Getting a comprehensive overview of Reports in Kayana Partner Admin

Getting a comprehensive overview of Reports in Kayana Partner Admin: Financial, Sales, Inventory, and Operational Insights

1. Login to your Partner Admin account using your credentials.
2. From the left-hand sidebar, click on Analytics & Reports.
3. Click on Reports.

The Reports overview page is organized into the following sections:

Financial & Tax Reports

Monitor balances, payouts, and overall financial health.

• Payout Reports – Access yearly payouts, displayed separately by payment source to simplify reconciliation. For example, view how much was paid out via card and how much via cash for a given period.
• Cash Float Report – Daily cash float reports with opening and closing balances for each day. For example, check the opening and closing cash balance for a specific date.
• Payment Methods – View sales split across cards, cash, vouchers, and other payment types. For example, see the total value of sales made by each payment type on a selected day.
• Gift Aid Reports – Manage gift aid declarations and generate reports for tax reclamation. For example, generate a report of all gift aid-eligible transactions for a selected period.

Sales Performance

Analyze sales trends, performance insights, and product movement.

• Sales Reports – Comprehensive sales analytics to help understand performance and key trends. For example, view total revenue and order count for a selected date range.
• Store Sales – Detailed sales data across your businesses, presented clearly for reporting purposes. For example, view the total sales figures for each store location for a selected period.
• Top-selling Items – Discover items that generate the highest sales and customer demand. For example, see which menu items have the highest number of units sold within a selected period.
• Non-selling Items – Identify items with low or zero movement to optimize inventory. For example, see which menu items have had no sales within a selected period.
• Discount Report – Evaluate discount effectiveness and track revenue impact from promotions. For example, view the total value of discounts applied across all orders in a selected period.
• PLU Sales Reports – Displays item sales details including add-ons, excluding extra charges, discounts, service fees, and refunds. For example, view base sales figures per item without discounts or additional charges included.
• Rota Finance – Financial import report for Rota King integration, including payroll and cost data. For example, view payroll and cost data aligned to a selected period for Rota King.
• Rota Sales – Sales transaction data exported for Rota King, covering all sales activity within the selected period. For example, export sales transaction data for a selected period to sync with Rota King.

Inventory Management

Track item activity, menu details, and stock movements.

• Activity Reports – Monitor item-level activity, changes, and operational interactions. For example, view a log of changes made to menu items within a selected period.
• Item Report – Access detailed item information, add-ons, and order quantity. For example, view how many times a specific item was ordered and which add-ons were selected with it.
• Menu Info Report – View menu-wise performance with quantities, sales, tax, and total sales in one report. For example, view the total quantity sold, sales value, and tax collected for each item on the menu.

Operational & Daily Reports

Track register activity, daily summaries, and closure logs.

• Transactions – Browse a complete record of transactions with filtering and search. For example, search for a specific transaction by date or amount.
• X-Report – View item sales and quantities sold for a selected date in an interim report. For example, view current sales totals for the day without closing the register.
• Z-Report – Finalized menu-wise sales report with add-ons and tax details. For example, view the end-of-day sales summary including all add-ons and tax collected.
• Weekly Reports – Access detailed business reports for each day of the selected week in a clear and structured format. For example, view a day-by-day breakdown of sales for a selected week.
• Summary Reports – High-level summaries covering essential KPIs and operational metrics. For example, view total revenue, number of transactions, and average order value for a selected period.

Others

Additional reporting tools and operational insights.

• Charlie Report – Detailed breakdown of cash movements, shortages, and overages. For example, view all cash movements for a selected date and identify any shortages or overages.
• Data Report – Raw operational and transactional data for auditing and analysis. For example, export raw transaction data for a selected period for further analysis.

Next steps: To view and manage all orders placed across your property with detailed filtering, payment status tracking, and fulfillment status, refer to the Reviewing Your Orders Under Analytics & Reports in Kayana Partner Admin guide.