Generating & Exporting Reports

Michael

Last Update 7 days ago

How to Generate Reports
  1. Access Reports Section

  2. Navigate to Orders, POS, Customers, or Miscellaneous reports

  3. Customize date range and location

  4. Click the blue Download Excel Report button

Overview of the Benefits of Reports

Sales Performance

Transaction History

  • Complete order records with payment details

Visual Sales Trends

  • Chart-based revenue analysis (daily/weekly/monthly)

Itemized Order Details

  • Product-level sales with modifications

Peak Period Analysis

  • Hourly/daily performance metrics


Menu Optimization

Top & Bottom Performers

  • Best/worst selling menu items

Add-on Popularity

  • Most requested extras and sides

Customization Trends

  • Customer modification patterns


Customer Intelligence

Guest Profiles

  • Individual purchase history and preferences

Loyalty Leaders

  • Top customers by visits and spending

Anonymous Diner Data

  • Behavior patterns of guest checkout users

Multi-Location Comparison

  • Performance across different sites


Operations Management

Promotion Impact

  • Discount and special offer performance

Location Analytics

  • Site-specific sales and trends

Coupon Performance

  • Redemption rates and effectiveness

Pro Tips for Better Insights

• Compare week-over-week data in Time Analysis
• Use Menu Performers to adjust inventory
• Build targeted promotions from Customer Profiles


Need help configuring reports?
📞 (866) 629-9646

📧 support@imenu360.com

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