Reports & analysis
The reports hub
Every report, what each one answers, and how to get it out as a PDF or a spreadsheet.
2 min read · Last reviewed 22 Oct 2026
Business Intelligence → Reports is the library, grouped by the question you are asking: Management, Purchase, Order, Inventory, Inventory Action, Menu, Kitchen, HR and Audits. Reports take a date range and an outlet, and export to PDF or a spreadsheet.
- Management — the one-page view for owners.
- WIP Review — the week or month in one page — start here.
- Purchase Analysis — who you spend with, on what.
- Price History — every price change, with who or what changed it.
- Stock Count Analysis — what each count found against what was expected.
- Cost of Goods Sold — opening stock plus purchases less closing stock, against sales.
- Menu Engineering — stars, plough horses, puzzles and dogs.
- Theoretical vs Actual — what recipes say you used against what the counts say.
Which report answers which question
| Question | Report |
|---|---|
| How did the week go, in one page? | WIP Review (Weekly / Monthly) |
| Why did food cost move? | Cost of Goods Sold (COGS), then Price History & Changes |
| Which dishes are earning their place? | Menu Engineering, then Hero Items |
| Who are we spending with? | Purchase Analysis |
| Where is stock disappearing? | Stock Count Analysis, then Stock Wastage and Theoretical vs Actual |
| What did we actually sell, and when? | Item Sales vs Daily Sales, Sales Heatmap |
| What did one ingredient do? | Stock Card |
Reading a cost report honestly
Food cost percentage is cost of goods ÷ sales, and cost of goods needs an opening and a closing stock figure. Without a stock take at each end, the report uses purchases as a proxy — which is fine for a trend and wrong for a single month, because a big delivery on the 30th lands entirely in that month's cost.
If a month looks wildly off, check whether it has a stock take at both ends before you go looking for a problem in the kitchen.
Scheduling
Under Settings → Scheduled Reports, New Subscription emails a report to a list on a schedule — the week's numbers to the operations manager on Monday morning, the month to the owner — with AI insights written in if you want them. Send Test Report shows what it will look like.
Big exports
Very large PDFs are generated in the background rather than making you wait on a spinning page. You will see progress and a download when it is ready; leaving the screen does not cancel it.
Still stuck?
Tell us what you were trying to do — a person on our team will reply. If this guide is missing a step or out of date, say so and it gets fixed in the manual, not just in an email.