You need the Show Reports permission to access the Tax Report and Discount Report. The Promotions Report additionally requires the View Promotions Report permission (or the broader Show Reports access, depending on your role).
Tax report
The Tax Report shows a row for every paid or delivered order within your selected date range, with a full breakdown of the taxes applied to that order. Use it to verify your tax liability for a period or to prepare tax filings.What you see
| Column | What it means |
|---|---|
| Order number | The unique order reference |
| Order date | Date and time the order was placed |
| Taxable amount | The order subtotal after discounts — the base on which tax is calculated |
| Tax name | The name of the tax (e.g. VAT, Service Tax) |
| Tax rate | The percentage rate applied |
| Tax amount | The calculated tax value for that order |
How to use the Tax Report
Set your date range
Use the date picker to choose your reporting period. You can also narrow results by time of day using the start and end time filters.
Review the order-by-order breakdown
Each row represents one order. If you have multiple taxes configured (e.g. VAT plus a service tax), you will see a separate row for each tax on the same order.
Sort and consolidate as needed
Click any column header to sort by order date, taxable amount, or tax amount. Toggle Consolidate by month to group results into monthly totals for longer periods.
Discount report
The Discount Report lists every paid, delivered, or served order where a discount was applied. It separates POS discounts (applied manually by a staff member during the order) from coupon discounts (applied via an online coupon code), so you can see at a glance which source is driving discount spend.What you see
| Column | What it means |
|---|---|
| Order number | The unique order reference |
| Order date | Date and time the order was placed |
| Order total before discount | The gross value before any discount |
| POS discount | Manual discount applied at the point of sale |
| Coupon discount | Discount applied via a coupon code |
| Total | The final order total after all discounts |
How to use the Discount Report
Set your date range
Pick the period you want to review. A time-of-day filter is also available if you want to focus on a specific trading window.
Compare POS vs coupon discounts
Scan the two discount columns to understand whether discounts are being applied by staff or redeemed by customers through coupons. This helps you spot unusual manual discount patterns.
Sort to find outliers
Sort by POS discount or Coupon discount descending to identify the highest-discount orders quickly.
Promotions report
The Promotions Report is an item-level view of how your active promotions are performing. Rather than showing individual orders, it aggregates across all orders to give you a per-promotion summary — useful for deciding which promotions to keep, adjust, or retire.What you see
| Column | What it means |
|---|---|
| Promotion name | The name of the item promotion |
| Order count | How many orders included at least one item using this promotion |
| Units sold | Total quantity of items sold under this promotion |
| Total savings | The cumulative discount value given to customers |
| Net revenue | Revenue collected after the promotion discount |
How to use the Promotions Report
Set your date range
Choose the period you want to evaluate — for example, the duration of a seasonal promotion.
Review promotion performance
Each row represents one promotion. Compare units sold and net revenue across promotions to see which are generating the most volume and revenue.
Filter by a specific promotion
Use the promotion filter to focus on a single promotion if you’re doing a targeted review.
Sort by the metric that matters
Sort by total savings to find your most costly promotions, or by net revenue to identify your best-performing ones.
Promotions tracked here are item-level promotions configured in your menu. Online coupon codes appear in the Discount Report, not here. To set up or edit item promotions, see Item Promotions and Specials.