Reports & Analytics
Five dashboards that turn raw transactions into decisions: what sold, who bought, where it happened, who rang it up, and whether you actually made money. Find them under Reports in the sidebar.
Starter can open Order Analytics, Customer Analytics, Employee Performance, and Profit & Loss — but only with a 30-day history window (see Section 7). Business and above lift that limit. Store Performance requires Pro or above.
1. The 5 Reports at a Glance
| Page | Question it answers | Key visuals |
|---|---|---|
| Order Analytics | When are we busiest? Where does turnaround drag? Who's stuck unpaid? | Peak hours/days heatmap, status breakdown, turnaround buckets, unpaid aging table |
| Customer Analytics | Who's our top spender? Who's at risk of churning? Repeat vs new? | Top customers, RFM segments, lifetime value, retention curve |
| Store Performance | Which branch is winning? Which one's bleeding? | Per-store revenue, transactions, AOV, comparative bar charts |
| Employee Performance | Which cashier moves the most? Who upsells? | Per-employee revenue, transaction count, average ticket, hours worked |
| Profit & Loss | Did we make money this month? After everything? | Revenue minus expenses minus payroll, margin %, P&L trend |
All five share the same global filters: Date Range (top-right of every page) and Store (top bar — affects every dashboard page). Switch stores once and every report rescopes.
2. Order Analytics
Lives at Reports > Order Analytics. Four sections:
- KPI strip — total orders, average order value, average turnaround hours, completion rate, unpaid count, unpaid amount
- Service Breakdown (donut + daily bars) — Self-Service vs Drop-Off split. Useful for tenants running both wash-and-fold and laundromat services side by side
- Peak Hours / Peak Days — heatmap-style bars showing your busiest blocks. Use them to set staffing
- Turnaround Distribution — how long orders spent from drop-off to pickup, bucketed (0–4h, 4–8h, 8–24h, 24–48h, 48h+). Spikes in the long buckets = a packing or pickup bottleneck
- Unpaid Aging — orders still unpaid, grouped by how old they are. Action this list during slow hours
3. Customer Analytics
Lives at Reports > Customer Analytics. Answers "who keeps the lights on":
- Top customers by spend / by visits — your VIP list. Cross-reference with the CRM to send them retention promos
- New vs Returning — month-over-month split. A healthy laundry shop trends toward 70%+ returning
- Retention curve / lifetime value — what your customers spend over their first 30 / 60 / 90 days
- Loyalty program impact — points earned vs redeemed, average points balance
For deeper segmentation (frequency × churn risk, SMS reachable, expiry-soon points), use the CRM page — it sits next to this one in the sidebar.
4. Store Performance
Lives at Reports > Store Performance. Only useful if you operate more than one store. Compares stores side by side:
- Revenue
- Transactions
- Average order value
- Customers (unique)
- New customers
- Active devices
Bar charts make winners and laggards obvious. The CSV export breaks down the whole comparison by store and date range — drop it into your monthly investor update.
5. Employee Performance
Lives at Reports > Employee Performance. Per-cashier roll-up over the date range:
- Total revenue rung up
- Transaction count
- Average ticket size
- Hours worked (joined from Timecards)
- Productivity (revenue per hour worked)
Useful for spotting two things:
- Top performers — who consistently runs above-average tickets (good upselling signal)
- Under-performers — large hour count, low revenue. Could be a coverage assignment problem (slow store) or a coaching opportunity
This is not a substitute for direct observation — a cashier on opening shift will look weaker than the closer just because traffic differs. Compare same-shift to same-shift.
6. Profit & Loss
Lives at Reports > Profit & Loss. The bottom-line view:
| Line | What it pulls from |
|---|---|
| Revenue | Active receipts (excludes cancelled) for the range |
| Payroll | Paid + Pending payroll reports for the range — see Payroll |
| Expenses | Sum of Expenses for the range |
| Net Profit | Revenue − Payroll − Expenses |
| Margin | Net Profit ÷ Revenue, as a % |
Charts on this page:
- P&L Trend — stacked bars showing Revenue / Payroll / Expenses / Net per period. Granularity (daily, weekly, monthly) auto-recommends from the date range — for 3 months it'll choose weekly, for a year it'll choose monthly. Override from the picker
- Expense Breakdown — pie chart of expense categories (Utilities, Supplies, Salaries, Rent…) for the period
- Margin Trend — your % margin over time. A sliding margin = price-creep on inputs without a price change on services
This is the only view where Payroll is folded into the bottom line — Expenses page shows revenue minus expenses only.
7. Reports History Limit
Some pages show a banner: "Your plan limits report history to the last N days. Upgrade for unlimited history." This is the Reports History clamp:
| Tier | History |
|---|---|
| Starter | Last 30 days |
| Business / Pro / Enterprise | Unlimited |
It only affects analytical reports — Receipts, Orders, Customers, and the operational lists are NOT clamped on any tier.
8. Exporting
Each report has an Export button (top-right). CSV export is gated to Business and above (same as elsewhere). The CSV honors the active date range and store filter.
Pages also support Print — prints a clean A4-friendly version of the current view, useful for board meetings or filing.
What's Next?
- Subscription & Billing — Upgrade to unlock the full reports suite
- Expenses — Logged expenses feed Profit & Loss
- CRM — Deeper customer segmentation than Customer Analytics
- Payroll & Compliance — Payroll output feeds the P&L