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office:reporting:daily_report_recall [2011/01/17 09:17] markphillips |
office:reporting:daily_report_recall [2018/12/23 12:11] (current) |
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| ===== Sections ===== | ===== Sections ===== | ||
| - | [[office:reporting:daily_report_recall#Daily Reporting|Daily Reporting]]\\ | + | [[guides:general:close_day|Daily Reporting]]\\ |
| - | [[office:reporting:daily_report_recall#DReporting and Analysis - Recall Reports|DReporting and Analysis - Recall Reports]]\\ | + | [[office:reporting:daily_report_recall#Reporting and Analysis - Recall Reports|Reporting and Analysis - Recall Reports]]\\ |
| + | ====== Reporting and Analysis - Recall Reports ====== | ||
| - | ===== Daily Reporting ===== | ||
| - | |||
| - | Options to Pull Day Report: | ||
| - | |||
| - | * Close Day | ||
| - | * Thermal Report | ||
| - | |||
| - | ==== The first section includes: ==== | ||
| - | |||
| - | * 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. | ||
| - | |||
| - | {{:office:reporting:1.png|}} | ||
| - | |||
| - | === Second Section === | ||
| - | This section totals up the value of sections of transactions: | ||
| - | |||
| - | * 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 | ||
| - | * Net Sales - Sales - Tax | ||
| - | * Net Sales - Gift Card Sales - (True Net Sales) | ||
| - | |||
| - | {{:office:reporting:2.png|}} | ||
| - | |||
| - | === Third Section: === | ||
| - | * Item Type Sales | ||
| - | * Adjusted Prices, | ||
| - | * Coupons | ||
| - | * Voids | ||
| - | * Items from Daily Tracking | ||
| - | * All Item Sales | ||
| - | * Category Sales | ||
| - | |||
| - | {{:office:reporting:3.png|}} | ||
| - | |||
| - | === Reporting and Analysis - Recall Reports === | ||
| 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. | 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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