Reports
Reports are organized into categories.
Reports page
To run a report:
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Click Reports in the left navigation bar to open the Reports page.
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Click a category to open the page listing its available reports (for example, Sales Summaries).
Sales Summaries Reports page
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Click a report to open its page (for example, Sales Summary by Location).
Sales Summary by Location page
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Configure the Options as you desire.
NOTE: The available Options almost always include location and date, and others may be present as well depending on the type of report being run.
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Click View Report. Some reports also have the option to download via a Download Report button.
NOTE: The report may take a few seconds to display.
Accounting
| Report | Description |
|---|---|
| Add On Purchases By Discount | Shows each discount and lists the items ordered on orders that the discount was applied to. You can sort by discount. It can be run for one or more locations and for a given date range. |
| Add On Purchases By Item | Presents each item, lists the other items ordered on the same order, sorted by item. It can be run for one or more locations, and for a given date range. |
| Add On Purchases by Promotion | Shows each promotion, lists the items ordered on orders that the promotion where it was applied. You can sort by promotion. It can be run for one or more locations, and for a given date range. |
| Credit Card Detail | Presents approved credit card transaction details, sorted by location and then transaction time. It can be run for one or more locations, for a given date range and can be filtered by section. |
| Credit Card Summary by Merchant Account | Lists total approved credit card transactions by Brick & Mortar versus E-Commerce merchant accounts. It can be run for one or more locations, and for a given date range. |
| Discount Detail | Shows order discount details, which are grouped and sorted by discount. It can be run for one or more locations, for a given date range and can be filtered by discount. |
| Discount Group Summary | Presents total order discounts, which are grouped and sorted by discount group. It can be run for one or more locations, and for a given date range. |
| Discount Summary | Lists total order discounts, grouped and sorted by discount. It can be run for one or more locations, and for a given date range. |
| Donation Summary | Shows total order donations, grouped and sorted by charity. It can be run for one or more locations, and for a given date range. |
| Gift Card Items By Employee | Provides gift card issue and reload transactions. They are grouped and ordered by location name, and then employee. It can be run for one or more locations, and for a given date range. |
| Gift Card Payment | Lists approved gift card tender transaction details which are sorted by location and then transaction time. It can be run for one or more locations, and for a given date range. |
| Gift Card Sales Summary | Shows totals for each gift card transaction type, a cumulative total for all selected locations. It can be run for one or more locations, and for a given date range. |
| Gift Card Sales Summary By Store | Presents totals for each gift card transaction type, which are grouped and sorted by location. It can be run for one or more locations, and for a given date range. |
| Gift Card Summary By Employee | Lists totals for each gift card transaction type, which are grouped by employee and sorted by Total Amount. It can be run for one or more locations, and for a given date range. |
| House Account Detail | Shows house account transaction details, which are sorted by transaction time. It can be run for one or more locations, for a given date range, and filtered by account number. |
| House Account Summary | Presents house accounts and the current status including balance due for a single location. |
| Ideal Food Cost By Item | Lists all items sold along with cost relative to sales, both on an average per item and cumulative bases, which is sorted by item name. It can be run for one or more locations, and for a given date range. |
| Open Order Deposit | Shows order deposits on future orders created on the current business date, or due on the current business date, which are ordered by deposit transaction time. It can be run for a single location. |
| Open Till | Lists all cash drawers and self-banking tills that are currently open/assigned and have not been checked out which are sorted by Till Number. It can be run for one or more locations. |
| Petty Account Detail | Lists cash in/out transaction details sorted by transaction time. Can be run for a single location, for a given date range. |
| Promotion Detail | Lists order promotion details grouped and sorted by promotion. Can be run for one or more locations, for a given date range. |
| Promotion Summary | Lists total order promotions, grouped and sorted by promotion. Can be run for one or more locations, for a given date range. |
| Refund Detail | Lists refund order details sorted by transaction time. Can be run for a single location, for a given date range. |
| Royalties By Location | Lists selected locations, their royalty collection details, and the total calculated royalties for the selected date range. Can be run for one or more locations, for a given date range. |
| Skim Detail Report | List of triggered warning messages and Skim events. Can be run for one location, for a given date range. Report columns include: Event Time, Cash Drawer, Skim Amount, Logged-In User, Cash Amount in Excess, Duration, Description. |
| Surcharge Summary | Lists total order surcharges, grouped and sorted by surcharge. Can be run for one or more locations, for a given date range. |
