Choose the Right Report in DataNow

Description: DataNow includes several reports designed to support different workflows, roles, and time horizons. Rather than describing each report in detail, this guide helps you quickly identify the right report for your specific need and get to answers faster.

Note: Reports use tabbed navigation to separate data by time period. The Today tab will inclusively show orders from today, best for live in-event monitoring and post events. The This Month tab shows the current month plus the final 7 days of the previous month — best for active monitoring in the current month. The Last 12 Months tab shows the last 12 completed calendar months — best for trend analysis, reconciliation, and period-over-period review. When in doubt, start with the This Month tab. If you need data outside that window, switch to Last 12 Months within the same report.

Quick Reference: Use Case to Report

Report Descriptions & When to Use Them

Sales Hub

Best for: Operations managers, venue directors, and anyone who needs a single starting point for sales monitoring — whether monitoring a live event or reviewing a prior period.

Sales Hub is your command center. It brings together sales by revenue center, item performance, category breakdowns, tender summaries, employee activity, unsynced orders, donations, and a live Orders Over Time chart all in one place. It uses three tabs to cover different time windows without needing to switch reports.

Today tab: Provides real-time data exclusively for the current day, intended for utilization during an active event. The data within this tab is refreshed every 2-3 minutes.

This Month tab: Contains data for the current calendar month in addition to the preceding seven days of the prior month. This tab should be utilized for post-event review and monitoring of month-to-date performance. The data within this tab is refreshed every 15-30 minutes.

Last 12 Months tab: Includes data for up to twelve completed calendar months. This resource is intended for historical analysis of revenue, item performance, and employee metrics. The data within this tab undergoes a single nightly refresh.

Reach for Sales Hub when you need to:

• Monitor overall venue performance during or after an event
• Quickly check on a specific revenue center's sales
• Identify orders that are stuck in an unsynced or offline state
• Review tip and service charge totals by employee
• Spot trends in order volume as an event progresses in real time
• Look up a specific order using a confirmation number
• Review donation totals alongside sales activity
• Access historical revenue center, item, category, or employee data for prior months

Key filters: Calendar Date, Revenue Center, Revenue Center Group, Service Type, Product Type, Reporting Category, Display Category, Order State, Event Type, Event Name, Order Confirmation Number

When not to use it: If you need detailed discount analysis, granular payment reconciliation, or financial sign-off, consider F&B Sales or Sales Audit instead.

F&B Sales

Best for: F&B directors, concession managers, and anyone focused on detailed food and beverage sales performance.

The F&B Sales report is purpose-built for deep-dive analysis. It goes further than Sales Hub by providing five specialized tabs: an executive KPI overview, item and category performance, payment and settlement detail, employee sales reporting, and a full discounts and adjustments breakdown.

Reach for F&B Sales when you need to:

• Analyze which items and categories are driving the most revenue
• Compare performance across revenue centers and menus
• Understand discount usage — which promotions are being applied, how often, and at what value
• Investigate refund patterns, including who approved them and the stated reason
• Identify voided items and their value
• Review tip distributions by employee and service type
• See which employees are generating the most sales
• Identify repeat purchasers who placed multiple orders
• Flag orders that were approved offline or experienced authorization failures
• Break down payment method adoption and settlement by revenue center

Tabs: Executive Overview, Product Performance, Payments & Settlement, Employee Performance, Discounts & Adjustments

Key filters: Calendar Date, Revenue Center, Revenue Center Group, Menu, Service Type, Product Type, Reporting Category, Display Category, Item Name, Order State, Event Type, Event Name, Order Confirmation Number

When not to use it: If you need a quick high-level summary, Sales Hub is faster. If you need data for prior completed months, use the Last 12 Months tab in Sales Hub.

Sales Audit

Best for: Finance teams, controllers, and operations staff performing end-of-day, end-of-event, or end-of-period reconciliation.

