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Reports & KPIs

Reportsโ€‹

The reports index is at /reports:

ReportWhere
Daily sales breakdown/reports/daily-sales
Financial detail/reports/financials
Payment reconciliation/reports/payment-reconciliation
Wholesale orders/reports/wholesale-orders
Compliance filing (TX winery)/reports/filing
Compliance events log/reports/events
Filing history/reports/history

Day-of operational sheets live under Operations, not Reports: /operations/daily-sheet (printable run-sheet) and /operations/cash-drawer.

KPIsโ€‹

The KPI catalog at /admin/kpis browses 22 metrics across five domains (revenue, guests, wine club, operations, inventory), with per-card refresh and CSV export. Examples: Average Check Size, Covers, Refund Rate, Active Club Members, Wine Club MRR, and On-Hand Inventory Value.

Inventory on-hand

There isn't a standalone inventory report page โ€” on-hand value is a KPI at /admin/kpis, and live stock levels are at /admin/inventory.