| Taxes by Location | Lists all taxes for each location. Can be run for one or more locations. |
| Tax Exempt Sales | Lists details of orders set as tax exempt, sorted by transaction time. Can be run for a single location, for a given date range. |
| Tax Summary | Lists tax collected, grouped by tax, and sorted by percent or total tax collected. Can be run for one or more locations, for a given date range. |
| Tender Detail | Lists order details, grouped by tender applied, and sorted by tender then transaction time. Can be run for one or more locations, for a given date range, and filtered by tender. |
| Tender Summary | Lists all tenders and totals collected, sorted by tender name. Can be run for one or more locations, for a given date range. |
| Till History | Lists till details for all checked out cash drawers and self-banking tills, sorted by checkout time. Can be run for a single location, for a given date range. |
| Void Details | Lists voided item details, grouped by employee and sorted by void time. Can be run for a single location, for a given date range. |
| Void Summary | Lists void totals for all void reasons, grouped by void reason and sorted by total amount voided. Can be run for one or more locations, for a given date range. |
Audits
| Report | Description |
|---|---|
| Business Date Audit | Lists all system events for a single business date. Can be run for a single location, for a given business date. |
| Credit Card Audit | Lists details of all attempted credit card transactions (including EMV activity), batch transactions, and audit access. Can be run for a single location, for a given date range. |
| Gift Card Audit | Lists details of all attempted gift card transactions. Can be run for a single location and date. |
| Notifications | Lists details of triggered alerts. Can be run for a single location, for a given date range. |
| Location Security Audit | Lists details of each time an Admin Portal user accessed Settings Editor and published settings changes. Can be run for a single location, for a given date range. |
| Group Security Audit | List details of each time an Admin Portal user accessed any portion of the Admin Portal that controls any form of system access. Can be run for a given date range. |
| Reopened Order | Lists order details of any orders that were reopened, grouped by location, and sorted by location, then Reopen Time. |
| Tax Audit Report | Lists changes to taxes for a given date range, sorted by user, with the location, tax name, old tax value, new tax value, and the date and time of the change. Can be run for one or more locations. |
| Manager Override Detail | Lists details regarding all manager override actions, including: Approval Time, Login User, Button Name, Button Action, Approval User, and Approval Method |
Comparative
| Report | Description |
|---|---|
| Hourly Sales | Lists sales totals for two groups of locations by hour, along with comparative value between the two groups of locations. Can be run for one or more locations, for a given date range. |
| Product Mix | Lists sales totals for two groups of locations by item, along with comparative value between the two groups of locations, sorted by item name. Can be run for one or more locations, for a given date range. |
| Sales By Day Part | Lists sales totals for two groups of locations by day part, along with comparative value between the two groups of locations, sorted by day part start time. Can be run for one or more locations, for a given date range. |
| Sales Summary | Lists sales summary date for two groups of locations by hour, along with comparative value between the two groups of locations. Can be run for one or more locations, for a given date range. |
Configuration
| Report | Description |
|---|---|
| Items By Revenue Center | Lists all items in a single location and the item's revenue center, sorted by revenue center and then item name. Can be run for a single location. |
| Menu Comparison | Displays items that have any different values set between two locations. Must be run with two, and only two locations selected. |
| Modifier Group Detail | List all the modifier groups, along with the items in the modifier group, sorted by modifier group name. Can be run for a single location. |
| Tax By Item | Lists all items, along with the taxes assigned to the item either directly or via the revenue center, sorted by item name. Can be run for a single location. |
Employees
| Report | Description |
|---|---|
| Declared Tips | Lists all employees with shifts during the selected date range and their tips relative to their sales by business date, sorted by employee name then business date. Can be run for a single location, for a given date range. |
| Cash Accuracy | Lists all employees that had tills during the selected date range and their cash accuracy as a function of declared cash variance divided by calculated cash, sorted by cash accuracy. Can be run for one or more locations, for a given date range. |
| Employee Directory | Lists all non-terminated employees in a single location, along with their contact and personal information. Can be run for a single location. |
| Employee Productivity | Lists all employees with sales in the selected date range, along with total sales values. Eligible sales are items sold from the selected item group, and Eligible Sales % is calculated as Eligible Sales divided by Total Sales. Report is sorted by Eligible % Sales. Can be run for one of more locations, for a given date range, and for a single item group. |
| Sales Comparison By Item | List items sold by employee, relative to other employees, sorted by location, item, business date, and then employee name. Can be run for one of more locations, for a given date range. |
