Step 1
Verified starting point
Select the branch in the dashboard header, then open Reports. Detailed reports include Revenue Summary, Order Volume, Top Items, Peak Hours, Order Breakdown, Kitchen Station SLA, and Z-Report.
- Detailed reports provide Date Range, Export CSV, and Print
- Sessions has branch, number, actor, status, dates, reconciliation filters, and Export CSV when results exist
Step 2
Choose the report scope
Go to Reports and select the report needed for the question, then set the branch and date period. Use the same timezone, service-day cutoff, and definitions for open, cancelled, refunded, unpaid, and fulfilled orders each time.
- Do not mix fulfillment status with payment status
- Use the same scope when comparing branches or periods
Step 3
Export the original evidence
Apply the available filters, review the on-screen totals, then use the report's CSV export or Print control where available. Name the untouched output with the branch, report type, and period and store it under the restaurant's authorized retention policy.
- Restrict exports to approved finance and management roles
- Keep the original file before adding spreadsheet notes
Step 4
Reconcile the service session
Use the session reconciliation / close report for counter handoff. Compare recorded cash with the physical count, card-at-handoff with the terminal or acquirer, and online payments with SkipCash settlement. Record timing differences and investigate unexplained variance without rewriting order history.
- Match refunds to their approval record
- Document the person who reviewed and closed the period