Transaction report
The transaction report is the main body of the Reports screen. Its hint is the method in one line: “Set the scope, then review the matching payment activity below.”
It lists payments, not orders. One order paid half in cash and half by card appears as two rows, which is the point — this is the screen you reconcile a card terminal or a cash drawer against.
- Plans
- Brasserie, Signature, Enterprise
- Can it be switched off?
- No. It is part of every plan that includes it and cannot be switched off.
Setting the scope
Section titled “Setting the scope”Money → Reports. Above the table:
| Control | What it does |
|---|---|
| Quick date range | Today and Yesterday buttons, for the two scopes you use daily |
| From Date / To Date | Any other range |
| Search | Order #, customer, transaction ID |
| Payment Status | All statuses, Paid, Pending, Partial, Failed, Cancelled |
| Payment Method | All methods, Online, Stripe, Card, Cash |
| Location | Which branch, where you have more than one |
The record count sits at the top of the page as {count} records, and the table footer pages through them as Page {current} / {total}.
The four totals
Section titled “The four totals”Between the filters and the table are four tiles, each labelled In selected scope so there is no doubt that they move with the filters:
| Tile | Reading |
|---|---|
| Transactions | How many payment rows matched |
| Gross | What was charged, before anything is taken out |
| Tips | The tip portion of those payments |
| Net | What is left after the deductions the report accounts for |
Gross minus Net is the gap worth understanding before you quote either number to anyone. Reconcile against Gross when you are checking a terminal’s own settlement total, and against Net when you are checking what the restaurant actually keeps.
Reading the table
Section titled “Reading the table”The columns are Time, Order, Customer, Amount, Method, Payment, Order status, Transaction and Action. A payment with no customer attached shows Guest — walk-in and QR orders usually do.
Transaction is the payment provider’s own reference. That is the value to paste into Stripe when you are chasing a single charge.
Action holds View Order, which opens the order behind the payment. Use it rather than searching Orders by hand: a refunded or partial payment usually only makes sense once you can see which items were on the bill.
When the table is empty
Section titled “When the table is empty”No transactions found. means the filters matched nothing, not that the system failed. The usual cause is a date range in the wrong timezone, or a Location filter still set to another branch. A real failure says Failed to fetch transactions. instead.
Statuses
Section titled “Statuses”Partial is the one that surprises people: the order has been paid, but not in full — a deposit, a split bill with one guest still to pay, or a payment that was refunded in part. The complete list of payment and order statuses, with what each one means for the kitchen, is on the Order and payment status reference.