| Sales Comparison By Revenue Center | Revenue center sales by employee, relative to other employees, sorted by location, revenue center, business date, and then employee name. Can be run for one of more locations, for a given date range. |
| Employee Sales Summary | Lists all employees with sales within the selected date range, along with key performance metrics for each employee. Can be run for a single location, for a given date range. |
| Item Sales By Employee | Lists all items, and then items sold by employee, sorted by item name and then total sales per employee. Can be run for a single location, for a given date range. |
Future Orders
| Report | Description |
|---|---|
| Future Order Detail | Lists order details for future orders that have a request time within the selected date range, which not been sent to the kitchen. Can be run for one of more locations, for a given date range. |
| Future Order Summary | Lists a count per item sold on future orders that have a request time within the selected date range, which not been sent to the kitchen. Can be run for one of more locations, for a given date range. |
Kitchen
| Report | Description |
|---|---|
| Kitchen Performance | Lists total orders bumped prior to each threshold time defined on each kitchen queue, and orders bumped beyond the last threshold are reported as Extended. Can be run for a single location, for a given date range. |
| Performance By Day Part And Hour | Lists total orders bumped prior to each threshold time defined on each kitchen queue by hour and day part, and orders bumped beyond the last threshold are reported as Extended. Can be run for a single location, for a given date range. |
| Performance By Day Part | Lists total orders bumped prior to each threshold time defined on each kitchen queue by day part, and orders bumped beyond the last threshold are reported as Extended. Can be run for a single location, for a given date range. |
| Performance By Hour | Lists total orders bumped prior to each threshold time defined on each kitchen queue by hour, and orders bumped beyond the last threshold are reported as Extended. Can be run for a single location, for a given date range. |
| Speed Of Service By Day Part | Lists average order bump time per kitchen queue by day part. Can be run for a single location, for a given date range. |
| Speed Of Service By Hour | Lists average order bump time per kitchen queue by hour. Can be run for a single location, for a given date range. |
Labor
| Report | Description |
|---|---|
| Clocked In | Lists all employees that are currently clocked in, sorted by employee name. Can be run for a single location. |
| Edited Shifts | Lists shifts with a business date that is within the selected date range that were edited, grouped by employee and sorted by employee name then shift business date. Can be run for a single location, for a given date range. |
| Employee Breaks | Lists all employee breaks taken, sorted by employee name then date. Can be run for a single location, for a given date range. |
| Employee Summary By Job | Lists total shift hours per employee by job, grouped and sorted by job. Can be run for a single location, for a given date range. |
| Employee Summary By Job With Salary | Lists total shift hours and total pay per employee by job, grouped and sorted by job. Can be run for a single location, for a given date range. |
| Employee Timecard | Lists shift details by employee, sorted by employee name. Can be run for a single location, for a given date range, and can be filtered by employee and/or job. |
| Job Summary By Employee | Lists job totals, including hours and pay, by employee, sorted by employee name. Can be run for a single location, for a given date range. |
| Labor Cost By Job | Lists total hours and pay by job, sorted by job name. Can be run for a single location, for a given date range. |
| Hourly Labor By Labor Group | Lists total hours by labor group, sorted by labor group name. Can be run for a single location, for a given date range. |
| Weekly Labor Schedule | Displays the labor schedule by week as defined via the Labor Scheduler or submitted by a third-party via the API. |
Loyalty
This functionality is no longer supported as of March 31st, 2024.
Marketing
| Report | Description |
|---|---|
| Marketing Campaign Summary | Lists all marketing campaigns and totals used to calculate ROI, sorted by marketing campaign name. Can be run for one or more locations, for a given date range. |
| Marketing Campaign Detail | List order details for all orders associated with a marketing campaign. Can be run for one or more locations, for a given date range, and filtered by marketing campaign. |
| Survey Summary | Lists all questions on the selected survey, and a summary of responses for each. Sorted by the sort order in which the question appears on the survey. Can be run for one or more locations, for a given date range, and can be filtered by survey and completeness. |
| Survey Detail | Lists individual survey response details for a given survey, sorted by response time. Can be run for one or more locations, for a given date range, and can be filtered by survey and completeness. |
| Survey Question Summary | Lists all survey questions and a summary of responses for each, sorted by survey question name. Can be run for one or more locations, for a given date range, and can be filtered by survey and completeness. |
Orders
| Report | Description |
|---|---|
| Order List by Destination | Lists order details grouped by destination, sorted by destination name then order time. Can be run for a single location, for a given date range. |
Product Mix
| Report | Description |
|---|---|
| All Items | Lists all items and their sales totals, sorted by percent of total sales. Can be run for one or more locations, for a given date range, and can exclude items with a price of zero. |
