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Reports

Financial summaries of orders for accounting and cost centre breakdowns

Reports give you a financial summary of the orders placed at a site, so you can see what's been spent, keep records for accounting, and share breakdowns with the people who manage each cost centre.

You'll find Reporting in the menu for the site you're currently viewing. Reports are generated per site, so make sure you have the right site selected before you start.

What a report contains

A report covers either a single cost centre or all cost centres combined, for a date range you choose. Only orders that have been finalised are included — orders that are still in progress at the time the report is generated are left out.

For each order in a report, the following is captured:

  • Order number and event name
  • Cost centre
  • The date the order was finalised
  • Who placed the order
  • Number of attendees (pax)
  • The order total
  • A breakdown of spend across four categories: Food, Beverage, Labour, and Expense

A report is a snapshot taken at the moment you generate it. If orders for that period change afterwards, the report itself won't update — generate a new one to get current figures.

Generating a report

  1. Open the Reporting section for the site.
  2. Select Generate Report.
  3. Choose a cost centre, or select All Cost Centres to combine every cost centre into one report.
  4. Choose a Period Start and Period End date. The period end must be after the period start.
  5. Select Generate Report to confirm.

The report is created and added to your reports list straight away. A spreadsheet with the spend breakdown for every order in the report also downloads automatically to your device.

Finding a report

Every report you've generated for the site appears in a list, most recent first. You can:

  • Search by cost centre name or code.
  • Filter by period — All Periods, Today, This Week, This Month, This Year, or All Time.
  • Filter by cost centre, including All Cost Centres.
  • Sort the list by period, order count, or amount.

Each row shows the cost centre, the date range the report covers, the number of orders, and the total amount.

Downloading a report

Open the actions menu next to a report to download it as either:

  • PDF — a "Cost Centre Report" document showing the cost centre (and code, if it has one), the report period, and the date it was generated, followed by a table listing every order (order number, finalised date, event name, and amount) with a total at the bottom. If the report combines all cost centres, each order row also shows which cost centre it belongs to.
  • CSV (spreadsheet) — one row per order, with the date, order number, site, cost centre, contact name, event name, pax, and the spend breakdown across Food, Beverage, Labour, Expense, and Total. This is useful for further analysis or importing into accounting software.

Deleting a report

  1. Open the actions menu next to the report.
  2. Select Delete Report.
  3. Confirm the deletion.

This removes the report itself — it does not affect or delete the underlying orders. Deleting a report cannot be undone, so if you need it again, generate a new one.

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