You can access all reporting directly from the Reports section under Home in your Merchant Manager dashboard. Reports are grouped into categories so you can quickly find the insights you need — from loyalty and sales performance to banking reconciliation and operational details.
📈 Growth Reports
Purpose: Track customer engagement and promotional performance.
- Loyalty Revenue – Revenue generated by loyalty-engaged customers
- Loyalty Balance – A list of individual customer balances and their current status.
- New Loyal Customers – The number of new customers who created a joe account during the selected time period
- Promotions & Discounts – The combined total value of all joe-funded and store-funded discounts applied.
📊 Sales & Summary Reports
Purpose: Get detailed sales performance and transaction breakdowns.
- Sales Report – Overview of sales performance
- Orders & Order Items – Breakdown of orders and the items sold
- All Transactions – Full list of transactions (useful for detailed reconciliation)
- Labor vs Net Sales – Compare labor costs against net sales
📦 Inventory Reports
Purpose: Understand product performance and stock levels.
- Category Sales – Sales organized by product category
- Item Sales – Sales figures per item
- Modifiers Sales – Sales from item modifiers
- Inventory Stock – Current stock levels and inventory reconciliation
📉 Trends Reports
Purpose: Explore performance trends over time.
- Hourly – Sales trends by hour
- Daily – Day-by-day trends
- Weekly – Weekly performance patterns
- Monthly – Month-by-month overview
💳 Banking Reports
Purpose: Support payout reconciliation and help you understand when money hits your bank account.
- Payout by Arrival Date – See payouts grouped by the date funds should arrive in your bank
- Transaction Overview – Summary of transactions associated with payouts
- Transaction Summary – Detailed breakdown for specific payout dates
Additional Notes:
- You can export all reports as CSV files for accounting or third-party tools.
How to Reconcile Payouts:
- Filter the payout date range you’re reconciling.
- Use the Payout ID or Transfer ID in both the Banking and All Transactions reports to match items line by line.
- Look for items like gift card uploads or VIP payments, which may be batched into later payouts.
⚙️ Operational Reports
Purpose: Monitor daily operations and cash handling.
- Applied Credit – Credits applied to orders
- Barista Discounts – Discounts manually applied by staff
- Donations – Donation transactions
- Refunds & Rejected Orders – Refunds and canceled/rejected orders
- Cash Drawer – Cash drawer activity and balances
- Tip Report – Tip reporting and breakdown
- Physical Gift Cards – Activity related to physical gift cards
💡 Tips for Using Reports
- Always refresh your report filters to ensure you’re viewing the latest data before exporting.
- When reconciling payouts, start with the Banking report to confirm what actually hit your bank account, then use All Transactions to verify individual transactions that sum to those totals.
- Use the Payout ID or Transfer ID filter to cross-reference between reports.