> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Sales, Item, and Category Reports
> Understand your revenue in detail — daily totals, payment-method breakdowns, per-item performance, and category-level summaries — all from the web admin.
The Sales, Item, and Category reports give you three complementary views of your revenue: how money came in each day, which menu items drove it, and which categories performed best. All three reports live under **Reports** in the web admin and require the **Show Reports** permission.
These reports run in the browser-based admin panel. They are not available in the waiter app.
***
## Sales report
The Sales report shows you a row-by-row breakdown of every order within your chosen date range, plus daily summary totals and a full payment-method breakdown.
### What the report covers
Each order row includes:
| Column | What it shows |
| ------------------ | ------------------------------------------------------ |
| Order number | The order reference |
| Date and time | When the order was placed |
| Waiter | Staff member who took the order |
| Item count | Number of items on the order |
| Sub-total | Order total before tax and charges |
| Discount | Any manual or coupon discount applied |
| Tax | Tax amount, broken down by tax type |
| Charges | Restaurant charges (e.g. service charge, delivery fee) |
| Total | Final amount billed |
| Payment method | How the customer paid |
| Due amount | Any outstanding balance |
| Voids total | Value of voided items on the order |
| Refunds total | Value of refunds issued against the order |
| Gross vs net sales | Gross includes tax; net is after discounts and refunds |
The summary header above the table shows totals across the date range, including a breakdown by every payment method your restaurant accepts — cash, card, UPI, bank transfer, and online gateway methods such as Stripe, PayPal, Razorpay, PayStack, PayFast, Paymob, Xendit, Flutterwave, AmwalPay, Talabat, TMDone, Khedmah, and others.
### Filtering and viewing options
* **Date range** — pick any start and end date.
* **Time of day** — narrow results to orders placed within a specific hour range (e.g. 11:00–15:00 for lunch service only).
* **Waiter** — show orders taken by a specific staff member.
* **Consolidate by month** — collapse daily rows into monthly totals for a high-level view.
* **Hide/show columns** — toggle waiter, discount, tax, and payment method columns to simplify the table.
* **Sort** — click any column header to sort by order date, sub-total, discount, tax, or total.
### Exporting
Use the **Export** button to download the report as a **CSV** (for spreadsheet analysis) or **PDF** (for printing or sharing).
Use the time-of-day filter together with the waiter filter to evaluate a specific shift's performance without running a separate shift report.
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## Item report
The Item report shows how each menu item performed over a date range — useful for identifying your best sellers, slowest movers, and where discounts are being applied.
### What the report covers
| Column | What it shows |
| ------------- | ------------------------------------------------------------------- |
| Item name | Menu item, including variation if applicable |
| Category | The menu category it belongs to |
| Quantity sold | Number of units sold |
| Gross sales | Revenue including tax |
| Discount | Total discount taken on this item |
| Net sales | Revenue after discounts |
| Prior period | Net revenue and quantity compared to the previous equivalent period |
The prior-period comparison highlights items gaining or losing momentum without you needing to run two separate date ranges manually.
### Filtering and viewing options
* **Date range** and **time of day** — same controls as the Sales report.
* **Search** — type an item name or category to filter the table instantly.
* **Hide/show columns** — toggle category, gross sales, and discount columns.
* **Sort** — by quantity sold, gross sales, discount, or net sales.
* **Consolidate by month** — roll up daily data into monthly rows.
### Exporting
Download as **CSV** or **PDF** from the Export button.
Sort by net sales descending to find your top earners, then cross-check the discount column — a high-discount item with strong net sales is a genuine favourite; one with weak net sales despite high volume may be over-discounted.
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## Category report
The Category report rolls item-level data up to the menu-category level. Use it to see which parts of your menu — starters, mains, beverages, desserts — are driving revenue.
### What the report covers
| Column | What it shows |
| ------------- | ------------------------------------------------------- |
| Category name | The menu category |
| Items sold | Number of distinct items in the category that were sold |
| Quantity sold | Total units sold across all items in the category |
| Gross sales | Revenue including tax |
| Net sales | Revenue after discounts |
Like the Item report, the Category report includes a prior-period comparison so you can spot trends at a glance.
### Filtering and viewing options
* **Date range** and **time of day** — same controls as above.
* **Hide/show columns** — toggle items sold and gross sales.
* **Sort** — by category name, items sold, quantity, gross sales, or net sales.
* **Consolidate by month** — aggregate into monthly rows.
### Exporting
Download as **CSV** or **PDF**.
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## Permissions
Staff need the **Show Reports** permission to access the Sales, Item, and Category reports. If you cannot see the Reports menu, ask your manager or admin to grant this permission.
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## Related
Single-day summary with cash count, variances, and shift breakdown.
Per-order tax liability, manual discounts, coupon discounts, and promotion ROI.
Detailed void and refund tracking, and tools to fix underpaid or stuck orders.
Real-time order volume, completion rates, hourly revenue distribution, and online menu engagement.