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About the POS Dashboard (aka POS Reports v2.0)

Kevin U
  • Updated

About the POS Dashboard (aka POS Reports v2.0)

The POS Dashboard offers the dining service management a comprehensive view of financial and operational analytics. It consolidates sales, payments, diner and order counts, financial and audit data into near real-time reports, enabling data-driven decisions, at-a-glance information and detailed daily financial operations reporting.

The reporting integrates data from all POS products (dining room location, quick service location, self-service, service location, and the Portal app) and presents information through graphics, charts, and detailed reports.

Filters

Reports and metrics can be filtered by the following:

  • Date
  • Location
  • Staff
  • Meal Period
  • Diner Type
  • Order ID
  • Order Source
  • Delivery Type

Reports

The following reports are available via tabs at the top of the screen:

Exporting a Report

Any given report can be printed as a PDF via the Export tab as PDF in top right corner. 

export_PDF2.png

The visual representation of the tab is generated as the PDF document.

export_PDF.png

Accessing POS Dashboard via Touch Admin

The POS Dashboard can be accessed from Touch Admin by selecting POS Dashboard from the left menu.

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Note: The POS Dashboard must be enabled in your account for your to access. If you do not see POS Dashboard from the left menu, please reach out to MealSuite Support to enable. If you are MealSuite Support, you can access POS Reports Version 2.0 for a client by selecting the Enable New POS Reports Beta Program check box in Account Settings.

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Accessing POS Dashboard via POS Manager

The POS Dashboard can be accessed from the POS front-end via the POS Manager module by selecting the Reporting option.

POS_manager_reporting.png

Note: The ability to access the POS Dashboard from POS Manager must be enabled in your account. If you do not see the Reporting option in POS Manager, please reach out to MealSuite Support to enable. If you are MealSuite Support, you can enable POS Dashboard in POS Manager for a client by selecting the Enable New POS Reports Beta Program (POS Manager) check box in Account Settings.

enable_reports_POS_manager.png

Glossary of Terms

  • Card Brand: The credit card brand used for payment (Visa, MasterCard, American Express, etc.).
  • Gross Sales: Total revenue before deductions such as discounts, taxes, and vouchers.
  • MP Type: Defines the type of meal plan:
    • Points: Meal plan based on a point allocation system.
    • Declining Balance: Cash-equivalent balance that declines with each purchase, subject to a limit.
    • Unlimited: Cash-equivalent balance with no spending limit.
  • Net Sales: Actual sales after applying discounts, but before taxes.
  • Non-MP Settlement: Payment made outside of the meal plan, often charged to a customer’s room.
  • Ticket Type: Describes the nature of a transaction:
    • Sale: A standard sales transaction.
    • Refund: A transaction where money is returned to the customer.