- About POS Summary Reports
- Filtering Results for a POS Summary Report
- Sales and Payment Summary Reports
- Sales Details Reports
- Payment Details Reports
- Service Details Reports
- Daily Financials Reports
- Downloading a POS Summary Report
About POS Summary Reports
A wide variety of POS summary reports are available from the Core system that offer a comprehensive view of POS financial and operational analytics for dining room management.
The POS summary reports are accessed by selecting Point of Sale > Summary Reports from the left navigation sidebar in the Core system, and then selecting the appropriate reporting tab (screenshot below).
Note: POS summary reports are also available from a POS station via the POS Manager module. See POS - Dashboard Screen & Reports (via the POS Manager Module).
Filtering Results on Summary Reports
From the top of the screen, open the Filters tool and use the following filters are available to determine what is displayed on a POS summary report:
- Start Date and End Date
- Location - filter by POS locations.
- Staff - filter by specific staff names
- Meal Period - Breakfast, Lunch Dinner
- Diner Type -Resident, Staff, Guest
- Ticket ID
- Order Source - Portal, POS, POS Takeout, API
- Delivery Type - Delivery, To Room, To Go, Pick Up, To Table
Sales and Payment Summary Reports
The Sales and Payment Summary reports are as follows:
- Summary Sales and Refunds
- Payments by Tender
- Discounts Staff
- Sales by Meal Period
- Meal Plan Activity by Type
- Sales and Refunds by Diner
Sales Summary Reports
The Sales Summary reports are as follows:
- Sales by Menu Item (Product Mix)
- Menu Category Mix %
- Menu Item Mix %
- Menu Item Sales by Diner
- Average Order by Staff
- Net Sales by Ticket Source
- Net Sales by Ticket Type
- Menu Items Ordered by Diner Type
- Entrees by Meal Period
Payments Summary Reports
The Payments Summary reports are as follows:
- Payment by Diner and Non-Meal Plan Tender
- Meal Plan Use by Plan Type and Diner
- Meal Plan Activity by Tender Type
- Refunds Summary by Payment Type
- Meal Plan Refunds by Tender Type and Diner
- Department Charges by Diner
- Bill to Room Transaction Summary by Diner
Service Summary Reports
The Service Summary reports are as follows:
- Tickets by Day of Week and Hour
- Tickets per Meal Period by Diner Type
- Average Ticket per Meal by Hour and Staff
- Average Time in Minutes to Close by Staff
- Average Time in Minutes to pay by Location and Date
- Average Time in Minutes to Pay by Fulfillment
Daily Financials Reports
The Daily Financial reports are as follows:
- Sales Summary by Date
- Payment (Non-Meal Plan) Summary
- Meal Plan Summary
- Void Summary
- Discount Summary
- Refund Summary
- Gift Cards Purchased
- Cash Transaction
- Sales Tax Summary by Name and Rate
- Bill to Room Summary
- Dept. Charge Account Policy
Downloading a POS Summary Report
A POS summary report can be downloaded as an Excel® file. To do so, complete the following steps:
- For the report whose data you want to download, click the ellipsis at the top right corner and click Export.
- Click Download to the confirmation message that appears.
- The file is downloaded.