Analytics
See what's actually selling — without writing formulas.
Sales by item over any date range. Top 20 items, categories, and customers. Peak hours, days, months, and delivery time slots. Item preparation grouped by the customer's service date — so you know what to prep for tomorrow. Current stock levels plus a low-stock alert report. Twenty-plus reports across seven sections, each with date-range filters and a CSV export button.
What it does
Reports is the analytics surface for your storefront, organized into the sections you actually use. **Sales & Revenue Analysis** — sales by item over a date range, four grouping options (base, +variants, +extras, +variants+extras), filterable by order status and payment status. **Preparation Analysis** — the same item view but grouped by the customer's scheduled service / delivery date, so you can prep tomorrow's orders in advance (caterers, bakeries, anyone with pre-orders live on this). **Top 20 Item / Category / Customer / Time analyses** — best-sellers by quantity or revenue, repeat customers by spend or frequency (including average time between orders), peak hours / days / months / delivery time slots. **Inventory Analysis** — current stock levels plus low-stock alerts, with a threshold you set per query. Every report has a date-range filter and a CSV export button.
Who it's for
Every merchant. New merchants use it to see if anything is selling at all. Growing merchants identify their hero products and reorder the winners. Mature merchants run weekly review on Top 20 customers and peak-hour staffing. Caterers and bakeries live on the Preparation Analysis section — it tells them what tomorrow's deliveries actually need. Accountants take the CSV export straight into Xero, QuickBooks, Wave, or local accounting software.
How it works
- Open Reports in the sidebar. The index lists every report grouped by section (Sales, Preparation, Top 20 Items / Categories / Customers / Time, Inventory) so you can scan to the one you need.
- Click a report card. Pick a date range, set the optional filters (order status, payment status, category — depends on the report), and the table updates.
- Click Export CSV on any view to download the same data for your accountant, supplier negotiation, or your own analysis. Owners see all reports; staff accounts are scoped to their role.
When to use it
Check Sales by Item end of day. Pull Preparation Analysis the night before a busy delivery day. Run Top 20 Customers monthly to identify your VIPs. Use Peak Hours / Peak Days quarterly when revisiting staffing. Pull Low Stock Alerts before each restock. Open Sales by Item Variant if your catalog has sizes, colors, or options that matter for buying decisions.
Frequently asked questions
Can I see profit, not just revenue?
Reports show revenue (what customers paid). Per-item cost-of-goods isn't tracked yet, so for a profit view, pair Reports with the Expenses module — track your spending there, subtract from sales totals for a rough net.
Can I schedule reports by email?
Not today — reports are on-demand. Open them when you want a view, or export CSV and run your own scheduled workflow on the file.
Can I see reports per staff member or branch?
Reports respect role scope automatically — staff accounts see the reports that help them do their job; owners see everything. For multi-storefront setups, each storefront has its own report scope.
How far back does the data go?
All your historical data, from your first order onwards. Reports run on the live database — no archival cutoff. Cancelled orders are excluded from sales totals; refunds aren't tracked separately, so treat the totals as gross revenue for completed orders.
What's the difference between Sales Analysis and Preparation Analysis?
Sales Analysis groups by **order date** (when the customer placed the order) — the standard "how did last month go" view. Preparation Analysis groups by **service date** (when the customer wants delivery or pickup) — the standard "what do I need to prep for tomorrow" view. Caterers and bakeries with pre-orders care about the second; anyone running mostly same-day orders cares about the first.
Can I export to Excel directly?
Use the CSV export and open it in Excel or Google Sheets. Formatting, pivots, and charts are on you; WhatsMenu provides the raw data — order ID, date, customer, items, totals, tax, and payment method, the columns most accounting and BI tools import directly.
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