How to Use Sales Report Filter Options

There are multiple ways to filter the sales report to get different outputs depending on what your business needs. There are 3 methods to filter the sales:

1- Using the "Filter" button

This first method depends only on the "Branches" and "order tags".

• Branches: To be able to select the branch that you want to see its sales  

• Order tags: If you want to filter the sales depending on the order tags like (Keeta tag)

  

2- Using "Sales by" field 

This "Sales by" has multiple choices to choose from and filter your sales: 

• Sales by Application: This is used once you want to filter the sales to be for the API orders, the application that you integrated with. 
• Sales by branch: This is used once you want to filter the sales to see the sales for each branch. Each row will be for one branch. 

• Sales by cashier: To get the sales that were done by the cashier user 

• Sales by category: to see the sales of each category of the menu. 

• Sales by combo: To see the sales of each combo that you created. 
• Sales by coupon: To see the sales for each coupon that was used. 
• Sales by charge: To see the sales of each charge. 
• Sales by creator: To see the sales for each creator of the orders. 
• Sales by customer: To see the sales of each customer that ordered from your restaurant. 
• Sales by delivery zone: To see the sales for each delivery zone. 
• Sales by discount: To see the sales for each discount that was used. 
• Sales by modifier option: To see the sales of each modifier option in the menu. 
• Sales by order source: To see the sales of each order source (cashier- API - Call center).
• Sales by order type: To see the sales for each order type (Pickup - delivery - dine-in - drive-thru).
• Sales by product: To see the sales for each product in the menu. 
• Sales by promotion: To see the sales for each promotion that you created and used. 
• Sales by section: To see the sales for each section for dine-in tables. 
• Sales by table: To see the sales for each table. 
• Sales by time event: To see the sales for each time event. 
• Sales by branch tags: To see the sales for each tag that you assign to selected branches. 
• Sales by product tags:  To see the sales for each tag that you assign to selected Products. 
• Sales by order tags:  To see the sales for each tag that you assign to selected orders. 
• Sales by Driver:  To see the sales for each driver. 

3- Using "Group by" field 

This "Group by" has multiple choices to choose from that will appear in the column side: 

• Group by Cashier: to see the sales by branch grouped by the cashier, then you will see each branch's sales for each cashier user. 

• Group by Category: to see the sales by branch grouped by category, then you will see the sales for each category at the branch level.

• Group by Charge: To view sales grouped by charge, allowing you to see the total sales for each additional charge. 
• Group by Combo: To view sales grouped by combo, showing the sales performance of each combo. 
• Group by Creator: To view sales grouped by the user who created the order, allowing you to identify sales generated by each creator. 
• Group by Customer: To view sales grouped by customer, showing the total sales and orders for each customer. 

• Group by Delivery Zone: To view sales grouped by delivery zone, allowing you to analyze sales across different delivery areas.
•  Group by Discount: To view sales grouped by discount, showing the total sales and discount amounts for each discount type. 
• Group by Driver: To view delivery sales grouped by driver, allowing you to track the orders and sales handled by each driver. 
• Group by Modifier: To view sales grouped by modifier, showing how each modifier was selected and its sales value. 
• Group by Order Source: To view sales grouped by order source, such as Cashier, API, or other call centre. 
• Group by Order Type: To view sales grouped by order type, such as Dine-in, Delivery, or Pickup.
• Group by Product: To view sales grouped by product, showing the sales performance of each product.
• Group by Promotion: To view sales grouped by promotion, allowing you to analyze the performance of each promotion. 
• Group by Section: To view sales grouped by restaurant section, allowing you to compare sales across different sections for the dine-in tables. 
• Group by Table: To view sales grouped by table, showing the sales generated from each table. 
• Group by Time Event: To view sales grouped by time events, allowing you to analyze sales during different configured time events. 
• Group by Day: To view sales grouped by day, showing daily sales within the selected date range.
• Group by Week: To view sales grouped by week, showing weekly sales trends. 
• Group by Month: To view sales grouped by month, showing monthly sales trends. 
• Group by Quarter: To view sales grouped by quarter, allowing you to compare sales every three months.
• Group by Year: To view sales grouped by year, showing annual sales trends. 
• Group by Hour of Day: To view sales grouped by each hour of the day, helping identify peak business hours. 
• Group by Day of Week: To view sales grouped by weekdays, allowing you to compare sales between different days of the week. 
• Group by Day of Month: To view sales grouped by the day number of each month (e.g., 1st, 15th, 31st), helping identify monthly sales patterns. 
• Group by Day of Year: To view sales grouped by the day number of the year, allowing yearly trend analysis. 
• Group by Week of Year: To view sales grouped by the week number of the year, helping compare weekly performance across the year. 
• Group by Month of Year: To view sales grouped by month names (1 - 12 ), allowing year-over-year monthly comparisons. 
• Group by Quarter of Year: To view sales grouped by the quarter of the year (1, 2, 3, 4), allowing quarterly performance comparisons across years.