The Sales Audit report is structured around financial reconciliation. It provides a clean summary of revenue, payment types, offline order exposure, and category-level breakdowns in a format designed for verification and sign-off. The This Month tab covers recent data; the Last 12 Months tab gives you the same structure for prior completed months — replacing what was previously a separate Historic: Sales Audit report.

Reach for Sales Audit when you need to:

• Reconcile total revenue at the end of a shift, event, or day
• Verify settlement amounts against authorization amounts by payment type
• Quickly assess the financial impact of orders that processed offline
• Review revenue broken down by reporting category for accounting purposes
• Cross-reference gross and net sales with tax, service charges, tips, and discounts in a single structured view
• Confirm card type and processor breakdowns for payment reporting
• Perform period-end reconciliation for a prior completed month (Last 12 Months tab)
• Audit financial records for months that have already closed (Last 12 Months tab)

Tabs: This Month, Last 12 Months

Key filters: Calendar Date, Revenue Center, Revenue Center Group, Menu, Order State, Event Type, Event Name, Order Confirmation Number

Performance tip: For datasets spanning more than 3 months in the Last 12 Months tab, download results as a CSV rather than loading them in the dashboard view. Set your filters first — you do not need to refresh the dashboard before downloading.

When not to use it: Sales Audit is intentionally lean. If you need item-level detail, employee breakdowns, or discount analysis, use F&B Sales instead.

Day over Day

Best for: Operations teams, venue managers, and finance staff who need to track performance trends across multiple days.

The Day over Day report presents sales and tender data broken down by calendar date, making it easy to identify patterns, compare individual days, and understand how revenue accumulates over time. It includes both current-month and historical data in side-by-side views, with drill-through capability on each metric.

Reach for Day over Day when you need to:

• Compare sales totals across individual days within a month or event series
• Identify which days of the week or month historically perform best
• Track how order volume and revenue build throughout a month
• Review day-level tender totals alongside sales totals
• Drill into a specific day's underlying order, item, discount, tax, service charge, refund, or void data
• Monitor current month trends while keeping historical context in view

Key filters: Calendar Date, Order State, Product Type, Revenue Center, Revenue Center Group, Menu, Processor

When not to use it: Day over Day is best for date-based trend analysis. If you need granular item, employee, or discount detail for a specific period, use F&B Sales filtered to your date range.

Settlements

Best for: Finance teams and operations staff who need to reconcile DataNow sales figures against payment processor or gateway reports.

The Settlements report is purpose-built for processor reconciliation. It shows settlement amounts by Effective Business Date — the date the order was placed on the device — rather than the Calendar Date it synced to the platform. This distinction matters when orders are taken offline and synced one or more days later.

Reach for Settlements when you need to:

• Reconcile DataNow sales against your payment processor or gateway settlement report
• Identify orders that synced on a different day than they were taken (Late Syncing Sales)
• Review QR Pay and wallet nonce transaction totals separately from card-present sales
• Compare settlement amounts across processors

Tabs: This Month, Last 12 Months

Key filters: Effective Business/Charged Date (required), Processor (required), Integrator

When not to use it: If you are comparing Settlements to F&B Sales and see differences, check the Late Syncing Sales tile — orders taken offline and synced the next day will appear on different dates in each report. See the Settlements KB article for a full explanation.

Donations

Best for: Operations and finance teams tracking charitable donation activity collected through the POS.

The Donations report tracks all donation transactions by name, revenue center, and employee. It shows total donation amount, count, and average donation value, making it easy to report on campaign performance and identify top contributors.

Reach for Donations when you need to:

• Report on total donation amounts collected during an event or period
• Identify which locations or employees drove the most donation activity
• Track specific donation campaigns by name
• Compare donation performance across months using the Last 12 Months tab

Tabs: This Month, Last 12 Months

Key filters: Calendar Date, Revenue Center, Revenue Center Group, Donation Name, Employee Name, Order State

Choosing the Right Report