Daily, Weekly and Monthly are screens. Reports are documents — generated once, kept, and downloadable as PDF or Excel.
Generating one
New Report. Three choices:
Scope — a single venue, or the full organization. Full ORG covers every venue you have access to, not necessarily every venue that exists.
Venue — if you picked single.
Period — Annual or Monthly, then the year or the month.
Generate Report. It runs, and lands in your list.
What is in it
Net sales — after discounts.
Gross sales — before, with the discount total underneath.
Orders — with guest count.
Average check — and average guest.
Then a weekly breakdown: every week of the period with net, gross, discounts, orders, guests, average check, and a total row.
A month that ends mid-week shows the partial week as partial — Jun 29 – Jul 5 (2d). The total is the month, not the weeks.
AI insights
NexReps writes a short read of the numbers.
Every figure in a report is calculated by NexReps, not by the AI. The AI writes the sentences around them — what moved, what is worth noticing. It never produces a number.
If an insight and a figure disagree, the figure is right.
Exports
PDF — the report as a document. For sending.
Excel — the numbers as a spreadsheet. For working on.
Same data, different jobs.
Your library
Reports persist. Every one you generate stays in the list, searchable, and the list carries years back — a 2024 annual sits next to a 2026 monthly.
They do not refresh. A report is the numbers as they were when it ran. That is the point: a March report you sent your accountant should say the same thing in November.
If the underlying data changed — a late sync, a correction — generate a new one.
Reports and screens
Reports do not replace Daily and Weekly. They are the opposite job.
Screens are live and answer "what is happening". Reports are frozen and answer "what happened". You read a screen; you send a report.
Next
Item Sales — what actually sold.