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About reports with iZettle Food & Drink

This article contains information about the new iZettle Food & Drink app. If you are looking for information about iZettle Pro for Hospitality click here.

This article describes the reports that are available in iZettle Food & Drink. Use these reports to gain an in-depth understanding of your business and your sales data. The following explains how to access and interpret your reports, select a reporting period, and compare data with previous periods.

Reports include:

  • Sales report − see your sales revenue, including sales and refunds by payment type and tax rate
  • Transaction history report − see a log of all your transactions for a specific period
  • Abandoned orders report – see when an abandoned order was performed and by whom, during a specific period
  • Cash drawer report − see when the cash drawer was opened and the reasons for this, during a specific period
  • Wasted orders report − see a list of all your wasted items for a specific period
  • Z report (end of day) − see your end-of-day reports

Displaying reports

Your reports are available from Backoffice.

Understanding the Sales report

The Sales report shows your sales revenue for a specific period. It shows sales data for different payment types, such as cash or card. It also shows sales data for different tax rates. Similarly, refunds data is shown for different payment types and tax rates. You can view your top-selling products, then expand this to see a full sales or refunds breakdown.

The report provides powerful filtering and sorting functions to make it easy to search for information.

Your report is updated regularly.

Displaying sales data

To display sales information:

  • Log into Backoffice and choose Reports > Sales report.

Selecting a reporting period

By default, today’s data is shown. You can change the reporting date or select a date range. You can also compare reporting periods; for example, compare data to the same period last month. To change the reporting date:

  • Choose and select a date or date range.
  • To compare data with a previous period, select Compare to previous dates and choose a period to compare with.
  • Click Apply. Data for the reporting period appears.

A graph of your sales data is shown, including any comparison period you selected.

  • Scroll down to see all your sales and refunds for different payment types and tax rates.
  • Scroll down further to see a detailed sales breakdown and refunds breakdown. The sales breakdown shows your top 3 selling products. The refunds breakdown shows the top 3 refunded products.
  • To drill down deeper into your data, filter the results by Products, Categories, Departments or Employees. You can also sort data using the arrows next to the column headings.
  • To see a full sales breakdown for all your products, select View full sales breakdown. The Sales breakdown screen appears.

You can filter the results by Products, Categories, Departments or Employees. You can sort the data using the arrows next to the column headings.

If you’ve migrated to iZettle Food & Drink, Other sales shows historical sales made using other payment types, such as deposits and gift cards. It also includes service charges.

  • To see all items refunded in this period, select View full refunds breakdown. The Refunds breakdown screen appears.

You can change how many products appear on each page, and filter the results by Products, Categories, Departments or Employees. You can also sort the data using the arrows next to the column heading, as described above.

Understanding the Transaction history report

This topic explains how to use the Transaction history report to see a log of all your transactions for a specific period. 

About the Transaction history report

The Transaction history report provides you with a historical log of all your transactions for a specific period. The log includes all sales and refunds.

The report provides powerful sorting and filtering functions to make it easy to search for particular transactions. To make it easy to display and find order details, orders are grouped under an order header (think of it as an order summary) with the order lines that make up the order listed below (these are the individual items in the order). For example:

The Transaction history report is also useful if you want to see information about orders older than 30 days that are no longer visible in the POS.

You can also see your data in CSV format if you prefer to use this format to interrogate your data. A link to the report is emailed to your registered email address. See below for details.

Displaying order details

To display a list of your orders:

  • Log into Backoffice and choose Reports > Transaction history. The Transaction history report screen appears showing a list of all your orders. By default, the most recent orders are shown first.
  • To see the individual order lines that make up an order, click on the down arrow next to an order to expand it.
  • To change the reporting date, use the date picker to select a date or date range.

Downloading order information

You can download the Transaction history report to your computer in CSV format, if you prefer to use this format to manipulate and interrogate your data. Two files are downloaded: one containing the order numbers (the summary) and the other containing the order lines (the individual order items).

To download order information:

  • Click on Export in the Transaction history report screen. A link to the report is emailed to your registered email address.

Understanding the abandoned orders report

This topic explains how to use the abandoned orders report to see when an abandoned order was performed and by whom, during a specific period. This report is useful in identifying staff who may require further training. 

About the abandoned orders report

The abandoned orders report shows when an abandoned order resulted and which staff member recorded this. 

Displaying abandoned orders

To display abandoned orders:

  • Log into Backoffice and choose Reports > Abandoned orders. The Abandoned orders report screen appears showing a list of all abandoned orders. By default, the most recent are shown first. For example:
  • To change the reporting date, use the date picker to select a date or date range.

Understanding the cash drawer report

This topic explains how to use the cash drawer report to see when the cash drawer was opened and the reasons for this, during a specific period. 

About the cash drawer report

The cash drawer report shows when the cash drawer was opened and the reasons for this; for example, a payment out (for a petty cash amount) or a no sale (for making change). 

