Managers tasks include actions necessary to conclude business activity. For example, at the end of a shift, each employee needs to know their tips, the chef may need to know how many specials were sold, and managers need to know the net sales.
These reports can be generated from the POS Reports page.
For Table Service and Bar operations style, you can access the POS Reports page from the home page.
For Quick Service style, access the POS reports from the Manager Functions button and then the POS Reports tab.
All reports may be either displayed on screen or printed.
Run a POS Report
- Click the appropriate report name on the POS Reports page.
- Select the filters to limit the results shown in the report (for example, View, Employee, Date, Workstation, Cash Drawer, and so on).
The example below is from the Employee Financial Report - please see available options for each type of report when clicking on it.
1 - Select Employee Name or all employees.
2 - Select time period for which to generate the report. If your selection is Custom, you will be asked to select the desired dates for the interval (2').
3 - Select the workstation (or all workstations) for which to generate the report.
4 - Select the cash drawer (or all cash drawers) for which to generate the report.
- Click Run Report.
- To print the report, click Print.
Types of reports
Here is what each of the sections below contains:
-
Financial Reports
Provides financial reporting for an employee or property, or tax summary. -
Check Reports
Provides a list of all open, closed, and future open checks (also called Autofire checks) belonging to an employee at the time the report is taken. -
Menu Item Reports
Provides sales and food cost totals for each menu item. -
Audit Reports
Provides a journal of all sales transactions by a specific employee shown in a check detail area, and by check detail area.
Financial Reports
1. Employee Financial Report
The Employee Financial Report provides financial reporting by employee. The report is based on all sales-related entries, such as checks opened, menu items ordered, and the number and amount of service charges, discounts, and tenders applied. The report also shows paid-out (pickup) and paid-in (loan) transactions. The totals reflect each employee’s activity. You can use this report to balance the server’s bank, and to track individual performance.
This report may cover all employees, or a selected employee.
2. Employee Tip Report
The Employee Tip Report summarizes the total tip activity by employee. This report provides a list of tippable sales in the form of gross receipts from Food and Beverage, charge tips, service charges, tips paid, direct and indirect tip declaration, and percent of tips to sales.
This report may cover all employees, or a selected employee. The totals reflect each employee’s tip summary for the system.
3. Property (Restaurant location) Financial Report
The Property Financial Report serves as a report card for the entire location/property. First, the report allows managers to see the property’s effectiveness in generating revenue. In addition, the report provides operational statistics, such as average turn time and average check amount, which indicate how efficiently these revenues were gained. The report also shows paid-out (pickup) and paid-in (loan) transactions.
4. Tax Summary Report
The Tax Summary Report summarizes tax collections by active tax rate for the property(location). Tax rates that are inactive (that is, those for which the Tax Rate Type field is set to 0 in the Tax Rates module) do not print on this report.
5. Future Open Check Report
If configured, the Future Open Check Report lists all checks that are scheduled for Autofire at the time the report is run. Checks appear by employee and are sorted by scheduled date and time.
This report may cover all employees, or a selected employee.
Each future check is identified by check number. Each line entry includes the date/time the check was opened, and the date/time the check is scheduled to be fired. Each line also includes the current subtotal, tax, service charges, and the total due.
6 Employee Closed Check Report
The Employee Closed Check Report lists all checks that have been closed by an employee, including reopened checks that were closed again, and checks closed as memo checks. In addition, special symbols indicate whether the check was transferred, re-opened, split, or added. This information can be used as an employee audit trail, and can be helpful if the hard copy of the check is lost.
This report lists all closed checks posted to each employee that were closed during the period covered by the report.
This report may cover all employees, or a selected employee.
7. Employee Open Check Report
The Employee Open Check Report lists all open checks belonging to an employee at the time the report is taken. If there are open checks, they must be closed (paid-in-full) prior to resetting the financial reports in order to maintain a properly balanced report. In 24-hour operations, the Carried Over and Outstanding figures need to be used to balance your report.
All open checks for the property are covered by this report.
This report may cover all employees, or a selected employee.
8. Family Group Sales Report
The Family Group Sales Report prints a detailed summary of Family Group Gross Sales, Item Discounts and Net Sales consolidated by Family Group.
Family Groups are generally thought of as more specific categories than Major Groups and often as subsets of a Major Group. For example, the Family Groups, APPETIZERS and SALADS, are subsets of the Major Group, FOOD. Likewise, Family Groups, DRAFT BEER and BOTTLE BEER, are both subsets of the Major Group, BEER.
The Family Group Sales Report provides summary information in a fixed format. This report provides four basic totals (Sales Count, Gross Sales, Item Discount, and Sales Total) for each Family Group. The end of the report provides a grand total section for all Family Groups.
9. Major Group Sales Report
The Major Group Sales Report prints a detailed summary of Major Group Gross Sales, Item Discounts and Net Sales consolidated by Major Group. Major Groups are generally thought of as more general categories than Family Groups. For example, the Major Group, FOOD, includes the Family Groups APPETIZERS and SALADS, which are both subsets of the Major Group, FOOD.
The Major Group Sales Report provides summary information in a fixed format. This report provides four basic totals for each Major Group:
- Sales Count (Sold)
- Gross Sales
- Item Discount
- Net Sales
The end of the report provides a grand total section for all Major Groups.
10. Menu Item Sales Summary Report
The Menu Item Sales Summary Report provides sales for each menu item. The report may also show each menu item total for the revenue center.
This report provides Sales Count (Sold), Gross Sales, Item Discounts, and Net Sales for each menu item definition/price. The end of the report provides a summary section for all menu items.
11. Menu Item Sales Detail Report
The Menu Item Sales Detail Report provides sales for each menu item. The report may also show each menu item total for the location.
Menu item definition totals are combined into a single record.
This report provides Sales Count (Sold), Item Discounts, and Net Sales for each menu item definition/price. The end of the report provides a summary section for all menu items.
12. Check Journal Report
The Check Journal Report provides a journal of all sales transactions on a check. The report can be taken for a selected Check Number, Period, and Time Span.
13. Employee Journal
The Employee Journal Report provides a journal of all sales transactions by a specific employee shown in a check detail area. The report can be taken for a selected Employee, Period, and Time Span.
