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BETA vs legacy reports

Reports marked BETA are powered by Omni, a business intelligence platform. These reports have more features like scheduled deliveries and alerts. BETA reports will eventually replace legacy versions. Both versions are available for now. If you see different numbers between a BETA and legacy report for the same data, contact support at hello@atlas.kitchen.

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Accessing reports

Go to Reports in the Atlas Merchant Portal sidebar. You’ll see a directory of all available reports organized by category.
Atlas Merchant Portal sidebar with the Reports menu item highlighted

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Filtering reports

Most reports have filters at the top to narrow down your data. Common filters include date range, outlet, and shift. Adjust these to see the data you need.

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Exporting and downloading

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BETA reports

Download menu showing format options including PNG, PDF, XLSX, and CSV
Two ways to download:
  • Single tile: Click the three-dot menu (⋯) on any chart or table
  • Entire dashboard: Click the download icon at the bottom right of the report
Format options: PNG, PDF, XLSX, or CSV
Downloads respect all active filters. Apply filters before downloading to export only the data you need.

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Legacy reports

Most tiles have a download icon to export that section’s data.
Product category sales table with the download icon highlighted in the bottom right corner
Some reports also have buttons to export the entire report or selected sections to PDF or CSV.

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AI assistant

Only available for BETA reports.
Ask questions about your data using the built-in AI assistant. There are two ways to access it:
Click the AI icon in the bottom right corner to open the dashboard assistant. Select a chart or table, then ask questions about that data.
AI assistant floating button in bottom right corner of report
Dashboard AI Assistant showing available tiles to ask questions about
AI results may not be perfect. Double-check before acting on insights.

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Scheduled deliveries and alerts

Only available for BETA reports.
Automate report delivery to keep your team informed. There are two options:
  • Schedules — Deliver reports at specified frequencies (e.g., daily, weekly)
  • Alerts — Deliver reports only when specific conditions are met
Reports can be delivered via email, SFTP, or webhooks. For setup instructions, click on each of the links above.