Reports and Dashboard
What you will learn: what the dashboard shows, where to find the day's numbers, and how to export them for accounting or payroll.
The dashboard at a glance
The first thing you see on sign-in is the Dashboard. By default it scopes to Today, but the top-right date picker switches to yesterday, this week, last week, this month, or a custom range.
Top row — the headline KPIs:
- Net sales — total minus discounts, refunds, and voids.
- Orders — count of paid-and-closed orders.
- Average ticket — net sales divided by order count.
- Guests — total guest count (if you capture cover counts at the table).
Middle row — the time-series:
- Hourly sales — bar chart by hour, useful for staffing decisions.
- Sales by channel — kiosk vs cashier vs table vs QR vs delivery.
Bottom row — the leaders:
- Top items — by net sales and by quantity.
- Top staff — by sales rung up (servers and cashiers).
🎬 Video — dashboard walkthrough: Dashboard demo
Source: Videos/Existing-Updated-Videos/Dashboard Video.mov
Pre-built reports
Open Reports in the sidebar. The pre-built reports are:
| Report | What it shows | Used for |
|---|---|---|
| Daily Sales | Per-day totals across a range | Accounting close, daily review |
| Sales by Item | Item-level performance | Menu engineering, 86-list decisions |
| Sales by Category | Category roll-ups | Pricing and promo planning |
| Sales by Channel | Kiosk vs cashier vs table vs QR | Channel ROI |
| Sales by Staff | Per-staff sales and orders | Performance, contests |
| Tips Report | Tips collected per staff and per shift | Payroll |
| Refunds and Voids | Every refund and void with reason | Manager review, fraud detection |
| Tax Summary | Tax collected by rate | Sales-tax filings |
| Shift Reports | Per-shift cash, card, tips, over/short | Drawer reconciliation |
| Hourly Breakdown | Per-hour orders and sales | Labor scheduling |
Filters
Every report supports:
- Date range.
- Channel.
- Staff.
- Location (if you have multiple locations on one DineNGo account).
- Payment type (cash, card, Apple Pay, QR).
Export
Top right of any report — Export → choose CSV, XLSX, or PDF. The export honors the active filters.
For accounting integrations (QuickBooks, Xero, etc.) ask your DineNGo contact about the direct sync — it eliminates the daily CSV.
End-of-day close
The recommended close routine:
- Each cashier closes their shift on the register (see 04-Devices/04-Cashier-Register).
- Open Reports → Shift Reports and confirm every shift is closed and over/short is acceptable.
- Open Reports → Daily Sales for the day. Compare net sales against your drawer counts plus Clover deposits.
- Open Reports → Tips Report. Export to your payroll provider (or hand to your bookkeeper).
- Open Reports → Tax Summary. File or save for the monthly close.
Custom reports
Need something the pre-built reports do not cover? Open Reports → Custom:
- Pick the dimensions (date, item, category, staff, channel, hour).
- Pick the measures (orders, gross sales, net sales, refunds, tips).
- Save the layout so it appears in your sidebar next time.
Next steps
- Plan a loyalty / promo strategy: 09-Rewards-and-Promotions.
- Diagnose anything weird in the numbers: 10-Troubleshooting.