Displaying cash drawer events

To display cash drawer orders:

  • Log into Backoffice and choose Reports > Cash drawer. The Cash drawer report screen appears showing a list of all cash drawer events. By default, the most recent are shown first. For example:
  • To change the reporting date, use the date picker to select a date or date range.

Understanding the wasted orders report

This topic explains how to use the wasted orders report to see a list of all your wasted items for a specific period. 

About the wasted orders report

The wasted orders report provides you with information about the number of items wasted during a specific period, and the total value lost as a result of this. For example, this may include information about items that were spilled or burnt. 

Displaying wastage

To display wasted orders:

  • Log into Backoffice and choose Reports > Wasted orders. The Wasted orders report screen appears showing a list of all wasted orders. By default, the most recent are shown first. For example:
  • To change the reporting date, use the date picker to select a date or date range.

Understanding the Z report

This topic explains how to display your end-of-day Z reports. 

About the Z report

The Z report provides a summary of register activity that includes the opening and closing amounts and sales totals. The Z report is generated using the POS app.

Displaying Z reports

To display a list of Z reports:

  • Log into Backoffice and choose Reports > Z report (end of day). The Z report (end of day) screen appears showing a list of all Z reports in chronological order. The sequence number shows the order the reports were produced in; this is useful so you can see if there’s a report missing for a particular day.
  • Click on a report to display the details. For example:

The Z report includes the following information: 

Sales

Breakdown of all the sales made on that day. This shows the total value of the sales after refunds have been deducted.

  • No Sales: Number of times the cash drawer was opened; for example, to make change. 
  • Item Sales:  Number of items and products sold that day.
  • Item Refunds: Number of items and products refunded that day.
  • Sales: The total value of the sales made that day. This is the income generated before refunds have been deducted.
  • Refunds: Total value of refunds for that day.
  • Total: Total value is Sales minus Refunds.

Tendered Breakdown

These values are the final totals for each type of tender after all sales and adjustments have been taken into consideration.

  • Cash: The final amount of cash, with all adjustments taken into consideration. This value should match the value in your till.
  • Card: The final value of card payments, with all adjustments taken into consideration. This value should match the value you received.
  • Payment link: The final value from online payments, with all adjustments taken into consideration. This value should match the value you received.

Adjustments

Adjustments are any transactions made that do not involve products but that do affect the final amount at the end of the day. Because these are technically not sales, they are not included in the Sales total.

  • Float amount: The amount of cash in the till at the start of the day. 
  • Cash Paid Out: Any paid out values are displayed here. This is cash only. This value updates the Cash value in the Tender Breakdown.

Understanding the Reports app

This topic introduces the Reports app and what you can use it for.

About the Reports app

The Reports app is a partner to iZettle Food & Drink that provides an easy way to track your business performance wherever you are. It’s available for iPhone and can be found on the App store.

Logging in

When you first open the Reports app you’ll be presented with a welcome screen and the option to Log in or Sign up.

  • If you already have an account with iZettle, use your normal email and password to log in. If you are already signed up for iZettle Food & Drink, you’ll be taken straight to the landing page. 
  • If you haven’t registered for Food & Drink yet, you’ll be prompted to sign up. Choose Get started to sign up for iZettle Food & Drink.
  • If you don’t have any iZettle credentials yet, choose Sign up to get started with iZettle Food & Drink.
    • If the Sign up button isn’t available you can still sign up for Food & Drink by navigating to foodanddrink.izettle.com and choosing Sign up.

After logging in, a landing page appears with a summary of your overall sales for today and your top selling products. To view a different time period, select different start and end dates in the datepicker at the top of your screen.

Sales data

From the landing page, choose Sales to view more information about your overall sales. A graph shows when your busiest time was over the selected dates, together with a breakdown of the payment types you’ve taken and refunded.

  • If you use the iZettle reader or payment links, we’ll also show you the fees associated with these payment types. 
  • To view a different time period, change the start and end dates in the datepicker.
  • A link to Backoffice is included in case you’d like to see more detailed information or make changes to your business.
  • To return to the landing page, choose either Reports near the top of the page, or the Reports icon at the bottom.

Product data

From the landing page, choose Products to view more information about your product sales. A list appears of products sold within the selected time period, ordered by the number of items sold. The total sales amount for each product is also shown.

  • To view a different time period, change the start and end dates in the datepicker.
  • A link to Backoffice is included in case you’d like to see more detailed information or make changes to your business.
  • To return to the landing page, choose either Reports near the top of the page, or the Reports icon at the bottom. 

Account details

Choose the Account icon at any time to view the Account page. From here you can log out from the app or contact support.

Note: we’ve also included a link for feedback. If you’ve any comments or suggestions, please follow the link and fill out the short form to let us know how we’re doing.

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