Who is this for?
- Restaurant managers tracking daily/weekly/monthly performance
- Restaurant staff doing daily closing
- Owners preparing financial records
- Anyone else who wants to understand their restaurant’s performance
What reports do
Reports turn your order data into actionable business insights. Use them to:- Keep track of your sales and performance trends across different outlets, days, sources, etc.
- Spot your best-selling products and engineer your menu to maximize sales
- Track which discounts are most effective and which ones are losing you money
- Identify slow periods to optimize staffing
- Export data to your accountant for tax filing
- And more…
How to access reports
1
Open the menu
In Atlas Merchant Portal, click the ”☰” menu button in the top-left corner.
2
Go to Reports
Click Reports to open the reports page.
3
Choose a report
Select the report you need from the list.
Opening the Reports menu in Atlas Merchant Portal
What should happen
You’ll see the reports page with five categories, and available reports in each category:- Operations reports: Day-to-day operational reports to run your restaurant
- Sales reports: Track your sales and break them down in detail
- Product reports: See how your products are performing
- Marketing reports: Understand your growth efforts and customers
- Finance reports: Check on payouts and your Atlas bills
Filter and export options
Most reports let you filter by:- Date range: View data for a specific day, week, or custom period
- Outlet: Switch between locations if you have multiple outlets
- Fulfilment type: See dine-in, pickup (takeaway), or delivery separately
- Source: Where the order came from (POS, scan to order, kiosk, web, etc.).
- Serving hour of day: Filter by specific hours (e.g., lunch rush from 12pm-2pm)
- Serving day of week: See specific days like weekends only
What BETA means
Some reports have a BETA label. This means they are newer versions with:- More detailed breakdowns
- Additional export options, e.g. scheduled email delivery
- Extra filters and comparison tools
If you see different numbers between a BETA report and an older report for the same data, contact support at [email protected].
Who can access reports
Report access depends on your role:- Operations reports (Daily outlet, Logistics, Void): Accessible to all roles
- Sales, Product, and Marketing reports: Require Manager, Finance, or Admin permissions
- Finance reports (Payout, Billing): Require Finance or Admin permissions only
To check or update permissions (only for Admin users)
1
Open Settings
In Atlas Merchant Portal, click the menu (☰) and select Settings.
2
Go to Team members
Click Team members to open the team members page.
3
Update the user's role
Find the user and change their role based on which reports they need access to.
Only Admin users can change permissions. If you need report access, contact your outlet owner.
If you can’t access reports
Specific report is missing: Check that your role has permission for that report type. Sales/Product/Marketing reports require Manager+, Finance reports require Finance+. Blank or loading screen: Refresh the page. If the issue persists, contact support at [email protected]. Report shows no data: Check that:- The date range includes days when you had orders
- The selected outlet is correct
- You have at least one completed order in the time period