Financial reports (Reports section)

The Reports area brings together tables and charts for managers and finance: revenue for a period, how payments split, estimated profitability, warehouse movement, amounts flowing through wallets, and more. It is separate from day-to-day POS screens — here you analyse completed, paid activity in a chosen time window.

Why venues use it

Single place for revenue, payment mix, and headline KPIs without manual spreadsheets.
Reconciliation with accounting and cash — especially invoice totals and wallet transaction views.
Cost and stock insight when inventory modules and rights are enabled.

Opening Reports and access

In the admin menu, open Reports (chart icon). Access depends on plan and permissions: administrators can grant access to Reports and, separately, which tabs appear (sales, financial summary, invoices, warehouses, items, transactions). If no tabs are available and you see something like “It seems that there is nothing here yet”, your profile has no enabled report types — ask an administrator.

Report period

For most tabs, choose a start date and time and an end date and time.

Start date + time — include data from this moment.
End date + time — include data up to this moment.

The default is often today from 00:00 to 23:59. Future dates are disabled.

The span between start date and end date is capped (on the order of 40 days). For longer ranges, run several reports back-to-back or narrow the window.

Changing only the start date may reset the end date to the same day — double-check both fields.

Item Report uses its own layout (category filter). The date block above the tabs is hidden for that view — see below.

Main tabs

Names and order depend on permissions. You might see:

Sales Report — Detailed sales by item/section, filters by server, table, order type; export-friendly.
Invoice Report — Totals for paid bills, including tax breakdown where your setup records it.
Financial Summary — Chart overview: income, card/cash, average check, estimated cost vs gross profit, profit margin, invoice count, items sold, average items per check — from paid orders in range.
Warehouse Report — Ingredient movement: receipts, consumption in orders, transfers, inventory, write-offs (when stock is used).
Item Report — Current menu economics, not “sales on a day”: price, estimated cost from recipes/stock, cost ratio, cooking time — for margin control.
Transactions Report — Wallet movements over the period — aligns with Finances → Wallets.

Financial Summary

Open Financial Summary. Inside you get another row of sub-tabs (scrollable on small screens):

Income · By card / In cash · Average Check · Estimated Cost Price / Estimated Gross Profit · Profit Margin · Number of invoices · Items Sold · Average Items per Check.

Figures come from archived paid orders in the selected interval. If nothing qualifies, charts show the empty state — widen the period or confirm payments exist.

Any metric labelled estimated depends on recipes, stock, and prices being maintained — treat as management insight, not statutory reporting without verification.

Sales Report

Tabular breakdown with grouping (sections/categories), filters, and export — best for deep dives into a shift or period.

Invoice Report

Summarises paid invoices; includes fiscal splits and correction flows when your venue uses them — useful for accounting handoff.

Warehouse Report

Shows ingredient flows across supplies, semi-finished production, sales-linked movements, transfers, inventory, and write-offs — pairs with inventory usage.

Item Report

This is not historical sales volume by date; it reflects the current menu rows: selling price, estimated food cost, margin indicators, prep time. The top date row does not drive the table body — it may appear on exports as a label only. Narrow the list with the category filter above the grid.

Transactions Report

Charts wallet activity from operation logs; some cancelled or technical movements may be excluded from aggregates — use Finances → Wallets → History for the full ledger. See Wallets.

Export and print

Where an export or print button exists, it respects current filters and period labels.

Common situations

Empty report. Confirm paid orders exist in the range, dates are not in the future, and start/end times are correct (e.g. not an accidentally narrow midnight slice).
Financial Summary vs Sales Report. Summary = charts/KPIs; Sales = detailed tables and filters.
Food cost looks wrong. Validate recipes, units, stock levels, and supplier prices — costs are modelled inside the product.

Wallets
Order archive
Inventory — if you use stock in FireMenu