Skip to main content

POS Reports run from the Touch Admin Software

Kevin U
  • Updated
  • Payment Transactions Report (run from Touch Admin) - provides a breakdown of each payment transaction by all tender types (and can include meal plan transactions) and the amount paid. Includes refund payments as a negative value.

  • Diner Facing Statement - a printable statement of Excel workbook for one or more diners with their meal plan transaction and bill-to-room transactions. 

  • Bill to Room Transaction Report (run from Touch Admin) - provides an output of all bill-to-room transactions and their associated amounts.

  • Meal Plan Transactions Report - provides a breakdown of each meal plan transaction and the amount (or points) debited.

  • Department Charge Account Transactions Report (run from Touch Admin) - provides an output of all department charge account transactions and their associated diner.

  • Sales Activity Report (run from Touch Admin) - provides an output of ticket line items where the tickets have been paid and closed out. This includes delivery and pickup orders placed on the POS To Go Orders screen and the resident Portal app. The report is sortable by POS location and categories.

  • Taxes Report (run from Touch Admin) - provides an output of all taxes per line item, and their associated tax amount.

  • Discount Report (run from Touch Admin) - provides an output of each use of discounts and their impact to total sales revenues, includes the operator and approving operator.

  • Void Report (run from Touch Admin) - provides a detailed output of each voided transaction, operator and approving operator.

  • Meal Plan Balance by Date Report (run from Touch Admin) - a snapshot of a diner's meal plan balance for any calendar day, including the last reload date and reload amount.

  • Meal Plan Spending Breakdown (run from Touch Admin) - provides a daily summary of a diner's meal plan spending by meal (Breakfast, Lunch, and Dinner), with totals for each day across a selected date range.

  • Gift Card Balance Report (run from Touch Admin) - provides the current balance of all outstanding gift cards.

  • Menu Item Summary Report (run from Touch Admin) - provides an output of all menu items which have been fired to a KMS; is sortable by category and location.

  • Appointments Report (run from Touch Admin) - a basic appointments report to review upcoming appointments and past appointments, paid and unpaid appointments, including pricing for that service, and who the client is for the appointment, as well as who’s Schedule the service is booked for.

POS Payment Transactions Report

The POS Payment Transactions Report provides a breakdown of each payment transaction by all tender types (and can include meal plan transactions) and the amount paid. Includes refund payments as a negative value. To run the POS Payment Transactions Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Payment Transactions report, click its View link. The Payment Transaction Report screen appears. 
  3. Define the report's criteria via the following filters:
    • POS Locations
    • Start Date and End Date
    • If you want to include meal plan transactions, select the Include Meal Plan Transactions check box.
  4. Click the Filter button. The screen refreshes with the results. Note that refund payments are shown as a negative value.
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

Diner Facing Statement

The POS Diner Facing Statement is a printable statement of Excel workbook for one or more diners with their meal plan transaction and bill-to-room transactions. To run the Diner Facing Statement:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Diner Facing Statement report, click its Generate Statement Package link. The Generate Statement Package screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date and End Date
    • Format - Printable Page (opens a screen with the transactions) or Excel Workbook (downloads Excel file of the transactions). 
  4. Select the diners whose statement packages  you want to generate. 
  5. Click the Generate Report button to generate the report in the selected format. 

POS Bill to Room Transactions Report

The POS Bill to Room Report provides an output of all bill-to-room transactions and their associated amounts. To run the POS Bill to Room Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Bill to Room report, click its View link. The Bill to Room Report screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date and End Date
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

POS Meal Plan Transactions Report

The POS Meal Plan Transactions Report provides a breakdown of each meal plan transaction and the amount (or points) debited. To run the POS Meal Plan Transactions report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Meal Plan Transactions Report, click its View link. The Meal Plan Transactions screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date and End Date
    • POS Locations
    • Meal Plans
    • Diner Type (Residents or Staff)
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

POS Department Charge Account Transactions Report

The POS Department Charge Account Transactions Report provides an output of all department charge account transactions and their associated diner. To run the Department Charge Account Transactions Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Department Charge Account Transactions report, click its View link. The Department Charge Account Usage Report screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date and End Date
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

