التقارير

The Reports menu

Reports

Reports in the sidebar opens into four groups: Sales & Money, Stock & Purchasing, Storefront and People.

Sales & Money holds the Sales Report, the Cash Flow Report, the Transactions Report, the Expense Report, the Order History Report and — only while a tax integration is enabled — the Tax Report.

Stock & Purchasing holds the Inventory Report, the Purchase Report, the Purchase Return Report, the Wastage Log Report and the Suppliers Report.

Storefront holds the Online Orders Report and the Online Users Report.

People holds the Attendance Report, the Employee Report, the Rider Ledger Report and — while waiter shifts are on — the Waiter Shift Report.

The whole menu needs the Reports module on your role.

The filter bar every report shares

Reports

Almost every report opens with the same four boxes: Start Date, End Date, Start Time and End Time. Generate applies them and Reset clears them.

The dates default to the start of this month up to today.

The times are a slice of every day in the range, not one long span from the first morning to the last afternoon. Asking for 12:00 to 15:00 across a month gives you the lunch rush on each of those days.

A start later than the end — 22:00 to 02:00 — is read as a shift running past midnight.

Leave both times blank for the whole day.

Reports that snapshot right now rather than a period, like Inventory and Suppliers, have their own filters instead.

Times From: placed or paid

Reports → Sales Report

An order has two times: when it was rung up, and when it was paid. At a counter those are the same minute. On table service they can be hours apart, and across midnight they are not even the same day.

So the Sales Report and the Orders History tab both carry a Times From choice: When the order was placed, or When payment was taken.

It drives the dates, the time-of-day filter and the exports alike, and every row shows both times side by side so nothing has to be guessed at.

Payment time is the clock the Cash Flow Report and the account ledger use. Order time is what the Orders History tab shows by default.

This is the single most common reason two reports appear to disagree. Set them both to the same basis and they will match order for order.

Exporting

Reports

Every report has Export PDF, Export Excel and Export CSV beside its filters.

Whatever is on screen is what comes out: the same dates, the same time window, the same filters. An export can never disagree with the list you just read.

The PDF carries your letterhead — the logo, the restaurant name, the tagline, the address, the phone, the email, the website and the tax number — with the period, and any filters you applied, stated under the title.

Excel and CSV keep money and quantities as real numbers, so you can total them yourself.

Exporting needs the Export (PDF / CSV) button permission on the Reports module.

تقرير المبيعات

Reports → Sales Report

Answers: what did we sell, and who sold it?

It totals Total Revenue, Total Orders and the Avg Order Value, then breaks the period down by order type, by payment method, by role and by staff member.

Below that come a Daily Breakdown, an Item-wise Sales table showing quantity sold and revenue per dish, and the individual sales themselves.

There is an Item filter so you can read one dish on its own — how many went out, in how many orders, and what they earned.

Voided items are excluded from the item figures.

تاريخ الطلب

Orders → History

Answers: exactly which orders went through, and what happened to each one?

It is the History tab of the Orders screen, and it is also linked from Reports → Sales & Money as the Order History Report.

Filter by Role, by User, by Status, by a date range, by a time of day, and by the Times From choice. Show All Orders drops the filter that normally limits the list to completed and cancelled orders.

Cards across the top follow the filters: Total Orders, Completed, Cancelled, Total Sales, Avg Order Value, Discount Given and Tax Collected. A restaurant charging for service gets one more card for it, counted apart from Total Sales although it sits inside it. Every money figure counts completed orders only, so a cancelled or still-open ticket can never make the day look bigger than the drawer.

يعرض كل صف رقم الطلب والنوع والعميل وأمين الصندوق والدفع والإجمالي ووقت الطلب ووقت الدفع. ضمن الدفع، يُذكر أيضًا الأموال التي جاءت على أنها - نقدًا أو بطاقة أو تحويل مصرفي أو كليهما في فاتورة مقسمة - بحيث يمكن قراءة عمليات أخذ البطاقة ليوم واحد من القائمة دون فتح طلب.

