Generate Monthly Gross Sales Report using Sales & Transactions on Resto iQ (Analytics)

To generate, users will need to scroll down in the sales and transactions report. At the bottom will be a table with filters that users can change the metrics (gross sales, monthly).

This guide provides step-by-step instructions on how to generate a monthly gross sales report on Resto iQ, a restaurant analytics platform. By following these steps, users can easily access and download a CSV file containing essential sales data for analysis and reporting purposes.



1. Navigate and login to Resto iQ https://app.restoiq.com/

 

2. Click the Analytics drop-down button, then go to Step 3.

 

 

3. Click "Sales and transactions" to start the process.

 

 

4. Under the Accounts drop-down menu then select your Organization (first drop-down menu, under the Account Filters).

 

 

 

5. Then, select a date range using the "date-picker" (calendar icon).

 

 

 

6. Scroll down and under "Key Metric" drop-down menu, select "Gross Sales".

 

 

 

7. Click "Gross Sales".

 

 

 

8. Then under "Time/Date Interval, select "Monthly".

 

 

 

9. Click "Monthly".

 

 

 

10. Under "Group By", select "Location"

 

 

 

11. Click "Location".

 

 

 

12. To start downloading, click the ellipses button.

 

 

 

13. Hover over "Download", then select your preferred file type.

 

 

 

14. In this example, we will select CSV file.

 

 

 

You have successfully generated a Monthly Gross Sales Report on Resto iQ using Sales & Transactions.