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office:reporting:daily_report_recall [2011/01/17 09:26] markphillips |
office:reporting:daily_report_recall [2018/12/23 12:11] |
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| - | ====== Daily Reporting / Recall ====== | ||
| - | The end of day report, often called Z Report (resets the day), or X Report (running daily report of sales). Are pulled from the daily reporting screen or from the 'Reporting and Analysis' section of the CCS Office.\\ | ||
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| - | ===== Sections ===== | ||
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| - | [[office:reporting:daily_report_recall#Daily Reporting|Daily Reporting]]\\ | ||
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| - | [[office:reporting:daily_report_recall#Reporting and Analysis - Recall Reports|Reporting and Analysis - Recall Reports]]\\ | ||
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| - | ===== Daily Reporting ===== | ||
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| - | Options to Pull Day Report: | ||
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| - | * Close Day | ||
| - | * Thermal Report | ||
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| - | ==== The first section includes: ==== | ||
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| - | * Tender Type: The type of payment method used. | ||
| - | * Employee: The employee that made the sale | ||
| - | * Service: The type of sale - dine in, take out, etc. | ||
| - | * Register: The computer the sale was made on. | ||
| - | * Sales Tax: The amount of tax collected, and number of items. | ||
| - | * Non Taxable Sales: The number of non taxed items sold. | ||
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| - | {{:office:reporting:1.png|}} | ||
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| - | === Second Section === | ||
| - | This section totals up the value of sections of transactions: | ||
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| - | * Adjusted Price Differences - The changes of item prices that have occurred. | ||
| - | * Discounts - Discounts by order that have been applied. | ||
| - | * Coupons - Coupons that have been applied to orders. | ||
| - | * Gift Card Certificates Purchased. | ||
| - | * Sales Tax Collected | ||
| - | * Sales - Sales including taxes and discounts. | ||
| - | * Gross Sales - Sales Including Taxes | ||
| - | * Time Based Adjusted Pricing | ||
| - | * Net Sales - Sales - Tax | ||
| - | * Net Sales - Gift Card Sales - (True Net Sales) | ||
| - | * Employee Hours & Pay | ||
| - | * YTD and MTD | ||
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| - | {{:office:reporting:2.png|}} | ||
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| - | === Third Section: === | ||
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| - | * Item Type Sales | ||
| - | * Adjusted Prices, | ||
| - | * Coupons | ||
| - | * Voids | ||
| - | * Items from Daily Tracking | ||
| - | * All Item Sales | ||
| - | * Category Sales | ||
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| - | {{:office:reporting:3.png|}} | ||
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| - | ====== Reporting and Analysis - Recall Reports ====== | ||
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| - | Often daily reports need to be recalled. These are the end of day reports that are run by cashiers and servers. The daily totals can be retrieved by selecting a day from the Z History. Note, these are not actually days per se, they are the period of time between opening and closing the day. This is why the reports can exceed 1 AM in the morning. | ||
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| - | {{:office:reporting:dailyreportingrecall.png|}} | ||
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| - | == Printing End of Day Report: == | ||
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| - | The reports will print to the specified printer from the Main Toolbar. To print, or preview one, press the preview report, or print report option. | ||
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| - | == Printing Sales List: == | ||
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| - | Press Print Report. You will be prompted with a printer choice. This requires a 8 1/2 X 11 Printer. | ||
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| - | == Exporting Sales List: == | ||
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| - | There may be a desire or need to export daily sales to excel or spread sheet. This will export the current list to CSV on the desktop. | ||
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