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Analytics and Reports

This guide shows you how to check how the business is performing over a date range, download a report of it, and review who did what in the activity log.

  1. Open Analytics. Select Analytics in the sidebar, then pick a range from the pill group: Today, 7 Days, 30 Days, 90 Days, or Custom Range. Six summary cards show Total Revenue, Total Reservations, Occupancy Rate, Total Orders, Average Rating, and Reviews.

  2. Read the charts. Below the summary cards you find: revenue-over-time and occupancy-by-day line charts side by side; three donut charts (Booking Source, Payment Status, and Order Status); Rating Distribution alongside Staff Performance; and Top Resources alongside Popular Menu Items.

  3. Open Reports. Select Reports in the sidebar — a different page from the Activity Log, despite the similar name. It shows two cards: Reservation Report and Order Report.

  4. Generate a report. Under either card, tap the date field to pick a date or a range, then select Generate Report. An Excel file is produced and the download starts automatically.

  5. Check the Activity Log. Select Activity Log in the sidebar to see every action taken in the organization (Created, Updated, Deleted, Login). The log can be filtered by action and by category (Reservations, Resources, Payments, Reviews, Users, Organization, or Orders), and offers search and an export option.

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