تتضمن عملية التصدير أيضًا تفصيلًا حسب طريقة الدفع: عدد الدفعات التي تم أخذها في كل منها، والمبلغ. هذا هو الرقم للتوفيق بين بيان محطة البطاقة الخاصة به.

Export PDF, Excel and CSV sit next to the filters. Anyone who can open the Orders screen can print it.

تقرير التدفق النقدي

Reports → Cash Flow Report

Answers: what came in and what went out?

It totals Total In, Total Out and Net, and splits the period into Sales, Purchases and Expenses.

It then breaks the flow down by account type and by transaction type before listing every movement with its date, time, account, direction, amount, description and who recorded it.

This report reads by payment time, which is why it can differ from an Order History filed by order time.

تقرير المعاملات

Reports → Transactions Report

Answers: every movement in and out of one account.

On top of the shared date and time filters it takes an Account, a Type and a Direction — In, Out or Transfer.

Use it to reconcile one bank account or one card machine against its own statement.

تقرير النفقات

Reports → Expense Report

Answers: where is the money going?

It totals the expenses for the period and the number of entries, and breaks them down by category so you can see which line is growing.

This is the report to read next to the Sales Report at the end of a month.

تقرير الضرائب

Reports → Tax Report

Answers: what have we reported to the tax authority?

It only exists while one of the tax integrations — FBR, PRA or ZATCA — is enabled under Settings → Tax Integration. With all three off it is not in the menu.

تقرير المخزون

Reports → Inventory Report

Answers: what is in the store room and what is it worth right now?

It is a snapshot, so it has no date range. Its filters are a Category, a Stock Status — Low / Reorder, Negative Stock, Out of Stock or In Stock — and an active status.

Run it with Stock Status set to Low / Reorder before every buying trip.

تقرير المشتريات

Reports → Purchase Report

Answers: what did we buy, from whom, and for how much?

It covers the goods receipts of the period, with a Time column showing exactly when each was recorded.

تقرير مرتجعات المشتريات

Reports → Purchase Return Report

Answers: what went back to suppliers, and what did we get for it?

Read it alongside the Purchase Report when a supplier's quality is in question.

تقرير سجل الهدر

Reports → Wastage Log Report

Answers: what are we throwing away, and what is it costing?

It totals the wastage of the period with its cost, so a pattern — one item, one shift, one reason — becomes visible.

تقرير الموردين

Reports → Suppliers Report

Answers: who do we owe, and who owes us?

Its Balance filter narrows the list to Payable (we owe), Advance (they owe) or Settled.

تقرير الطلبات أونلاين

Reports → Online Orders Report

Answers: how is the website doing?

It covers orders placed on your store front over the period, separately from counter sales.

تقرير المستخدمين أونلاين

Reports → Online Users Report

Answers: who is registering on the website, and are they coming back?

تقرير الحضور

Reports → Attendance Report

Answers: who turned up, and when?

It counts Present, Absent, Leave, Half Day and Days Marked, gives an attendance percentage per employee, and then lists every day with the check-in and check-out times and any note.

It can be filtered to a single employee.

تقرير الموظف

Reports → Employee Report

Answers: what has been paid out to staff?

It totals Salary Paid, Advances, Deductions and Net Paid Out, breaks them down per employee, and lists every payment with its date, time, type, amount and method.

تقرير دفتر السائقين

Reports → Rider Ledger Report

Answers: what have the riders collected, spent and handed over?

Read it when a rider's cash and your records disagree over a period rather than a single day.

تقرير ورديات النادل

Reports → Waiter Shift Report

Answers: what did each waiter sell, and did their cash balance?

It only exists while Settings → Modules → Waiter Shifts is on, and is reached either from Waiter Shifts under Finance or from Reports → People.

Filter by waiter, by status, by date and by time of day, including a shift that runs past midnight.

The cards total the period: shifts, orders taken, sales, cash collected, card and bank, tips, the cash that should have been counted in, what was actually handed over and the difference.

Tips stay with the waiter and out of the cash to hand over.