Office - Interactive Reports - POS - Covers-Deletes/Voids/Discounts/Comps

Owned by Benjamin Hacker
Last updated: Oct 02, 2023
3 min read

Table of Contents

Overview

  • In this guide we will cover the Point of Sale Covers, Daily Sales, and Deletes/Voids/Discounts/Comps Reports. You will learn how to run each report and will see an example of the data that each report will produce.

Required Permissions

  • Interactive Reports

  • POS

 

Accessing the Tool

Interactive Reports gives you the ability to filter, sort, and group the data using criteria. The available criteria are specific to the information the report contains. The report functions give you the ability to customize date settings, save criteria settings, delete saved reports, and schedule an email delivery. In this section you will learn how to use the criteria and report functionality.

  1. Click on the Interactive Reports Icon from the left menu bar. 

  2. On the Report Overview page, there is a list of reporting categories to choose from, or the User can search for a topic in the top search bar. It is best to keep the topic as broad as possible. If the club wants to see POS sales search for sale.

Covers

Provides a list of Cover by Day, Month To Date, and Year to Date based on a specific date range with the ability to filter by Area Category, and Area. Group By Meal period or Area Category. Option to Use Fiscal Year for YTD. 

To run Covers, select the report from the POS Dropdown,

  1. Choose the Date.

  2. Select the Group By.

  3. Choose the Area Categories.

  4. Set the Detail Level.

  5. Choose the Area/s.

  6. Select View Report.

In this example we ran the report for 9/29 and chose to group by Meal Period and set the detail level to Meal Period for all areas. We see the Meal Period with the the Net Sales and Covers for Day, Month to Date, and Year to Date.

Daily Sales

Provides a list of Gross Sales, Discounts, Net Sales, Covers, Sales per Cover, Service Charge, Gratuity, and Hours Worked within a given date range. Filter by Area, Item Group, and Server. Select a Summary Type of F&B, Retail, or Tickets. Option to Include Gratuity and Include Hours Worked. 

To run Daily Sales, select the report from the POS Dropdown,

  1. Select the Date Range.

  2. Choose the Item Groups.

  3. Choose the Summary Type.

  4. Select the Server/s if only running for specific employees.

  5. Set the Detail Level.

  6. Choose the Area/s.

  7. Select View Report.

In this example we chose to run the report for one day with a Summary Type of Tickets. We set the Detail Level to be Area and are showing all Areas. We see the Name of the Meal Period, the Area, the Gross Sales, Discounts, Net Sales, Ticket Count, Sales Per Ticket, Hours Worked. Drilling down further would have produced server information if needed.

Deletes/Voids/Discounts/Comps

Provides a list of any changes made to a ticket to reduce the price on items within a date range. Choose a Type from All, Comped, Deleted, Discounted, and/or Voided. Filter by Area, Employee, and Reason Code. Group by Type, Reason Code, Employee, or Area.

To run Deletes/Voids/Discounts/Comps, select the report from the POS Dropdown,

  1. Set the Date Range.

  2. Choose the Area/s.

  3. Set the Detail Level.

  4. Choose the Employee/s to report on.

  5. Set the Group By.

  6. Choose the Types.

  7. Choose the Reason Codes.

  8. Select View Report.

In this example we ran the report For the month of September and chose the detail level of Item so that the report runs fully expanded. We see the Ticket and the Items on the ticket, The Area, Created By, Action By, Member, Time Performed, and the Amount of the action.

Best Practices

FAQs