Skip to main content
These three reports give you a clear picture of how taxes are being collected, where discounts are being applied, and which item promotions are delivering value. All three are available in the browser dashboard under Reports.
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

Totals are aggregated at the bottom — broken down by each tax type and as an overall sum.

​
How to use the Tax Report

1

Open the Tax Report

In the web admin, go to Reports and select Tax Report.
2

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.
3

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.
4

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.
5

Export your data

Use the Export button to download the report as CSV or PDF for your records or accountant.
The taxable amount shown is the subtotal after any discounts have been applied — not the gross order value. This matches how tax is calculated at checkout. If you want to review your tax configuration, see Setting Up Taxes.

​
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

​
How to use the Discount Report

1

Open the Discount Report

Go to Reports and select Discount Report.
2

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.
3

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.
4

Sort to find outliers

Sort by POS discount or Coupon discount descending to identify the highest-discount orders quickly.
5

Export or consolidate

Export to CSV or PDF, or switch on monthly consolidation for trend analysis over longer periods.
The Discount Report only shows orders where at least one discount was applied. Orders with no discount do not appear here. For a full sales picture alongside discount totals, use the Sales, Item, and Category Reports.

​
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

​
How to use the Promotions Report

1

Open the Promotions Report

Go to Reports and select Promotions Report.
2

Set your date range

Choose the period you want to evaluate — for example, the duration of a seasonal promotion.
3

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.
4

Filter by a specific promotion

Use the promotion filter to focus on a single promotion if you’re doing a targeted review.
5

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.
6

Export

Download as CSV or PDF for presentations or planning. Monthly consolidation is also available.
Compare total savings against net revenue to gauge whether a promotion is bringing in enough revenue to justify the discount. A high savings figure paired with low net revenue may indicate the promotion is too aggressive.
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.