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31.10.2017

Administration Panel Reports: Finance, Cashier, Analytics

Day report: During a day the following key figures are displayed in three sections:

  • Bottom line: Sales, Returns, Discounts, Sold quantity, Guests number, Average check.
  • The most popular: Products (Dish) designation, Quanity, Totals.
  • Discounts: Discount designation, Totals.

 


 

By employees: Displays sales for the specified date range with the possibility to filter by outlet

It contains the following columns: Employee, Sold quantity, Discount, Sales Totals, Average bill.

 


 

Cash report: Displays till operations for the specified date range with the possibility to filter by establishment.

 


 

Profitability of sales: shows a profit calculation broken down by dishes for the specified date range.

It contains the following columns: Products, Sold quantity, Sales Totals, Written-off quantity, Written-off amount, Cost price of 1 item, Markup percentage, Profit.

 


 

Sales by kind of  payment: Displays sales broken down by payment methods for the specified date range with the possibility to filter by outlet.

It contains the following columns: Payment method, Sold quantity, Sales Totals, Avarage check.

Administration Panel Reports: Finance, Cashier, Analytics | фото 1 | SmartTouch

Detail report Sales by type of payment:

To view information in the context of payments, click on the line with a specific type of payment

Administration Panel Reports: Finance, Cashier, Analytics | фото 2 | SmartTouch

 

 


 

Sales by days: Displays sales broken down by calendar days for the specified date range.

It contains the following columns: Day, Establishment, Sales Totals.

 


 

Sales over a period: Here you have the possibility to produce a report broken down by:

  • Products
  • Products groups
  • Products categories
  • It contains the following columns: Products, Establishment, Totals, and Quantity.

 


 

Sales by goods – Type of report: In the fiscal group during the period

Columns: Goods (Fiscal groups) for each outlets, Vendor Code,  Quantity Amount (sold), Total (for all institutions) Quantity Amount (sold)

Options:

  • Date of the start – Date & Time beginning a reported period
  • End date – the date & time due dates a reported period
  • By outlets – the details of sales figures by institutions.
  • By organizations – details of sales figures on the organizational and legal form of management.
  • Do not take into account the view of Loan Payment
  • Do not show the zero position
  • Only the fiscal receipts

It is possible to get sales figures in accordance with the changes of cash. The reporting period in this case is set by the additional parameter – the beginning and end of the shift. The arrow buttons “Forward” and “Back” allow “flipping” a report in accordance with the changes of cash, time shift will be entered automatically.

Button Export to Excel – is to save the report in an external file

Administration Panel Reports: Finance, Cashier, Analytics | фото 3 | SmartTouch

 


Sales by employees

Allows you to get information about sales in the context of employees or users of the tablet.

Report Parameters:

  • Start date – the start date of the reporting period
  • End date – end date of the reporting period
  • By product categories – grouping report rows by product category
  • Outlet – filter by institution
  • Tablet users / By employees – group lines by tablet users or by employees.
  • Details on the goods / Details on the types of payments – include the grouping of lines of detail on the goods or types of payment.

Columns: Employee, Number of Checks, Discount, Count, Number of guests, Sum , Amount, Average Check.

For detailed information about the sales made by the employee, you need to click on the line with the name of the employee.

Administration Panel Reports: Finance, Cashier, Analytics | фото 4 | SmartTouch

The detailed table includes sales by type of payment and columns Number and Amount

Administration Panel Reports: Finance, Cashier, Analytics | фото 5 | SmartTouch

 


 

Activity Log – list of operations with documents / objects database for the period

Column: Date (date and time of the operation), description (ID – document / object, name), Login (user to perform an operation), IP (IP address), the user’s action (operation type: create, update, delete).

 


 

Charts – Displays cost of goods sold in the form of a graph

Vertical – cost of goods sold

According horizontals – the days of the reporting period.

The report has two modes:

  • Only a selected period
  • Compared to the previous period

 

In mode only the selected period are displayed for sale with the help of the established calendar (start date, end date) period.

In Compare mode with the previous period are displayed simultaneously:

sales for the installed using calendars (Start date, end date) sales period for the previous period.

The duration of the previous period is automatically “shifted into the past” in relation to the assigned reporting period by the corresponding number of days of the reporting period.

That is, if you set the reporting period equal to the week, the previous comparable period will correspond to the previous week. The graph reporting period, highlighted in green, and the previous period – purple.

If you click on the graph to the intersection point of the day, the program will display a hint about the displayed period.

In Compare mode with the previous period on the horizontal axis of the chart displays the serial numbers of days of the reporting period.

Administration Panel Reports: Finance, Cashier, Analytics | фото 6 | SmartTouch

 

The parameter allows you to set Group by day, week or month as a group sales figures, that is, indicators will be are summarized and displayed according to the specified groups.

Administration Panel Reports: Finance, Cashier, Analytics | фото 7 | SmartTouch

 


Gains and losses

Gains and losses – comparison of monthly figures in the period with the possibility of filtering by the institution

Parameters defining the reporting period: Start date, end date

Columns:

Title of the article income / expense, places Name

Section Month: Columns amount on articles Interest

Administration Panel Reports: Finance, Cashier, Analytics | фото 8 | SmartTouch

 

 


 

Orders with partial payments report

will show you quickly the amount and date of the debt to be paid by the customer

Administration Panel Reports: Finance, Cashier, Analytics | фото 9 | SmartTouch

Designed to control the debt arising from the deferred sales

Options:

  • start date, end date – determine the period of occurrence of debt
  • Outlet – by the institution in which the debt arose
  • Past due accounts – show the maturity of debts has expired.

 

 


Cash income / expense report – formed for the period in the context of the institution, shows the amount of money deposited or withdrawn from the ticket office.

 

Administration Panel Reports: Finance, Cashier, Analytics | фото 10 | SmartTouch

 


 

Daily payment report – cash flow (payments) for the period in the context of payment types with the possibility of filtering by the Facility.

In addition to the reporting period, in the parameters of calendars, you can define the time range of payments and institution.

Check box Full list letovers allows you to include payments for all shifts caught in the reporting period.

Administration Panel Reports: Finance, Cashier, Analytics | фото 11 | SmartTouch

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