Filters, dates and favourites
You need: Sales reports.
Every report is driven by the same filter set. Understanding it once covers the whole chapter.
The filters
| Filter | Required? | Notes |
|---|---|---|
| Brand | Yes, on most reports | Reports are built per brand. With one brand it may be preselected |
| Stores | No | Empty means every store within your scope |
| Sources | No | Web, app, aggregators. Only applies where source filtering is active |
| Business date | Yes | The day the report covers |
| End date | Only in range mode | Turns one day into a period |
| Time window | No | Narrows to part of the day |
The available values are loaded from your own scope, so the store list is what you can see, not everything that exists.
Day mode versus range mode
- Day — one business date. The default for operational questions.
- Range — a start and an end date, for a week, a month, a comparison.
Switching modes changes what some reports mean. A 15-day chart in range mode anchors on the end date, not the start.
Business date is not calendar date
This is the one that catches people out.
A business date covers a trading day, which for late-night service runs past midnight. An order placed at 01:30 on Saturday usually belongs to Friday's business date.
So "yesterday's sales" means yesterday's business date, not the calendar day. When a total looks like it's missing the late evening, check which date the late-night orders landed on.
Two reports disagreeing by roughly one evening's trade is almost always this, not a fault.
The time window
Start and end times narrow a report to part of the day — the lunch service, the evening peak.
The window applies within each business date in your range. Setting 19:00–23:00 over a week gives you seven evenings, not one continuous stretch.
Favourites and the dashboard
The dashboard pulls its widgets in one batch, so it loads as a single view rather than piece by piece.
Use it for the numbers you check daily. For anything you need to slice, go to the report itself — the dashboard is a summary, not a filtered view.
Getting a report you can trust
- Set the brand first. Most reports need it, and changing it later resets other choices.
- Confirm the mode, day or range.
- Set the business date, remembering it is not the calendar date.
- Add stores and sources only if you mean to narrow. Empty means "everything I can see", which is usually what you want.
- Check the store count against what you expect. Fewer stores than expected is a scope question — see How scope works in practice.
Related pages
- Reports and Metrics: which to use — picking the right area
- Operations report — the most filter-sensitive screen
- Exporting data — taking figures out of the console