Taplo provides real-time analytics so you always know how your range is performing — no exporting, no third-party dashboards needed.
Quick Glance (Insights Dashboard)
Found under Analytics → Insights, the Quick Glance section gives you an at-a-glance view of performance across multiple timeframes:
Daily
Weekly
Month to date
Year to date
Detailed Breakdowns
Beyond the summary view, you can also see:
Hourly breakdown — understand traffic and sales patterns throughout the day
Top products — see what's selling most
Payment activity — track which payments are going through and which are not
Top customers — identify your most valuable regulars
Reports
Taplo includes both on-demand and automated reporting so you always have the data you need.
Available Report Types
Report Type | Description |
|---|---|
Inventory | Track stock levels and movement |
Orders | Full breakdown of order history |
Check-ins | Customer check-in activity |
Product Mix (P-Mix) | Analyze which products are being sold together |
Running a Report
Navigate to the Reports section
Select a report type
Choose your date range
The report will be ready within 3–5 minutes
You can also export anything visible in the analytics or insights screens directly — no need to rebuild reports manually.
Automated Reporting
If you'd rather not run reports manually, Taplo supports scheduled automated reports:
Create an automated report and select the report type
Set the frequency (e.g., daily)
Set the lookback window (e.g., last 24 hours)
Taplo will email you the report automatically on your chosen schedule
This is ideal for owners or managers who want regular performance snapshots delivered to their inbox without any manual effort.
Need Help?
Contact the Taplo support team or your onboarding specialist for help setting up rewards, configuring your analytics dashboard, or scheduling automated reports.