Reporting Best Practices: Weekly, Monthly, Quarterly & Yearly

Last updated: Mar 25, 2026, 1:48 PM

In this article, learn what reports to view and use on a weekly, monthly, quarterly, and yearly cadence to monitor your restaurant’s performance.

There are a multitude of reports in Toast Web, and it's important to learn which ones are best to use when monitoring your restaurant's operations and performance in a weekly, monthly, or quarterly (and possibly even yearly) cadence. In this article, we've highlighted various reports, how to use them, and how to access them. 

Additionally, you can check out the Toast Classroom on-demand reporting guide and learn how to set up a weekly email that summarizes your restaurant's performance. 

Learn what reports and tools to use on a daily basis in this Support Center article, Reporting Best Practices: Your First Day on Toast

 

In this Article:

 

Sales Reports

ReportReport OverviewHow to Use This ReportHow to Access This Report
Sales SummaryThe Sales Summary is a comprehensive report that breaks down sales data for the selected date range showing restaurants a full financial picture of how the business is doing on a day-to-day basis. Use this report to compare sales, discounts, refunds, and other data points week-over-week or to a previous period (month, quarter, or year).

In Toast Web, navigate to Reports > Sales > Sales summary, or select Sales summary from the Quick Actions section on the homepage. 

Select the date range for the report. 

 

Sales BreakdownThe Sales Breakdown report can be used to compare two different sales metrics against each other, including:
  • Sales Categories
  • Dining Option
  • Revenue Center
  • Discount Name
  • Service Area
  • Service Type
  • Server
  • Sale Date
  • Item Name
Use this report to track sales by service area and learn what sales categories have the highest numbers in net sales for those areas on a monthly basis.

In Toast Web, navigate to Reports > Sales > Sales breakdown.

Select the date range for the report. 

 

Note: If you need to view or export a report that contains sales data trends for a specific day or time period, please follow the steps described in View Daily Sales Data Trends Over Time.

Location BreakdownThis report is a resource for single location or multi-location restaurants that would like to compare and analyze sales data filtered by a variety of metrics.Use this report to compare multiple locations and find areas of opportunity for each restaurant.In Toast Web, navigate to Reports > Sales > Location breakdown.

Select the date range for the report.
 

Menu Reports

ReportReport OverviewHow to Use This ReportHow to Access This Report
Product Mix

This report shows a comprehensive sales breakdown for your menu.Use this Product Mix report to monitor sales for menus, groups or specific items and find areas of opportunities for your menu. Using the Product Mix Compare report, compare two or more locations on a weekly or monthly cadence. 

These reports are useful when making changes to your restaurant's menu.
In Toast Web, navigate to Reports > Menus > Product mix.

Select the date range for the report.
 
Menu BreakdownWith this report, see detailed sales metrics for items, modifiers, and special requests.This report is great in providing a snapshot of your menu's performance across all of the restaurant group's locations for the time period selected. 

This report is specifically useful in learning what special requests are consistently input for each item and what Open Items are commonly rung in. 
In Toast Web, navigate to Reports > Menus > Menu breakdown.

Use the filters and options on the page, select what data you'd like to appear in the report and for what locations (if you're part of a restaurant group).

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Labor Reports

ReportReport OverviewHow to Use This ReportHow to Access This Report
Location OverviewThis report allows both single and multi-location restaurants to compare sales growth and labor costs by location.Use this report to view data for net sales and labor for multiple locations simultaneously weekly and/or monthly.In Toast Web, navigate to Reports > Labor > Location overview.

Use the filters and options on the page, select what data you'd like to appear in the report and for what locations (if you're part of a restaurant group).
 
Labor SummaryThis report is the most important labor report for a restaurant. Here, you can see hours worked, overtime, and pay.Use this report in a weekly or bi-weekly cadence for payroll purposes and make sure time entries are correct for the pay period.In Toast Web, navigate to Reports > Labor > Labor summary.

Use the filters and options on the page, select what data you'd like to appear in the report.
Hourly SalesThe Hourly Sales Report breaks down sales and labor costs in 15-minute intervals.This report is very helpful in determining whether your restaurant is over or under-staffed when building your schedule for the week or month.

To find the total labor % for the day or week, make sure to scroll to the bottom of the page and look at the Total row.
In Toast Web, navigate to Reports > Labor > Hourly sales.

Use the filters and options on the page, select what data you'd like to appear in the report.

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Payments, Cash, and Finance Reports

ReportReport OverviewHow to Use This ReportHow to Access This Report
Cash Activity AuditThis report provides a breakdown of cash activity for a location over a date range.Use this report on a weekly or monthly cadence and share any cash-specific data with an accountant. 

Use the download icon to export the report and send it to your accountant.
In Toast Web, navigate to Reports > Cash and loss management > Cash activity audit.

Change the filters at the top of the report, if needed.
 
Settled Deposits Daily BreakdownThis report provides an itemized and detailed list of credit card batches for the date range selected.This report can help you reconcile deposits in a weekly or monthly cadence. Restaurants can easily view daily credit card deposits and total sales by date, chargebacks, and refunds. 

Note: Check out this Support Center article, Deposit Schedules Overview, to learn more. 
In Toast Web, navigate to Reports > Payments > Settled deposits daily breakdown.

Change the filters at the top of the report, if needed.
Deposit Totals OverviewThis report provides insight into settled credit card batches, a view into processing rates and fees per credit card processor, and any pending batches. Use this report to check on any pending batches when reconciling on a weekly basis.In Toast Web, navigate to Reports > Payments > Deposit totals overview.

Change the filters at the top of the report, if needed.
Payout Overview ReportThis report includes and consolidates the Deposit Totals Overview, Settled Deposits Daily Breakdown, and Daily Card Activity reports.See above rows.In Toast Web, navigate to Reports > Payments > Payout overview.

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