With Toast, you have access to robust, real-time reporting on your business. Continue reading to learn about the different types of reports and how to navigate them.

In this Article:

• Access Analytics and Reports Introduction
• Reporting Overviews
• Filter Reports
  • Basic Filter
  • Comparative Filter
• Customize Columns
• Export Reports
  • Email Export
  • Download Export
  • Print to PDF
• Additional Resources

 

Access Analytics and Reports Introduction

In Toast Web, navigate to the Reports section using the navigation on the left side of your screen. This will bring you to your reporting dashboard, the Weekly Overview, which can help you monitor your restaurant's performance in four key areas: sales, labor, guest counts, and menu performance. To learn more, visit this Toast Central article: Toast Reporting Dashboard: Weekly Overview. 

All other reports can be accessed by selecting the arrow (>) to open the report navigation on the left side of the screen. 
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Reporting Overviews

The various types of reports we have are listed below, including links to Toast Central articles that describe these reports in greater detail. 
 

Category	Description
Sales Reports	These reports provide key sales metrics, a breakdown of sales by day, day of the week and time of day, payment types and sales categories. Sales Reports Overview Sales Summary report: The single place to view locations' net sales and labor cost together over a period of time (e.g. year over year, month over month). Sales Summary Report Overview
Employee Performance Reports	These reports provide vital information on all labor related items including hours worked, pay, tips, and time entries. Labor reports can be customized based on dates, shift hours, and to view all employees or individuals.  Labor Reports Overview
Menus Reports	These reports provide a quick view of your top performing menu groups, items, and modifiers and a new product mix breakdown. You can select different menu types (Menu Items, Open Items, Modifiers, Toast Cards, and Special Requests). Menu Reports Overview Special Requests Reporting
Payments (Finance) Reports	The payments reports (also referred to as finance reports) help you take a look directly at the activity going into and out of your bank account linked to Toast. Finance Reports Overview Gift Card Reports Overview Chargebacks Report
Cash and Loss Management  Reports	These reports give you insight into the cash and cash drawer activity going on in your restaurant on a single day. If you have multiple locations, you'll also be able to see cash activity across all locations on a single day.  Cash and Loss Management Reports Overview Cash Drawer Reports Overview
Accounts Reports	These reports will show you your finances for the day, week, year, or across multiple locations at a glance. You can also view your GL codes and House Accounts.  Accounting Reports Overview
Kitchen Operations  Reports	If you use the Kitchen Display System, use these reports to see the amount of time it takes to fulfill orders, which prep stations take the most time or get the most traffic, and detailed information about all kitchen tickets.  Kitchen Reporting Overview
Guest Engagement  Reports	These reports provide information about customers who have visited your restaurant, contact information via digital receipts, rewards activity, and gift card activity. This data will allow you to manage a more direct marketing strategy with your customer base and view who your most loyal customers are. Guest Engagement Reports Overview
Other reports	Locations Reports Overview (located in both Employee Performance and Sales reporting categories)

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Filter Reports

Depending on the type of report you're viewing, there are different types of filters that currently exist in Toast Reporting.

 

1. Time frame - by day, week, month, or a custom date range
2. Hours - by pre-set time frames or a custom hour range
3. Employees - by all employees or specific individual(s)
4. Location - if you have more than one location, you can select one or multiple locations to run a report
5. More - if applicable, add additional filter options for your report. In the example below, a Dining Options filter was added, and the report was further filtered to the Take Out dining option. 

 

When making any changes to a report filter, always select Update. This will refresh the report with your new settings.

• Sales Report would run a standard report in a set time frame with any specified locations (if applicable)
• Compare Dates allows you to choose two date ranges. Set the first date range and compare it either to the same time frame in the previous year, or the previous period (e.g. if you're running a report on this week's sales, you can run a comparison report against the previous week). 
• Compare Locations is available for restaurants with more than one location. Here you can choose a single time period and compare the performance of different locations. 

1. Select File > Print.
2. Set the Destination to Save as PDF and select Save. 

• Reporting Best Practices: Your First Day on Toast
• Reporting Best Practices: Weekly, Monthly, Quarterly & Yearly
• Update First Day of the Week for Reporting
• Enable Data Exports