Sales Reports
- J C (Unlicensed)
- Douglas Chow
- Former user (Deleted)
Net Sales reports have been designed so that sales figures can be viewed in a variety of ways as per business requirements.
- Summary
- By Group, Category, Menu Items, Options or in combinations
- By Days, Time Periods
- By Top Menu Items Sold
- By Tables or Terminals or Customers
Additional Sales Reports:
- By VAT Inclusive
- By Terminal Interval
Sales Reports filtered by:
- List By Employees
- List By Customers
- List By Terminals
- List By Store
Usage
For general information on how to use reports – please see:
Basic Sales Report Example
The following are examples of the some of the main net sales reports:
Sales Summary Report
Columns | Definition |
|---|---|
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Percentage Summary
Columns | Definition |
|---|---|
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Sales Overview
Rows | Definition |
|---|---|
Gross | Gross sales are the sum of all sales during a time period. (Does not include Taxes) |
Void Amt | Dollar Value of items Voided, Which Reduce Gross Sales |
Discount | Bill and Item Discounts given, Which Reduce Gross Sales |
Price Levels Adj | The Adjustment to the Gross Sales from the effect of Applied Price Levels |
Refunds | Dollar Value of items Refund, Which Reduce Gross Sales |
NET SALES TOTAL | Sales Transactions after Voids, Removes and Discounts |
Tax Total | The Total of all taxes collected. |
NET SALES & TAXES | Calculated amount of Net Sales Total + Tax Total Rows |
Service Charges | Total of Collected Service Fee Charges (also known as Gratuity) |
Tips | Total of Collected Tips (Cash, Credit, Debit ...) |
Total | Calculated amount of Net Sales & Taxes - Tips and Gratuity |
Grouped By Groups
Columns | Definition |
|---|---|
Groups | Groups as defined in Menu Setup |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped By Category
Columns | Definition |
|---|---|
Category | Category as defined in Menu Setup |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped By Menu Item
Columns | Definition |
|---|---|
Menu Item | Menu Items as defined in Menu Setup |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped By Category and Groups
Columns | Definition |
|---|---|
Group | Group as defined in Menu Setup |
Category | Category as defined in Menu Setup |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Sales Summary Grouped By Category and Menu Items
Columns | Definition |
|---|---|
Category | Category as defined in Menu Setup |
Menu Item | Menu Items as defined in Menu Setup |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped By Group, Category and Menu Item
Columns | Definition |
|---|---|
Group | Groups as defined in Menu Setup |
Category | Category as defined in Menu Setup |
Menu Item | Menu Items as defined in Menu Setup |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped by Price Levels
Net sales of items that sold using price levels. For more information on price levels – see Menu Setup - Price Levels.
Columns | Definition |
|---|---|
Price Level | As defined in Price Level Setup |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped By Day of the Week
Net sales of items per day of the week. For an accurate view of information start the time parameter on the Monday and run for the week.
Columns | Definition |
|---|---|
DaysofWeek | Report always starts on a Monday |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped by Table, Group and Category
Grouped By PC (Profit Centres)
Net sales grouped by profit centres. Profit centres are defined or grouped areas that have been created for specific business purposes. For example, a business would like to be able to run reports for bar area vs. dinning room area or bar staff vs. waitstaff. For more information on how to setup profit centres – please see – Reporting User Guide - Profit Centres
Columns | Definition |
|---|---|
PCFilter | Profit Centre Filter as setup by business |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Grouped By MI (Menu Item Filter)
Net sales grouped by menu item filters. Menu Item Filters are defined or grouped areas of menu items that have been created for specific business purposes. For example, a business would like to be track specific menu items and not the entire list of menu items. For more information on how to setup profit centres – please see – Reporting User Guide - Menu Item Filter
Columns | Definition |
|---|---|
MIFilter | Menu Item Filter as setup by business |
Gross | Gross sales are the sum of all sales during a time period. |
VoidQty | Number of items Voided |
Void Amt | Dollar Value of items Voided |
Refund Qty | Number of items Refunded |
Refund Amt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of Optional Items |
Discount | Discounts given |
Tax | Taxes Collected |
NetQty | Number of items ordered after voids, refunds, discounts etc. |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Stores vs Day of the Week Summary
Options Grouped by Categories and Menu Items
This report provides details on Option Items sold, sorted by the Category and the Menu Item itself.
