The Business Report is among Lightspeed Restaurant's most visited reports. It offers a quick overview of earnings, business activity, and other financial information, including Sales, Takings, Taxes, Discounts issued, and more. For complete details on what’s included, refer to the tables contained within this article. Use the Business Report to quickly assess your restaurant’s performance and stay informed about your sales.
Accessing the Business Report
To access and generate the Business Report:
- Log in to the Back Office with your Lightspeed credentials.
- Select Reports > Reports from the navigation menu.
- Click Business Reports in the Sales Reports section.
- (Optional) To see specific data on the report, organize the report by Accounting Group (default) or Category according to your preference.
- (Optional) Use the drop-down menu and calendar icon to change the report’s time period.
- Click Print report to download a PDF version of the report.
- (Optional) Download a CSV file of a report by clicking Export CSV, selecting your operating system, (Mac or PC), and then clicking Export.
Understanding the Business Report
For descriptions of the various sections of the Business Report, refer to the table below.
|Summary||A simple overview of transactions, including the total revenue, tax collected, and write-offs. Sales run by training POS users are totaled on a separate Training Total row in this section.|
|Accounts||Total amount of checks opened, paid, corrected, and canceled.|
|Cash report||Total cash received, dispensed, and taken as tips. Moreover, this section shows cash drawer activity, including float drops and lifts.|
|Sales||Total sales broken down by item. Items are grouped together based on whether the report is organized by Accounting Group or Category.|
|Takings||Payments taken. Note: Total takings may not match Total sales if there are open, unpaid orders.|
|Discounts||The various discounts that were used. This section distinguishes the quantity issued (Qty) from the number of accounts (Acc) or checks that received this discount.|
|Taxes||The various tax rates and amount of tax collected.|
The reports linked below are additional Sales Reports:
Products Reports display an overview of sold products for the selected time period categorized by Total, Discounted, Offered, Loss, Returned, Transaction, Margin, and Cost.
Product Mix Report gives an overview of product sales broken down by accounting groups, account profiles, statistical categories, and products.
Shifts Report breaks down gross (Sales) and net results (Takings) by reporting shift periods.
Staff Reports provide sales data for each staff member who used the POS during the selected time period.
Device Reports provide Sales data for each POS device used during the selected time period.
Hourly Performance shows the gross sales amount by day of the week in the selected time period.
Text Messages Reports list all custom notes entered on the POS device during the selected period.
KDS Statistics shows the number of products prepared, the fastest, slowest, and average preparation time, as well as the total time it took to prepare the items.