Daily Reports

Daily reports have moved to their own section:

Daily Reports Overview: what a trading day is, and opening and closing it.
Reading the daily report in the console: every section and what each figure means, plus the email digest and PDF.
The daily report in the staff app: the Stats tab, checks and printing.
Cash drawers: float, paying cash in and out, counting and opening the drawer.
Finding what you need: quick answers to common end-of-day questions.

Browse more guides

Run and interpret an analytics report
Handle website enquiries
Manage and redeem gift cards
Set up a house account
Read the customer brief and plan follow-up
Configure a loyalty programme
Find and maintain a guest profile
Configure a promotion and verify eligibility
Review feedback and reply privately
Cash Drawers
Reading the Daily Report in the Console
Daily Reports, Finding What You Need
Daily Reports Overview
The Daily Report in the Staff App
Read the restaurant dashboard
Find your way around TablePort
Create the restaurant business through onboarding
Configure shared business and local restaurant settings
Run opening, service, and closing
Menu countdowns and sold-out portions
Prepare kitchen hardware for service
Set up a menu for service
Prepare the first restaurant service
Prepare payment and financial reporting workflows
Prepare and hand over guest benefits
Purchase orders
Guide: Reservation Management
Set up the team and hand over a shift
Prepare the floor for service
Link wine sizes to stock
Restaurant operating guides
Understand assistant changes and approvals
Connect an AI assistant
Use an AI assistant with TablePort
Read email delivery and outcomes
Review and activate guest automations
Prepare, send, and track a campaign
Check guest marketing consent
Offer and honour a guest promise
Import guests and review consent
Build and verify a guest audience
Check marketing sender and measurement settings
Maintain the guest tag library
Organise categories and subcategories
Create and update a menu item
Build the menu for a location
Find modifiers in option groups
Offer sizes, extras, and meal choices
Record void, waste, or comp correctly
Daily Reports
Find an order or payment
Work station tickets and expediter handover
Set up devices, printers, and prep stations
Verify the restaurant online store
Choose the correct ordering flow
Find and review an order
Send, hold, and fire a service round
Review TablePort billing and invoices
Configure payment providers and accepted methods
Refer another restaurant and review credit
Configure and review tax controls
Choose an inventory report
Review menu margin and sales mix
Review and close an accounting period
Review purchase spend, price changes, and budgets
Read food, prime-cost, and margin-leak reports
Investigate waste, idle stock, and sold-out events
Read live and closing stock valuation
Managing Bookings
Deposits, Cancellations and Changes
Guest Booking Journey
Reservations and Waitlists
Offerings and Guest Choices
Reservation Reporting and Daily Routine
Reservation Settings
Reservation Setup Checklist
Shifts, Pacing and Turn Times
Rooms, Groups and Private Hire
Special Days and Paid Experiences
Choose tables and review re-seating
Tables and Allocation
Reservation Tags and Guest Details
Reservation Troubleshooting
Waitlist and Availability Alerts
Set the shared restaurant brand
Review customer intelligence settings
Download or request restaurant data exports
Review business identity and billing defaults
Review and connect an authorised integration
Choose the correct legal entity
Configure and review guest menu translations
Connect stock events to an external system
Set the restaurant address and delivery area
Set local storefront, QR-card, and receipt content
Connect and manage restaurant devices
Configure local service and reporting settings
Set up a self-order kiosk
Select and maintain restaurant locations
Curate menu recommendations for each channel
Add and manage an employee
Review time off, swaps, and open shift claims
Set staff roles and permissions
Review an Autopilot rota draft
Set up location rota settings
Plan, publish, and change a rota
Clock shifts and review time records
Review automatic purchasing suggestions
Group stock costs into categories
Order and receive from a central kitchen
Read recipes in the kitchen cookbook
Count stock and approve variances
Run your stock routine
Capture, review, and approve supplier invoices
Set up stock items, units, and packs
Check stock levels before ordering
Investigate stock movement history
Build purchase orders across suppliers
Order from a saved guide
Start and finish a prep batch
Review proposed stock and supplier changes
Receive a purchase-order delivery
Build and link a stock recipe
Set up stock with bulk catalogue tools
Arrange storage areas for counts
Recover supplier credits
Configure suppliers and their products
Receive a transfer between locations
Record a delivery without an order
Record waste, staff meals, comps, and returns
Build and verify a floor plan
Configure table combinations
Configure tables and service terminals
Check connection and sync problems
Recover a missing daily-report email
Fix a problem during service
Recover a self-order kiosk problem
Fix a missing item or incorrect menu choice
Resolve a missing discount or disputed benefit
Fix trading-day opening and closing problems
Check a failed or uncertain payment
Fix printer problems
Recover a missing or rejected clock action
Read restaurant website activity
Connect a restaurant domain
Edit and publish the restaurant website
Preview search metadata