Advanced Reporting

Advanced Reporting provides simple, customizable metrics for users who want to get detailed information on how their restaurant is performing.

With Advanced Reporting, you can:

  • Create and save custom reports from preexisting templates or build your own.
  • Quickly see how your restaurant is performing with intuitive graphs and tables.
  • Easily export any report to PDF and/or Excel. Some of the sections can also be exported to CSV.

Advanced Reporting is an additional module that must be enabled on your account by Lightspeed.

To access the report

To access Advanced Reporting, click Reports > Advanced Reporting.

To create a new report

  1. Click Create New report.
  2. Click < on the right to open the report sections list.
  3. Drag report sections from the list to the Drag any component here box. SeeAvailable sections for full descriptions.
    • To move a section within the report, hover over the section and hold the move icon while dragging the section upwards or downwards.
    • To adjust section specific settings, hover over the section and click the settings icon. Select or deselect individual settings and then click Save.
    • To delete a section from the report, hover over the section and click the delete icon. Click Yes to confirm.
  4. Give the report a name.
  5. Click Save.

To open a saved report

  1. Click Open Saved report.
  2. Select the report you want to open.
  3. Click Open Report.

To set the date range

  1. Click the date bar at the top-right corner of the screen.
  2. Select a date range by click a start and end date.
  3. Specify the time of day.
  4. Click Apply.

To adjust the report interval options

  1. Click Options.
  2. From the drop down menus, select:
    1. Start of day: The time that begins a day in the reports.
    2. Start of week: The day that begins a week in the reports.
    3. Start of month: The date that begins a month in the reports.

To export a report

  1. Save a new report or open a saved report.
  2. Select an Export as... option from the drop-down list next to save.
    • Export as PDF - Portrait
    • Export as PDF - Landscape
    • Export as Excel

To export a report section to CSV

Export to CSV is not available for all sections.

  1. Create a new report or open a saved report.
  2. Hover over the report section.
  3. Click CSV in the top-right corner of the section.

Available report sections

Totals and Averages

 

A section showing a snapshot view of your totals and averages. For example: receipts, customers, average revenues and taxes. 

Category Revenue 

A section showing the revenue and taxes grouped by category for any period of time. Can be filtered by shortcut categories or category types, with or without discounts. You can also show revenue for the modifiers associated with a product.  

Floor Revenue

A section showing the revenue and taxes grouped by floor.

 Custom Section

A section where you can input your own components. See Creating a Custom Section for more information.

Add Custom HTML

A section where you can add a custom HTML to add a unique title for the report. 

Kitchen and Bar Summary 

A table showing the totals for the kitchen and bar. Can be grouped by category, food and drinks, or specific categories.

Payments Summary

 A section showing a summary of all payments received within the selected date range. 

Revenue Per Hour

 A graph illustrating the revenue, amount of receipt items, cost, profit and cost percentage grouped by hour. 

Revenue per Weekday 

A table showing total revenue, average revenue, number of tickets and their averages per weekday.

Revenue Summary

 A section showing a summary of all revenue received within the selected date range.

 Table Revenue

 A section showing the revenue and taxes grouped by table.

 Tax Summary

 A section showing a summary of all tax collected within the selected date range.

Tips Summary 

 A section showing a summary of all tips received, contributions to a tip pool, money owed for credit card processing and total tips earned. 

Top 5 selling graph 

A graph illustrating the top 5 best and worst selling items.

Creating a Custom section

The Custom section can be a great tool to help you create an individualized report to match your Restaurant's specific needs.

  1. Drag and drop the Custom section from the section list.
  2. Hover over the Custom section and click the Settings button to open the Custom Section Settings popup.

  3. Give the section a name.
  4. Select an Aggregate interval criterion from the drop-down menu:
    1. Aggregate per receipt
    2. Aggregate per day
    3. Aggregate per month
  5. Select a Sort by criterion from the drop-down menu:
    1. Receipt date - displays report in chronological order.
    2. Receipt ID - organizes content by receipt ID.
    3. Total amount of receipts
    4. Total amount of items
    5. VAT total
    6. Discount total
  6. Create the dynamic columns.
    1. Click Add Field to add a field column to the custom table. Give the field column a header name.

      • Select one of the following options as your field:
        • Receipt date
        • Receipt ID
        • Total amount of receipts
        • Total amount of items
        • VAT total
        • Discount total
    2. Click Add Aggregate to add an aggregate column to the custom table. An aggregate is the sum of certain characteristics or fields. Give the aggregate column a header name.

      • Select one of the following options as your aggregate:
        • Category Tax Incl.
        • Category Tax Excl.
        • Payments Total
        • Payments Amount
        • Payments tips
        • Number of payments
        • Net per tax rate
        • Tax per tax rate
        • Total per tax rate
      • In the Select some data box, you can opt to narrow down the data to specific product categories. For example, Drinks.

    1. To delete a dynamic column, press the X.

  7. Click Save to create the new Custom report section.

Have more questions? Submit a request