Welcome to the Sales Report FAQ!
This resource brings together the most common questions about setting up and using Sales Report in CaterZen. Sales Reports help you review revenue, item performance, Customer ordering behavior, and sales trends over time. These reports are commonly used for accounting reviews, menu analysis, forecasting, and leadership reporting.


Below are answers to the most common questions Customers have about Sales Reports and which report to use.

Where do I find Sales Reports?

All Sales Reports are located under:
More → Reports → Sales Reports

From there, you can select the specific report you want to run.

What file format do Sales Reports use?

Most Sales Reports generate on screen and also allow you to:

  • Print

  • Download

  • View in Excel

  • Email the report

Available options may vary by report.

Which report shows sales by menu item?

Use the PLU Sales Report.

This report helps you:

  • See how often each menu item sold

  • Review quantities and revenue by item

  • Identify best sellers and underperforming items

  • Support menu engineering decisions

Which report shows sales by Company?

Use the Sales by Company Report.

This report allows you to:

  • Analyze company-level revenue

  • Compare corporate accounts

  • Support B2B sales and relationship management

  • Review order volume by company

Which report should I use to see sales by order type?

Use the Sales by Order Type Report.

This report helps you:

  • Compare delivery, pickup, and other order types

  • Understand operational demand

  • Spot trends that affect staffing and logistics

Which report shows sales by date or time?

Use the Sales by Date Report or Sales by Time Report.

These reports are helpful for:

  • Identifying busy days or times

  • Forecasting demand

  • Scheduling staff more effectively

Which report shows sales by location?

Use the Sales by Location Report.

This report is commonly used by:

  • Multi-location operators

  • Franchise groups

  • Leadership teams reviewing performance by store

Which report should I use to review taxes collected?

Use the Sales Tax Report.

This report allows you to:

  • Review taxable vs non-taxable sales

  • See tax totals by date range

  • Support accounting and tax filing processes

Which report shows discounts and coupons?

Use the Coupon or Discount Sales Report.

This report helps you:

  • Track promotional usage

  • Review discount impact on revenue

  • Measure effectiveness of marketing campaigns

Which report should I use to reconcile payments?

Use the Sales Journal Report.

This report is often used for:

  • Accounting reconciliation

  • Daily or weekly sales review

  • Matching CaterZen totals with payment processors or POS systems

Can I export Sales Reports to Excel?

Yes. Most Sales Reports include an option to View in Excel or Download, making it easy to manipulate data, create pivots, or share with your accounting team.

Why don’t I see data in my Sales Report?

Common reasons include:

  • No sales occurred in the selected date range

  • Filters were applied that exclude results

  • The report groups data differently than expected

Try adjusting the date range or removing filters before regenerating the report.

Which Sales Report should I use most often?

That depends on your goal:

  • High-level revenue → Sales Summary Report

  • Menu performance → PLU Sales Report

  • Customer insights → Sales by Customer or Company

  • Accounting review → Sales Journal or Sales Tax Report

Need help choosing the right Sales Report?

If you’re not sure which Sales Report fits your goal, our Support Team can help you choose the right report for your situation.