AdminReports and intelligence

Find, filter, and export reports

To find, filter, and export reports, start with recorded source data, a reporting period, and the intended branch. In Admin, browse report library, select dates, select branch, and review KPIs. Confirm the branch, period, filters, and source completeness before exporting or acting on a result.

Before you start

Recorded source data, a reporting period, and the intended branch
Filters define the result; recheck dates and branch before exporting or acting

Steps

Open /reports or /reports/overview and choose the report that matches the question; report pages are separate workflows.
On the chosen report, set the date range and branch before reading KPI cards or detail rows.
Apply any report-specific filters, refresh, and compare the visible scope with a known source record.
Export CSV or print/PDF only after the on-screen totals and filters match the intended reconciliation scope.

Expected result

The chosen report shows filters, KPIs, and rows for one explicit branch and period. Any exported CSV or printed/PDF output corresponds to the visible report scope; an empty result remains distinguishable from a request failure.

Permissions

The report library and overview accept reports.read or analytics.read; individual child reports apply the guards documented for their own routes.

Troubleshooting

The selected report is empty or cannot load.

Recheck its own date, branch, and report-specific filters, then compare with one known source record. Empty is valid when nothing matches; retry once only for a visible request error.

An export differs from the screen.

Keep the report open and compare its visible scope with the exported file. Regenerate once after filters settle; if it still differs, send Support the route, filters, branch, period, and differing total without confidential source files.

Review profit and food-cost reports
Use profit, channel margin, theoretical-versus-actual, and menu-engineering views for distinct cost and margin questions.Run sales, VAT, expense, and exception reports
Run Z, hourly sales, VAT, expense, or employee-exception reports with the filters supported by each report.Review forecasts and aging reports
Review demand forecasts, customer credit aging, or supplier aging without mixing their separate scopes and actions.