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The Reports section lets you generate detailed, downloadable spreadsheets covering sales, inventory, customers, financials, and end of day summaries. Each report has its own filters so you get exactly the data you need.

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How reports work

  1. Go to Analytics > Export
  2. Pick a report category (Sales, Inventory, Customers, Financials, or End of Day)
  3. Choose the specific report you need
  4. Set your filters (date range, locations, statuses, etc.)
  5. Click Generate and download the file
Most reports download as Excel files (XLSX) with multiple sheets — a summary sheet plus detailed breakdowns. Some simpler reports download as CSV files.

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Sales & Revenue

Sales report with filters and data preview
Four reports covering your sales from different angles:
ReportWhat it answers
Order SalesHow much did we sell? Breaks down by date, occasion, product, category, source, and payment method. The most comprehensive sales report.
Customer OrdersWhat has a specific customer ordered? Shows their full purchase history and order frequency.
Orders by Payment MethodHow are customers paying? Groups revenue by card, cash, account, etc.
Events by Payment MethodHow are event customers paying? Same breakdown but for weddings and events.
The Order Sales report is the most flexible. You can filter by:
  • Date type (order date, fulfilment date, or payment date)
  • Order and payment status
  • Order sources and integrations
  • Locations
  • Fulfilment methods (delivery, collection, relay)
  • Order types (gift, funeral, corporate, event)
  • Product categories and occasions
  • Individual team members
  • Till devices (for POS-only analysis)
It generates a multi-sheet Excel file with sheets for: Overview, Occasions, Orders, Products, Products by Category, Custom Products, and Adjustments.
Want to see just your till sales? Filter by your POS device under “Till devices” to get a report of only sales made at the till. This is useful if you want to drill down to individual order level and understand exactly what’s making up your POS figures. Note that if you have multiple POS devices, the report pulls data from all selected devices — so make sure you select only the one you want if you need device-specific data.

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Inventory & Stock

Inventory report showing stock levels and movement options
Four reports for managing your stock:
ReportWhat it answers
StockWhat do we have right now? Current stock levels with cost and retail prices for every product with stock control enabled.
Stock MovementsWhat changed and when? A full history of every stock adjustment — sales, manual corrections, imports, and returns.
Ingredient SummaryWhat do we need to order? Total ingredient demand across your orders, grouped by ingredient. Perfect for sending stem counts to your wholesaler.
Ingredient BreakdownWhich orders need which ingredients? A per-order, per-product breakdown of exact ingredient requirements.
Ingredient Summary and Ingredient Breakdown are only available if you’ve set up ingredient recipes on your product variants.
The ingredient reports let you filter by fulfilment date range, order status, and fulfilment method — so you can generate a shopping list for just this week’s deliveries, or just funeral work, or just confirmed orders.

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Customers & Marketing

Customer marketing report with export options
Three reports for understanding and reaching your customers:
ReportWhat it answers
Customer MarketingWho can we contact? Customer names, emails, phone numbers, and marketing consent status. Filter by date or export everyone.
Event CustomersWho’s booked events? Customers who’ve had weddings or events, filterable by event date, creation date, or quote acceptance date.
Recurring MarketingWho orders regularly? Customers with recurring or subscription orders, for targeted loyalty campaigns.
You can choose to export only customers with a marketing email, and exclude those who’ve opted out — both options are available as checkboxes before you generate.

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Financials & Accounting

Financial report showing revenue and payment breakdown
Five reports for your accounts and bookkeeping:
ReportWhat it answers
All InvoicesWhat’s been invoiced? Every invoice with status (paid, unpaid, partially paid), amounts, and outstanding balances.
AccountsWho owes us money? Outstanding payments, uninvoiced orders, and aged debt broken down into 0–30, 31–60, 61–90, and 91+ day buckets.
TransactionsWhat transactions happened? Raw transaction data with order and event references, filterable by date type and user.
Transaction PaymentsHow was each payment made? Every individual payment across orders, events, petty cash, and adjustments — with payment method, device, and refund tracking.
Accounting ExportHow do I get this into my accounting software? Formatted exports for Sage, Xero, or QuickBooks with the right columns, tax codes, and account mappings.
The Accounting Export automatically formats your invoices for your accounting software. Select Sage, Xero, or QuickBooks, set your date range, and the system generates a file your accountant can import directly.

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End of Day

List of end of day till session reports
Two reports for closing out your day:
ReportWhat it answers
HistoryWhat happened in each till session? Browse individual sessions with their totals.
Date RangeWhat happened across multiple days? A consolidated report covering all till sessions in a date range, with summary or detailed breakdowns.
The date range report generates a multi-sheet Excel file with: Sessions, Payments Summary, Payments by Orders/Events/Adjustments, Refunds, and Petty Cash Receipts. Learn more about end of day →

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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, etc.)
  • Info — the filters you applied when generating the report, so you know exactly what data is included
Open the file in Excel or Google Sheets and use the tabs at the bottom to switch between sheets.

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Common questions

Most reports download as XLSX (Excel) files that open in Excel, Google Sheets, and Numbers. Some simpler exports are CSV files. Order and delivery reports can also be exported as PDF.
Invoice reports are capped at 10,000 records per export. For other reports, there’s no hard limit — though very large exports may take a moment to generate.
Admins and Managers can access all reports. Financial reports and end of day reports require additional permissions that your admin can configure.
Yes. Every export is logged with who downloaded it, when, and what filters were applied. Your admin can review these in the audit log.
Reports are currently generated on demand. For automated financial data, consider connecting to Xero or QuickBooks via Integrations — your data syncs automatically.

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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.
Last modified on March 11, 2026