you exactly how much of each thing you need to reorder for next week if sales stay similar.
Sales Points scatter (live shift only)
On a single-shift report, you also get a scatter plot of every individual sale by time of day. Each dot is one sale; the higher it is, the bigger the order. Use this to spot patterns like "morning customers buy small, afternoon customers buy big".
Reports vs Accounting — when to use which
- Reports — "Are we selling enough?" Daily monitoring, sales activity, staffing decisions, product performance.
- Accounting — "Are we making money?" Profit & loss, COGS, operating expenses, true bottom line.
Most owners check Reports daily (it's closer to a sales dashboard) and Accounting weekly or monthly (closer to a financial statement).
Inventory Audit button
In the top right of the Reports page, there's an Inventory Audit button. This opens a separate page that compares each item's expected stock to its actual stock based on sales and counts during the period. Use it after a physical count to spot variance and shrinkage.
Period filters are remembered per visit
When you change the date range, every section updates. If you want to share a specific view with someone, you can take a screenshot — but the filter selections don't save to a URL (yet). You'll need to recreate the filters when you come back.
Related articles
- Understanding the Accounting page
- Using the Inventory Audit report
- Staff performance tracking