Items in these reports will be arranged by their Category, and then for all instances of a Menu Item sold within that Category.
Sales Report Summary Options Grouped by Categories and Menu Items
Generating the Report
To generate the report from the reports module, navigate to My Reports > Sales > Options Grouped by Categories and Menu Items
Reports Module Screen
After entering in the appropriate criteria, select Generate to produce the report for the given criteria.
For additional customization of the Report, users can navigate to the Additional Options tab.
Constraints for this Report Type are as follows:
- Quantity must be greater than 0
Additional Options > Data Customization
Top 25 Menu Item Sold
Top 25 Menu Item sold during the time period selected.
Columns | Definition |
|---|---|
Menu Item | Menu Items + PLU numbers as defined in Menu Setup |
NetQty | Net Quantity Sold during time period |
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Item Counts Summary of Grouped Menu Items
Number of menu items sold during a specified time period displaying both the quantity and units sold as defined in menu items.
- Quantity – actual number of times the items was selected on a POS Terminal
- Unit – as defined per menu item and by default is set to 1.
For example selling 1 x 6-pack of pop – the quantity would be set to 1 whereas the unit number per quantity could be defined as 6.
Columns | Definition |
|---|---|
Menu Item | Menu Items as defined in Menu Setup |
VoidQty | Quantity of items Voided |
RefundQty | Quantity of items Refunded |
SalesQty | Quantity of items Sold |
VoidUnit | Units per quantity of items Voided |
RefundUnit | Units per quantity of items Refunded |
SalesUnit | Units per quantity of items Sold |
Gross plus Taxes (With Removed Items)
Gross sales displayed with taxes included.
Columns | Definition |
|---|---|
Net Sales | Sales Transactions after Voids, Removes and Discounts |
Void Amt | Dollar Value of items Voided |
RefundAmt | Dollar Value of items Refunded |
OptionAmt | Dollar Value of optional items sold |
Discount | Discounts given |
Gross | Gross sales are the sum of all sales during a time period. |
Approx. Tax |
|
Approx. Total |
By VAT Inclusive
VAT Inclusive
This report details sales at a store, including Value-Added Taxes (VAT). A column for sales without VAT applied ("VAT Exclusive") is also provided.
Users may also choose to include additional parameters to the VAT Inclusive List reports:
By Category, Price Level
By Group, Price Level
By Group, VAT Tax Type
By VAT Tax Type
By Time Intervals
Lists sales by time intervals - 10 min, 15 min, 30 min, hourly, daily, weekly, monthly, yearly
10 Min Intervals Report Example
Hourly Intervals Report Example
Daily Intervals Report Example
Weekly Intervals Report Example
List Report Examples
Filtered list reports are the same basic sales reports but are filtered and listed per employees, customers, terminals or stores.
List By Employees Report Examples
Default vs List by Employee:
List By Customers Report Examples
Default vs List by Employee:
List By Terminals Report Examples
Default vs List by Employee:
List By Stores Report Examples
Used in enterprise reporting to represent store by store sales.
Advanced Options
With Reports V2 there are many advanced options that can easily be used to implemented to add an extra dimension to reports.
Modify Row Order
Change a report so that an alternative parameter is used for descending / ascending order. In this example the report is viewed in descending order based on Gross Sales. For more information on row ordering – Reporting User Guide - Column Management.
Adding Columns
Add another column to a sales report – for more information please see Reports V2
ID Column
Add the following ID Columns into a report using the following formula
- Group ID : [GroupID]
- Category ID : [CategoryID]
- Menu Item ID : [MenuItemID]
Net Sales % Column
Add the following NetSales% Column into a report using the following formula
- [Net Sales] / sum[Net Sales] * ["100"]
Show Options as Separate Entry as Item
Change the default sales reports to show options items as line items rather than automatically added into the associated sales price of the menu item. For more information on Show Options as Separate Entry as Item – Reports V2
Default Sales Report: 
Options as Separate Entry Sales Report: 
Related Articles
See Also: