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Report by bonus points displays information for the specified date range.
It contains the following columns: Name and Surname, card number, received bonus points, spent bonus points, order number.
Consolidated report by discounts for a specified date range with filtering by establishment.
It contains the following columns: Discount (designation), percent of a discount, discount amount.
Detailed report by discounts displays information for a specified date range and allows to filter by establishment.
Columns: Order number, Order status (Open/Closed), Establishment, Created by (waiter, salesperson), Guest, Discount (designation), percent of a discount, discount amount, order amount.
Orders by partial payments
Designed to control debt arising from deferred sales
Options:
Start Date, End Date – determine the period when the debt is incurred
Outlet – is a filter at the institution where the debt arose
Past due accords – show debts that are overdue.
Export Loyalty Reports to MS Excel
Reports can be exported as spreadsheets in MS Excel. To export after you generate the report, click Export to Excel. The .xlt report file will be downloaded to your computer. You can continue to run the report in any spreadsheet that supports this format (for example, in MS Excel)
Security reports are located in the Administration Panel \ Reports \ Action Log section:
Operation log – a list of operations with documents / database objects for the period
Columns: Date (Date and time of the operation), Description (ID of the document / object, name), Login (of the user who performed the operation), IP (IP address), User action (Operation type: create, update, delete).
Suspicious User Activity Report
The report displays information in the columns: Order number, Date (and time of action), Action, Comment, Created (User), Institution
with the following user actions:
Products stocks movements: Displays products stocks in the warehouses for the specified date range with the possibility to filter by Storehouses, Categories and Type of goods.
The report have mode the Do not show zero positions
Reports lines are highlighted in red if product’s stock in the warehouse is less than an authorized minimum level (column min.stock).
In the production mode of public catering, when you click on the product line, the report displays the document numbers according to which the goods moved. If the product is an ingredient, then the products in which it is included are shown.
The additional form of presentation End balances for storehouses
According to documents and goods, the quantity of goods delivered or moved between warehouses for a period.
It works in two modes, depending on the type of document selected:
Products arrival:
Columns: Document number, Date / time of document creation, Goods, Supplier, Target storehouse, Base unit price, Quantity, Sum incl. tax
Products transfer:
Columns: Document number, Date \ time of document creation, Goods, Target storehouse, Source storehouse, Price of base unit, Quantity, Sum ibcl. tax
Suppliers settlements – the history of mutual settlements with the supplier for the purchased goods.
Columns: Supplier, Balance at the beginning of the period, Delivery, Outgoing payments, Balance at the end of the period
In order for the uploaded file with the details (the list of receipts and payments), it is necessary:
After the program unloads the file on your computer, it can be opened in a spreadsheet editor.
Day report: During a day the following key figures are displayed in three sections:
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.
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
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:
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:
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
Sales by employees
Allows you to get information about sales in the context of employees or users of the tablet.
Report Parameters:
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.
The detailed table includes sales by type of payment and columns Number and Amount
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).
Vertical – cost of goods sold
According horizontals – the days of the reporting period.
The report has two modes:
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.
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.
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
will show you quickly the amount and date of the debt to be paid by the customer
Designed to control the debt arising from the deferred sales
Options:
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.
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.
The program allows you to configure individual user access to the administration panel reports.
The user access rights to the reports can be configured in the Administration panel \ Access \ Users of the administration panel
Open the card in the user list of the Administration Panel:
The POS reports access tab to the outlets reports
The Reports tab – allows you to select only the reports required by the user.
Day report: During a day the following key figures are displayed in three sections:
By employees: Displays sales for the specified date range with the possibility to filter by establishment.
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 – sales for the period in the context of types of payments with the possibility of filtering through the institution. In addition to the date (day) of the reporting period, in the calendar parameters, you can determine the time range of sales
Columns: Payment type, Sold quantity, Sold amount, Average check.
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 institution: Quantity Amount (sold), Total (for all institutions) Quantity Amount (sold)
Options:
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.
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).
Products stocks movements: Displays products stocks in the warehouses for the specified date range with the possibility to filter by Storehouses, Categories and Type of goods.