| Forecasted | Lists sold count per item, per week. For weeks in the past the actual sold count is displayed, for weeks in the future forecasted sold count is displayed, based on historical sales. Can be run for a single location, for a given date range. |
| By Brand | Lists all items and their sales totals, grouped by brand, and sorted by percent of total sales. Can be run for one or more locations, for a given date range, and can exclude items with a price of zero. |
| By Day Part | Lists all items and their sales totals, grouped by day part, and sorted by percent of total sales. Can be run for one or more locations, for a given date range, and can exclude items with a price of zero. |
| By Destination | Lists all items and their sales totals, grouped by destination, and sorted by percent of total sales. Can be run for one or more locations, for a given date range, and can exclude items with a price of zero. |
| By Interval | Lists all items and their sales totals, grouped by the selected time interval, and sorted by percent of total sales. Can be run for one or more locations, for a given date range. |
| By Item Group | Lists all items and their sales totals, grouped by item group, and sorted by percent of total sales. Can be run for one or more locations, for a given date range, can filter by item group, and can exclude items with a price of zero. |
| By Revenue Center | Lists all items and their sales totals, grouped by revenue center, and sorted by percent of total sales. Can be run for one or more locations, for a given date range, and can exclude items with a price of zero. |
| By Section | Lists all items and their sales totals, grouped by section, and sorted by percent of total sales. Can be run for one or more locations, for a given date range, and can exclude items with a price of zero. |
Sales by Day Part
| Report | Description |
|---|---|
| Sales Summary By Day Part | Lists sales summary metrics by day part. Can be run for a single location, for a given date range. |
| Revenue Centers Sales By Day Part | Lists all revenue centers and the net sales by day part for each, sorted by revenue center. Can be run for one or more locations, for a given date range. |
| Employee Sales By Day Part | Lists all employees with sales data for the selected date range, and the net sales by day part for each, sorted by employee name. Can be run for one or more locations, for a given date range. |
| Payments By Day Part | Lists all tenders and the total collected by day part for each, sorted by tender name. Can be run for one or more locations, for a given date range. |
| Discounts By Day Part | Lists all discounts and the total dollar amount applied by day part for each, sorted by discount name. Can be run for one or more locations, for a given date range. |
| Taxes By Day Part | Lists all taxes and the total collected by day part for each, sorted by tax name. Can be run for one or more locations, for a given date range. |
Sales Details
| Report | Description |
|---|---|
| Item Sales | Lists all items, and the orders on which the item was sold. Can be run for a single location, for a given date range. |
| Sales By Section | Lists order totals by section for multiple differentiators. Can be run for a single location, for a given date range. |
Sales Summaries
| Report | Description |
|---|---|
| Hourly Sales By Destination | Lists sales by hour, by destination. Can be run for one or more locations, for a given date range, and can be filtered by employee and/or item group. |
| Item Group Comparison By Employee | Lists all employees, and item count sold for each, for two selected item groups. Sorted by the percent of items sold from the first item group relative to the second. Can be run for one or more locations, for a given date range. |
| Item Group Comparison By Location | Lists all selected locations, and item count sold for each, for two selected item groups. Sorted by the percent of items sold from the first item group relative to the second. Can be run for one or more locations, for a given date range. |
| Modifiers By Item | Lists modifiers sold, grouped by item. Can be run for one or more locations, for a given date range, and can be filtered by item group. |
| Revenue Center Sales By Destination | Lists all revenue centers and the net sales by destination for each, sorted by revenue center. Can be run for one or more locations, for a given date range. |
| Hourly Sales And Labor | Lists sales and labor key metrics by hour. Can be run for one or more locations, for a given date range. |
| Hourly Sales And Labor By Section | Lists all sections, and for each section lists sales and labor key metrics by hour. Can be run for one or more locations, for a given date range. |
| Sales And Labor Summary By Location | Lists all selected locations, and for each location lists sales and labor key metrics. Can be run for one or more locations, for a given date range. |
| Sales By Day | Lists all business dates within the selected date range, and sales totals for each business date. Can be run for a single location, for a given date range. |
| Sales By Destination | Lists sales totals by destination, sorted by destination name. Can be run for one or more locations, for a given date range. |
| Hourly Sales | Lists sales totals by hour. Can be run for one or more locations, for a given date range. |
| Sales By Interval | Lists sales totals by the selected time interval. Can be run for one or more locations, for a given date range, and can be filtered by order source. |
| Sales By Order Source | Lists all registers and order sources, and the sales totals for each, sorted by net sales. Can be run for one or more locations, for a given date range. |
| Sales Summary | Lists high level key metrics, including sales, labor, and cash. Can be run for a single location, for a given date range. |
| Sales Summary by Location | Lists sales specifics including sales, tender, discounts, and tills. Can be run for all, multiple, or single location. |