POS Sales Activity Report

The POS Sales Activity Report provides an output of all ticket line items where the tickets have been paid and closed out. This includes delivery and pickup orders placed on the POS To Go Orders screen and the resident Portal app. The report is sortable by POS location and categories. To run the POS Sales Activity Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Sales Activity report, click its View link. The Sales Report screen appears. 
  3. Define the report's criteria via the following filters:
    1. Start Date and End Date
    2. Only Show Refunds
    3. POS Locations
    4. Categories
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

POS Taxes Report

The POS Taxes Report provides an output of all taxes and their associated amount. To run the POS Taxes Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Taxes report, click its View link. The Taxes Report screen appears. 
  3. Define the report's criteria via the following filters:
    • POS Locations
    • Start Date and End Date
    • Hide $0 Taxes
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

POS Discount Report

The POS Discount Report provides an output of each use of discounts and their impact to total sales revenues, including the operator and approving operator. To run the POS Discount Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Discount Report, click its View link. The Discount Report screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date and End Date
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so.

POS Void Report

The POS Void Report provides a detailed output of each voided transaction, operator and approving operator. To run the POS Void Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Void Report, click its View link. The Void Report screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date and End Date
  4. Click the Filter button. The screen refreshes with the results. 

POS Meal Plan Balance by Date Report

The POS Meal Plan Balance by Date Report provides a snapshot of a diner's meal plan balance for any calendar day, including the last reload date and reload amount.

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Meal Plan Balance by Date Report, click its View link. The Meal Plan Balance by Date screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date 
    • Meal Plan Policy 
  4. Click the View button. The screen refreshes with the results of each diner who meets the selected criteria. 
  5. To view the meal plan transaction activity of a diner, click its View Activity button. 
  6. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

Meal Plan Spending Breakdown Report

The POS Meal Plan Spending Breakdown report provides a daily summary of a diner's meal plan spending by meal (Breakfast, Lunch, and Dinner), with totals for each day across a selected date range.

Generating Report for Multiple Diners - To run the Meal Plan Spending Breakdown report for multiple diners, complete the following steps:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Monthly Meal Plan Spending Breakdown report, click its View link. The Monthly Meal Plan Balance screen appears, 
  3. Define the report's criteria via the following filters:
    • Start date
    • End date
    • POS Location
    • Meal Plan Policy - select the meal plan. 
    • Diner Category
  4. Click the View button. The screen refreshes with the results of all diners.
  5. If it is required to export the report to an Excel® file, click the Export button.

Generating Report for Individual Diners - You can generate individual reports for diners. An Excel file will be generated for each diner you select. To generate a report for an individual diner, complete following steps:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Meal Plan Spending Breakdown report report, click its View link. The Meal Plan Spending Breakdown report screen appears, 
  3. Click the Individual Report button. The Individual Meal Plan Support pop-up appears. 
  4. Select the month and year from the Start date and End date fields respectively.  
  5. Select the check box of each individual you want to generate a report for. 
  6. At the bottom of the pop-up, click OK. A compressed folder is downloaded containing an Excel file for each selected diner.

POS Gift Card Balance Report

The POS Gift Card Balance Report provides the current balance of all outstanding gift cards. To run the POS Gift Card Balance Report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Gift Card Balance report, click its View link. The Gift Card Balance Report screen appears, listing the balance of each issued gift card.

POS Menu Item Summary Report

The POS Menu Item Summary report provides an output of all menu items which have been fired to a KMS; it is sortable by category and location. Note that the POS Menu Item Summary report will also include modifiers that were added from the POS modifiers grid and also added via modifier prompts (aka forced modifiers). To run the POS Menu Item Summary report:

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Menu Item Summary report, click its View link. The Menu Item Summary Report screen appears. 
  3. Define the report's criteria via the following filters:
    • Start Date and End Date
    • Diner Category
    • POS Locations
    • Meal Period 
    • Category
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so. 

Appointments Report

The Appointments report is a basic appointments report to review upcoming appointments and past appointments, paid and unpaid appointments, including pricing for that service, and who the client is for the appointment, as well as who’s Schedule the service is booked for.

  1. In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports. 
  2. For the Appointments report, click its View link. The Appointments Report screen appears. 
  3. Define the report's criteria via the following filters:
    • POS Locations
    • Start Date and End Date
    • Show Unpaid Appointments
  4. Click the Filter button. The screen refreshes with the results. 
  5. If it is required to export the report to an Excel® file, click the Export to Excel button at top right corner of screen to do so.