Backups and Data¶
Your data (orders, sales, menu, inventory, staff, shifts) is a critical asset — it must be stored safely and be recoverable if anything goes wrong. Here we explain what you can do yourself from the dashboard, and what is the responsibility of whoever runs your server.
Export available from the dashboard (reports)¶
From the Reports screen you can produce a copy of the data for the period you're viewing and save it to your device:
- Open Reports and choose the period (from / to) and the tab you want (sales, kitchen, etc.).
- Click Excel to download a CSV file that opens in Excel — it's named automatically with the restaurant name, the tab, and the date.
- You also have a PDF button (print/save the report) and a Send by email button.
💡 Tip: Download the sales report at the end of each month and keep it. This helps with accounting and review without needing to open the system.
This export is a set of ready-to-view reports — not a complete copy of the database.
Full database backup (operator's responsibility)¶
The system has no "full backup" button inside the dashboard. A complete backup of all your data is done at the server level, and that is the job of whoever hosts the system for you:
- All your data is stored in a single database (MongoDB) containing collections such as orders, sales/transactions, menu, inventory, staff, and shifts.
- What's required: a daily automatic backup, encrypted, stored in a separate location from the server itself (not on the same machine).
- Restoring brings the database back from the last healthy backup — so agree with the operator that they test the restore periodically. A backup that is never tested = it may turn out to be corrupt when you need it.
Before any update¶
| Step | Why |
|---|---|
| Take a full backup before updating | So you can roll back if the update causes a problem |
| Confirm the backup was actually saved | An incomplete backup is useless |
| Update at a quiet time (outside peak hours) | Minimizes the impact of any downtime |
⚠️ Warning: Do not run a system update unless you're sure there's a recent, healthy backup.
🔒 Security: Backup files may contain sensitive data (customer data, sales, staff accounts). Store them encrypted and with restricted permissions, and never send them over insecure channels.