Using reports

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What this does

All Atlas reports work the same way. This guide explains the shared features across all reports so you don’t have to relearn them for each report type. After reading this once, you’ll know how to:

• Filter any report by date, outlet, or other criteria
• Download report data to spreadsheets
• Drill into charts to see individual transactions
• Interpret AI insights and recommendations
• Schedule automated report delivery

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Report features

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Data refresh

Reports refresh hourly. The last update time appears at the top of each report in a yellow banner (e.g., “Data in this report refreshed hourly. Last updated at 10:06 AM, 7 Jan 2026”). Data is refreshed hourly rather than in real-time, as these reports are designed for analysis rather than immediate operational decisions. If you need live data: Click into a drilldown modal and tap Run without cache to force a fresh data fetch that bypasses the cache.

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Filters

All reports have two types of filters:

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Visible filters

These appear at the top of the report (usually 2-3 filters):

• Date filter: Controls the time period (e.g., “Serving date”, “Date”, “Paid out at”)
• Outlet filter: Switch between locations if you have multiple outlets
• Primary dimension: Varies by report (e.g., “Item name”, “Promo code”, “Customer segment”)

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Hidden filters

Click ”+ [number]” (e.g., ”+ 7”, ”+ 4”) to reveal additional filters like:

• Fulfillment type (Dine-in, Delivery, Pickup)
• Source (POS, Web, Kiosk, Scan to Order)
• Hour of day, Day of week, Table number
• Brand, Payment method, Order status

To apply filters: What should happen: The report reloads within 2-3 seconds showing only data matching your filters.

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Date filter operators

All date filters use these common operators:

• “in the past”: Last X days, weeks, or months (e.g., “in the past 30 days”)
  • “complete days/weeks”: Excludes today or the current week if it’s partial. Use this for apples-to-apples comparisons.
  • Without “complete”: Includes today’s partial data
• “between”: Specific date range (e.g., “between Dec 1 and Dec 31”)
• “on the day”: Single day only
• “in the month”: Entire calendar month
• “anytime”: No date restriction

Example: “in the past 7 complete days” excludes today. If it’s 12:05 PM on Jan 7 and you want to include today’s sales, change to “in the past 7 days” (not “complete days”).

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Charts and visualizations

Most reports include interactive charts:

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Bar charts

• Vertical bars: Usually show totals per category (e.g., sales per day, discounts per outlet)
• Horizontal bars: Usually show percentages or comparisons (e.g., % of orders with discounts)
• Combo charts: Bars + line (e.g., sales bars + order count line)

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Scatter plots

• X-axis: One metric (e.g., quantity sold)
• Y-axis: Another metric (e.g., revenue)
• Dots: Individual products or items
• Color: Category grouping

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Pie charts

• Show percentage breakdown by category
• Hover to see exact percentages

Interacting with charts:

• Hover over bars or dots to see values
• Click on chart elements to access drilldown options
• Drag to zoom (on some charts)

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Drilldowns

Drilldowns let you see the individual transactions behind a chart or metric. How to access drilldowns: What you’ll see in drilldowns:

• Order IDs
• Serving date and time
• Outlet name
• Fulfillment type (Dine-in, Delivery, Pickup)
• Source (POS, Web, etc.)
• Quantity, amount, or other metrics

Drilldown actions:

• Sort columns: Click any column header to sort ascending/descending
• Run without cache: Fetch live data instead of cached results
• Download: Export drilldown data to CSV

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AI insights

Some reports include AI-generated insights at the top. These highlight patterns like:

• Top-performing items or discounts
• Pricing inconsistencies
• Customer segments at risk
• Outlet-specific performance issues

AI insight format:

[Finding headline in bold] followed by explanation and specific numbers. Recommendation: Actionable next step.

Example:

ATLAS100 dominates your discounts—it’s driven $2,760 in total value (84 discounts) over the past 30 days, averaging$32.86 per order. Recommendation: Consider tightening eligibility or expiry to control margin impact.

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Downloads

Export report data to spreadsheets for offline analysis. How to download: What should happen: CSV file downloads to your browser’s default download folder. If download is slow or fails:

1. Reduce Row limit to 100 or 250
2. Apply filters to reduce data scope (e.g., single outlet, shorter date range)
3. Refresh the page and try again

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Alerts

Set up automated email alerts when metrics cross thresholds (e.g., “Alert me when daily discount spending exceeds $500”). How to set up alerts:

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Schedule delivery

Schedule automated report emails (e.g., weekly sales summary every Monday at 9 AM). How to schedule delivery: What should happen: You’ll receive an email at the scheduled time with either an embedded report or a link to view it in Atlas.

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Common workflows

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Compare this week to last week

Alternative: Some reports show week-over-week comparisons automatically (look for “vs. last week” in metric cards).

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Export data for a specific outlet

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Find all dine-in orders from yesterday

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If it doesn’t work

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Report shows no data

1. Check that your date filter includes days when you had sales
2. Tap Update after removing all filters to see all data
3. Verify that you have sales in the selected outlet (if outlet filter is active)
4. Refresh the page (Ctrl+R or Cmd+R)
5. Contact support if you had sales but the report is empty

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Metrics don’t match POS totals

1. Check if today is included: “Complete days” excludes today’s partial sales. Change to “in the past X days” (not “complete days”) to include today.
2. Check timezone: If orders are time-stamped in UTC but you’re in EST, dates may be off by a day. Verify your timezone via three-dot menu → Query info.
3. Check tax handling: Some reports show “excl. tax” (excludes tax) while your POS may show “incl. tax”. Subtract tax to compare.
4. Check for voided orders: “Net sales” excludes refunds and may exclude voids. Your POS might show gross sales including voids.
5. Wait for third-party sync: GrabFood, Deliveroo, and Foodpanda orders may be delayed 1-2 hours.

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Charts are blank

1. Expand the date range: If you filtered to a narrow scope (e.g., “Dine-in only”), you might have no matching orders. Expand to “in the past 30 days” or remove filters.
2. Check outlet filter: If you selected an outlet with no sales, the chart will be blank. Change to “is any value”.
3. Wait for the chart to load: Charts may take 2-3 seconds to render. Refresh the page if needed.

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Drilldowns show “No Results”

1. Click Run without cache in the drilldown modal to fetch live data
2. Check that the metric you’re drilling into has a non-zero value (you can’t drill into empty metrics)
3. Verify filters aren’t too restrictive (e.g., filtering to a single hour with no orders)

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Report hasn’t updated in hours

1. Check the “Last updated at” time in the yellow banner at the top
2. Refresh the page (Ctrl+R or Cmd+R)
3. Wait until next hourly refresh (top of the hour + a few minutes)
4. Contact support if data lag persists beyond 2 hours

If issues persist, contact support at [email protected] with:

• The report URL
• The specific metric or chart that’s not working
• The filters you applied
• A screenshot if possible

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What’s next

Now that you know how reports work:

• Daily outlet report - See overall sales metrics by outlet
• Sales trends - Track daily sales patterns
• Product mix report - See which products drive sales
• Discount report - Track promo code effectiveness
• Customers report - Understand customer lifetime value
• Loyalty report - Track loyalty program performance