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POS Detailed Reports

Kevin U
  • Updated

Summary of POS Detailed Reports

The following POS detailed reports reports are available to run. Note that all reports but the Diner Facing Statement are run from the Core system. The Diner Facing Statement is run from the Touch Admin software. 

  • 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. This report will list items not fired to the kitchen (i.e., did not require preparation). 
     
  • Diner Facing Statement - a printable statement or Excel® workbook for one or more diners with their meal plan transaction and bill-to-room transactions. 
     
  • Bill-to-Room Transaction Report - 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 - provides an output of all department charge account transactions and their associated diner.
     
  • Sales Activity Report - provides an output of all ticket line items where the tickets have been paid and closed out, with an option to also include tickets that have been paid but are still open (including future to-go orders). There is also an option to have the report display refund transactions. 
     
  • Tax Report - provides an output of all taxes per line item, and their associated tax amount.
     
  • Discount Report - provides an output of each use of discounts and their impact to total sales revenues, includes the operator and approving operator.
     
  • Void Report - captures items that were voided after having been fired to the kitchen. Note: The Void report does not capture refunded transactions. 
     
  • Meal Plan Balance by Date - 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 - 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 - provides the current balance of all outstanding gift cards.
     
  • Menu Item Summary Report - provides an output of all menu items which have been fired to a KMS; is sortable by category and location.
     
  • Appointments Report - 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Payment Transactions 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. 

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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Bill to Room Transactions 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Meal Plan Transactions Report 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. Note that this report will also list items not fired to the kitchen (i.e., did not require preparation). To run the Department Charge Account Transactions Report:

  1. In the Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Department Charge Account Transactions report 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, with an option to also include tickets that have been paid but are still open (including future to-go orders). There is also an option to have the report display refund transactions. The report is sortable by POS location and categories. To run the POS Sales Activity Report:

  1. In the Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Sales Activity Report Link. The Sales Activity Report screen appears. 
  3. Define the report's criteria via the following filters:
    1. Start Date and End Date
    2. Only Show Refunds
    3. Include paid tickets that are still open (including future to-go orders)
    4. POS Locations
    5. 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 Tax Report

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

  1. In the Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Tax Report 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Discount Report 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 Void report captures items that were voided after having been fired to the kitchen. Note: The Void report does not capture refunded transactions. 

  1. In the Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Void Report 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. Note that the Operator Name is the POS operator who initiated the void and not the POS operator who approved the void.

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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Meal Plan Balance by Date Report 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Meal Plan Spending Breakdown link. The Meal Spending Breakdown 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Meal Plan Spending Breakdown 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Gift Card Balance Report 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Menu Item Summary Report 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 Core system, from the left navigation sidebar, select Point of Sale > Detailed Reports. The POS Detailed Report screen appears. 
  2. Click the Appointments Report 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.