Reports
Account Balance Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Account Balance. The Account Balance page displays the store’s Account Balances. Select a Date (calendar view). Only 1 date can be selected at a time. ...
Audit Log Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Audit Log. The Audit Log page displays information about Employee’s Attendance. Filter by Source, Event, and Time Period then click Apply. Source: ...
Batch Report (Credit Card Settlement)
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Batch. The Batch page displays Batch Report activity based on the following selections: Node: Select from the list of registered POS Nodes (one or ...
Comparison Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Comparison Report. The Comparison Report displays a comparison between two or more (click Compare Time to add more filters, up to a total of 4) ...
Customer Preference Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Customer Preference. The Customer Preference report page displays a customer's ordering activity. Filter by the following along withTime Period. ...
Daily Summary Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Daily Summary. The Daily Summary page appears. The Daily Summary page displays a table that contains sales revenue information, broken down by Date, ...
Daily Tender Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Daily Tender. Select aTime Period from the dropdown: Today – The report will run based on Today’s store business date. Yesterday – The report will run ...
Discounts Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Discount. Sales Created By Window – When a Sales Created By value is clicked, a new window opens: Upon clicking the Sale Created By employee, it ...
Employee Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Employee. The Employee report page displays a comprehensive set of data on your staff, with tabs for: Attendance Role Based Payroll Labor Labor By Job ...
Feedback Report
Sign into the Back Office and select a Store. On the left-side Navigation Panel, click Reports then Feedback. The Feedback Report page contains a table with the following columns: Question – What question was asked of the customer. Answer Logo – The ...
Fiscal List Zatca Report
Displays high-level details about Check activity sent to Zatca services. Select a Time Period from the dropdown then click Apply. Today – The report will run based on Today’s store business date. Yesterday – The report will run based on yesterday’s ...
Gift Card Report
Displays high-level details about Gift Card transactions. Gift Card Give X Gift Card Displays information about transactions involving Gift Cards that occur at your store. Filter by the following fields and Time Period: Card Number – Enter a Card ...
House Account Report
Allows customers to have an account with a restaurant (like a Gift Card), but functions like a credit card where there is a limit and a balance. It includes tabs for HA Activity and HA Statement to display data in a table view. HA Activity HA ...
Inventory Report
Log into the Back Office and select a Store. Under Reports > Inventory Reports. On the Inventory Reports dashboard, select a tab. Master Stock Purchased Item Consumption Log Compare Inventory Count Sheet COGS Consumption Log Count Sheet Adjust ...
Customer Membership Report
Log into the Back Office and select a Store. Select Report then Membership. The Membership report page contains the following tab options: Membership Summary Membership Statement Membership Summary Displays the details of a Customer’s activity when ...
Paid In / Paid Out Report
Select a Paid Type then Time Period. Paid Type - Select Paid In, Paid Out or All (both). Click Apply. The table with the below columns is populated: Node – The Name of the Node. Business Date – The business date of the Paid Type, displayed in the ...
Refund Report
Displays a Store's Refund activity. Select from the following fields, then Time Period. Employee: Select from the list of employees who set the till. Payment Option: Select how to filter - By Payment Name or By Payment Type. By Payment Name: The ...
Revenue Report
Displays a breakdown of the Store’s Revenue. The Revenue Center is used to organize all the different transactions at the store based on the POS Device/Node (which are defined in Revenue Center settings) and Shift (set on the Store Hours setting ...
Tax Report
Displays taxes paid based on the type of tax. Filter by Tax Per Service Type and Time Period. Click Apply. If Tax Per Service Type is disabled (unchecked), the below columns appear: Tax Name: The Name of the Tax (previously defined). Tax Percentage: ...
Till (Cash Drawer) Report
Contains information about sales generated from both Tills. Tills are mechanical or electronic machines that allow businesses to take payments. It includes tabs for Till and Cash Transaction to display data in a table view. Till Cash Transactions ...
Transaction Report
Transactions Void Transactions Transactions Select the Tender Option. If By Tender Name, select the Tender Name. If By Tender Type, select the Tender Type. Sale Close Date (same as Time Period dropdown). Transaction Date (same as Time Period ...
Void Report
Device/Node Employee Device/Node Displays voided check activity based on POS Device (Nodes): Select from the list of Nodes created under the Store. Select the Time Period. Click Apply. The below table with the following columns is populated: Node – ...
Credit Card Deposit Amount
Sign into the Back Office. Navigate to Reports —> Sale 3. Select SALE RECAP tab from the Sales Report page. 4. Set the search criteria: Sales Recap Type: Time Period Employee: All Report Type: One Page PDF Time Period: Today, Yesterday, Last N days, ...
Report Terminology
Gross sale: Gross sale = All Sale – Non-Sale Revenue All sale = Sum of All Tenders (Payment Summary minus CC Service Charge if applicable) + Gross Void + Discount + Discount tax + Void Discounts + Void Discount Tax Note: Tips/Gratuity and CC Service ...