Reporting

Overview

Reporting answers: How did we trade? Who sold what? Where did cash go? What leaked in comps? Use Sales → Analytics / Orders / Cash up and related dashboards on admin (desktop or mobile).

What to check every day

1. Sales today vs a normal day (filters in Analytics).
2. Open orders — nothing abandoned.
3. Unpaid / signed list — chase plan.
4. Comps / voids — anything unusual.
5. Cash up completed for shifts that ended.

Tavio reporting centres on Cash up, Analytics, and Orders history — not classic Z/X register reports.

Tip: Pick a fixed morning routine (10 minutes) before deliveries arrive.

Cash up

Cash up reconciles expected drawer money vs counted cash, cards, tips, and payouts.

1. Staff finish open tables.
2. Run cash up for the session/shift.
3. Count cash; enter totals.
4. Explain variance (wrong change, missing tip entry, payout).
5. Manager signs off per your policy.

In admin: Sales → Cash up — review historical cash-ups when a shift disputes numbers.

Analytics slices that matter

Exports

Export orders or summaries when you need accountants, franchise reports, or Xero-linked workflows. Keep raw exports stored safely.

Trading day reminder

Reports follow business hours, not always calendar midnight. If Friday service ends 02:00 Saturday, those sales may still sit on Friday’s trading day.

Common mistakes

• Reading “today” without checking hours.
• Comparing staff sales without section fairness.
• Ignoring comps because “it was only a few drinks.”

Tips

Good practice: Weekly 15-minute owner review: sales, variance, top voids/comps, unpaid aging.

Troubleshooting

Glossary