The report have mode the Do not show zero positions
Reports lines are highlighted in red if product’s stock in the warehouse is less than an authorized minimum level (column min.stock).
In the production mode of public catering, when you click on the product line, the report displays the document numbers according to which the goods moved. If the product is an ingredient, then the products in which it is included are shown.
Cost card report – information about ingredients cost the product is made of.
Suppliers settlements – the history of mutual settlements with the supplier for the purchased goods.
Columns: Supplier, Balance at the beginning of the period, Delivery, Outgoing payments, Balance at the end of the period
In order for the uploaded file with the details (the list of receipts and payments), it is necessary:
After the program unloads the file on your computer, it can be opened in a spreadsheet editor.
Vertical – cost of goods sold
According horizontals – the days of the reporting period.
The report has two modes:
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.
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.
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
Report by bonus points displays information for the specified date range.
It contains the following columns: Name and Surname, card number, received bonus points, spent bonus points, order number.
Consolidated report by discounts for a specified date range with filtering by establishment.
It contains the following columns: Discount (designation), percent of a discount, discount amount.
Detailed report by discounts displays information for a specified date range and allows to filter by establishment.
Columns: Order number, Order status (Open/Closed), Establishment, Created by (waiter, salesperson), Guest, Discount (designation), percent of a discount, discount amount, order amount.
will show you quickly the amount and date of the debt to be paid by the customer
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.
Pay slip – all information for salary accounting
Report Options:
Columns:
Sales by rooms and tables of the restaurant – shows the number of guests sales volumes for the period in the context of the halls and tables of the restaurant.
The Flag of Tables allows you to set or cancel the output of indicators in the section of tables.
A product category offers an additional possibility to group products on your own.
If you allocate your products to categories, the report will generate lines according to them (Reports\Sales per products\Report type: By products categories).
For example, the report has generated a line where Products column value is equal to Dishes for breakfast, so this line will include all sales of Scrambled eggs, Salad, Tea from different products groups.
Example
Let’s suppose that you need to estimate the efficiency of dishes selling that are made for breakfast and lunch.
So, we offer:
Scrambled eggs, Salad and Coffee for breakfast
Soup, Petty cake and Compot for lunch
Step 1. Create the appropriate groups of products for Dishes for breakfast and Dishes for lunch using the Create button in the Administration panel: Products\Products categories. In the Name field, input your category designation “Dishes for breakfast”. Tap the Save button to save your new category in the database. Proceed in the same way to create a new category for Dishes for lunch.
Step 2. Assign each dish to its category. To do this, go to the Administration panel: Products\Products and dishes find the Scrammbled eggs dish and tap the Modify button. The product card will be opened. In this product card, go to the Categories tab and set the Product category field to Dishes for breakfast. Proceed in the same way for other dishes, in our case it’s Salad, Coffee, Soup, Petty cake and Compot.
Step.3 Produce a report in the Administration panel\Reports\Sales by products.
In the fields, specify the following:
«Start date» «End date», these fields are intended to indicate the desired selling period.
«Report type», in this field we specify By products categories.
Administration panel \ Reports \Logging \ suspicious actions
The report displays information in the columns: Order number, Date (and time of action), Action, Comment, Created (User), Institution
with the following user actions:
Work shift report
Designed to control cash discipline, help avoid erroneous operations and abuse of personnel
Salary calculation
Information for the calculation of wages
Report parameters:
A stock balance in the warehouse can be defined in the Administration panel:
Z-report is a special type of receipt printed on a cash drawer. It contains information of a day report. After running the End day function, the cash register will automatically reset its internal storage memory and all data will be saved and feed into the cash register fiscal memory. This report allows balancing cash drawers every day. Besides, the Payment transactions register is completed on the basis of this report. Thus following a consistent set of closing procedures (including printing and gluing your Z-report in the appropriate section of the Payment transactions register) is essential to protect your establishment assets and avoid financial penalties for late capitalization of cash in your cash drawers.
When and haw many Z reports should be printed?
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