Sales Reports
Using Reports:
All reports work in a similar way overall. Reports that are for a specific time period have a Start Date and End Date. If a start date or end date falls in the middle of a report period, you will get the entire report period. For example, if you ask for a Monthly report but only set the start date halfway through a month, you will get the entire month. Reports also begin and end at the day start time set in Main Settings.

See Getting Started for more information about setting the day start time.

Many reports have extra detail that you may want to see. To get more detail on these reports, check the Show Report Detail box. When you are ready to see the report, click Generate Report button.

Note: To export or email a report in Excel format, you must have Microsoft Excel installed on that computer.

Reports can be printed, exported, or emailed. To print a report, click the Print Report button. To view a report to Excel format, click the Export Report To Excel button. This will bring up a Microsoft Excel worksheet with your data in it. Finally, reports can be sent to you by email. To do this, click the Email Report As Attachment button. Reports will be emailed as an attachment in Excel format. To use this feature you must first have set up email on your system.

See Email Setup for more information about emailing reports.

Some reports are very database intensive and may take 1 to 10 minutes to run. Please be patient.

Detailed Report:
The detailed report will give you specific information about your business over a set time period. This is a comprehensive report that may take a while to run.

Orders:

The orders report gives you a list of all orders both open and closed.

Open Orders:

The open orders report shows you what orders on the system have not yet been paid.

Payments:

The payments report shows all the payments made during the time frame you have set up.

Gift Cards:

View a report of the gift cards that were redeemed as payment.

Personal Checks:

View a report of the personal checks that were used as payment

Taxes:

The taxes report gives you a breakdown of your sales and then how much you have collected in taxes. This report will show both add on tax and tax that is included.

Cost Of Goods:

The cost of goods report shows you what you have spent on ingredients for the things you sell, and compare that to how much revenue was received from those item’s sales. This will return a percent that will give you your overall liquor cost.

Daily Report:

The daily report will give you detailed information about all days in the chosen time frame. This information includes pay outs, drawer over/unders, tips, discounts, voids, cash sales, credit card sales, total orders, items sold, taxes collected, net sales, gross sales, and total cash on hand.

Weekly Report:

The weekly report will give you detailed information about all weeks in the chosen time frame. This information includes pay outs, drawer over/unders, tips, discounts, voids, cash sales, credit card sales, total orders, items sold, taxes collected, net sales, gross sales, and total cash on hand.

If the start date or end date land in the middle of a week, that entire week will be included in the report.

Monthly Report:

The monthly report will give you detailed information about all months in the chosen time frame. This information includes pay outs, drawer over/unders, tips, discounts, voids, cash sales, credit card sales, total orders, items sold, taxes collected, net sales, gross sales, and total cash on hand.

If the start date or end date land in the middle of a month, that entire month will be included in the report.

Sales By Hour:

The sales by hour report will give you all the sales broken down into 24 hours. It will also give you the total items sold.

Sales By Day:

The sales by day report will give you all of the sales for the days included in the selected date range. However, it will not provide as much detail as the daily report.

Sales By Week:

The sales by week report will give you all of the sales group in one week blocks. However, it will not provide as much detail as the weekly report.

If the start date or end date land in the middle of a week, that entire week will be included in the report, but will run much more quickly.

Sales By Month:

The sales by month report will give you all of the sales group in one month blocks. However, it will not provide as much detail as the monthly report, but will run much more quickly.

If the start date or end date land in the middle of a month, that entire month will be included in the report.

Sales By Item:

The sales by item report gives you all of the items sold during a specific period of time. It will group the items by type, giving you a total count. To view associated modifiers, check the Show Report Detail box.

This report is very database intensive and may take quite a while to execute.

Item Sales By Hour:

The sales by item report gives you all of the items sold during a specific period of time broken down into 24 hour increments. It will group the items by type, giving you a total count. To view associated modifiers, check the Show Report Detail box.

This report is very database intensive and may take quite a while to execute.

Sales By Category:

The sales by category report will break down items sold into specific categories.

This report is database intensive and may take quite a while to execute.

Sales By Group:

The sales by group report will break down items sold into specific group.

This report is database intensive and may take quite a while to execute.

Item Sales By Server

The item sales by server report will break down the sales by server, and then show what items each server sold during the selected date range.

This report is very database intensive and may take quite a while to execute.

Item Sales By Room

The item sales by room report will break down the sales by room, and then show what items were sold, from that room, during the selected date range.

This report is very database intensive and may take quite a while to execute.

Sales By Station:

The sales by station report will break down sales for a selected time period into the different stations that were active during this period.

Sales By Server:

The sales by server report will break down sales for a selected time period into the different servers that were active during this period.

Sales By Payment Type:

The sales by payment type report will break down sales for a selected time period into the different kinds of payments including cash and credit cards that were active during this period.

Sales By Delivery

The sales by delivery report will show you just hte sales made for delivery for a specific period of time.


Report Options

Reports Screen