This page covers features gated by Manager-tier permissions. Managers and Admins have these by default; your administrator can adjust who has them in Settings > Team.
How reports work
- Go to Analytics > Export
- Pick a report category (Sales & Revenue, Inventory & Stock, Delivery Pictures, Customers & Marketing, EOD/Cashups, or Financial & Accounting)
- Choose the specific report you need
- Set your filters (date range, locations, statuses, etc.)
- Click Generate and download the file
Formats at a glance
| Format | Where it’s used | Opens in |
|---|---|---|
| XLSX (Excel) | Most reports from Analytics > Export | Excel, Google Sheets, Numbers |
| CSV | Mailing list (when CSV is selected), bulk customer/order/product exports from Settings > Advanced > Disaster Recovery, ingredient template exports | Excel, Google Sheets, any spreadsheet tool |
| Order worksheets, order list, delivery run sheets | Any PDF viewer | |
| ZIP | Delivery Pictures (bundle of delivery photos) | Any unzip tool |
Exporting from other pages
A few other places let you export without going through Analytics > Export:| Page | What you can export |
|---|---|
| Orders | Order worksheets and order list as PDF |
| Delivery | Delivery run sheets as PDF |
| Settings > Ingredients | Ingredient list as CSV (blank template or with data) |
| Settings > Advanced > Disaster Recovery | Customer list, order list, orders by fulfilment date, and product catalogue as CSV |
Sales & Revenue
| Report | What it answers |
|---|---|
| Order Sales | How much have you sold? Breaks down by date, occasion, product, category, source, and payment method. Covers more dimensions than the other sales reports. |
| Event Sales | How are weddings and events tracking? Totals, paid-to-date, and outstanding balances per event, with breakdowns by event type, payment status, and invoicing state. |
| Customer Orders | What has a specific customer ordered? Shows their full purchase history and order frequency. |
| Orders by Payment | How are customers paying? Groups revenue by card, cash, account, and other methods. |
| Event Payments by Method | How are event customers paying? Same breakdown, for weddings and events. |
- Date type (order date, fulfilment date, or payment date)
- Order and payment status
- Order sources and integrations
- Locations
- Fulfilment methods (delivery, collection, relay)
- Order type
- Product categories and occasions
- Individual team members
- Till filter (All Orders, Till Only, or Without Till) for point of sale (POS) analysis
Inventory & Stock
| Report | What it answers |
|---|---|
| Stock | What do we have right now? Current stock levels with cost and retail prices for every product with stock control enabled. |
| Stock Movements | What changed and when? A full history of every stock adjustment, including sales, manual corrections, imports, and returns. |
| Ingredient Summary | What do you need to order? Total ingredient demand across your orders, grouped by ingredient. Use this when sending stem counts to your wholesaler. |
| Ingredient Breakdown | Which orders need which ingredients? A per-order, per-product breakdown of ingredient requirements. |
Ingredient Summary and Ingredient Breakdown are only available if you’ve set up ingredient recipes on your product variants.
Customers & Marketing
| Report | What it answers |
|---|---|
| Customer Marketing | Who can you contact? Customer names, emails, phone numbers, and marketing consent status. Filter by date, or use Export All to download every customer. |
| Mailing List | Need a clean list for an email campaign? Pulls just the contactable customers with marketing consent. |
| Event Customers | Who’s booked events? Customers who’ve had weddings or events, filterable by event date, creation date, or quote acceptance date. |
| Recurring Marketing | Who orders regularly? Customers with recurring or subscription orders, for targeted loyalty campaigns. |
Financials & Accounting
| Report | What it answers |
|---|---|
| All Invoices | What’s been invoiced? Every invoice with status (paid, unpaid, partially paid), amounts, and outstanding balances. |
| Accounts | Who owes us money? Outstanding payments, uninvoiced orders, and aged debt broken down into 0–30, 31–60, 61–90, and 91+ day buckets. |
| Transactions | What transactions happened? Raw transaction data with order and event references, filterable by date type and user. |
| Transaction Payments | How was each payment made? Every individual payment across orders, events, petty cash, and adjustments, with payment method, device, and refund tracking. |
| Accounting Export | How do I get this into my accounting software? Formatted exports for Sage, Xero, or QuickBooks with the right columns, tax codes, and account mappings. |
End of Day
| Report | What it answers |
|---|---|
| History | What happened in each till session? Browse individual sessions with their totals. |
| Date Range | What happened across multiple days? A consolidated report covering all till sessions in a date range, with summary or detailed breakdowns. |
Audit logging
Reports generated from Analytics > Export are logged automatically. The audit log records who generated the file, when, which report type, and the context for that export (such as date range or filter selections). Your administrator can review export entries in the audit log to see who accessed what data and when.Understanding multi-sheet exports
Many reports download as Excel files with multiple sheets (tabs). Here’s how to read them:- Overview / Summary — the headline numbers and totals
- Detail sheets — the raw data behind the summary (individual orders, payments, products, and so on)
- Info — the filters you applied when generating the report, so you know what data is included
Common questions
What format are the reports in?
What format are the reports in?
Reports from Analytics > Export download as XLSX (Excel) files that open in Excel, Google Sheets, and Numbers. Delivery Pictures downloads as a ZIP. Order worksheets, the order list, and delivery run sheets are PDF.
Is there a limit on how much data I can export?
Is there a limit on how much data I can export?
The All Invoices report is capped at 10,000 records per export. Other reports have no hard limit, though very large exports may take a moment to generate.
Who can access reports?
Who can access reports?
Reports are gated by the Analytics (View) permission. Financial reports additionally require Exports: Financial, and end of day reports require Exports: End of Day. Your administrator can adjust who has each of these in Settings > Team.
Are exports logged?
Are exports logged?
Yes. Exports generated from Analytics > Export are recorded in the audit log with who generated the file, when, the report type, and the context for that export. Your administrator can review these in the audit log.
Can I schedule automatic reports?
Can I schedule automatic reports?
Reports are generated on demand. For Xero or QuickBooks, Digital Florists generates a formatted spreadsheet you import into your accounting package — see Accounting exports.
What’s next?
Analytics
View your data visually with charts and trends.
Insights
Drill into specific areas like staff or products.
End of Day
Learn about the daily cashup process.
Financials
Manage invoicing, payments, and accounting.