-
Payment Transactions Report (run from Touch Admin) - provides a breakdown of transactions by payment type, POS locations, and date range.
-
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 Usage 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 all ticket line items where the tickets have been paid and closed out, and is sortable by POS location and categories.
-
Taxes Report (run from Touch Admin)- provides an output of all taxes and their associated 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 Snapshot 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.
-
Monthly Meal Plan Balance Report - for Calendar Month Meal Plans Only (run from Touch Admin) - provides starting and remaining balance for monthly period meal plans (that begin on the 1st of the month), including transaction amounts per meal service.
-
Gift Card Balance Report (run from Touch Admin)- provides the current balance of all issued gift cards.
-
Menu Item Summary Report (run from Touch Admin) - provides a quick summary of ordered items for cooks to know what are their top-selling items are so that they can be better prepared.
- Appointments Report (run from Touch Admin) - for a POS service location, this report displays date and time of future and past appointments, the resident receiving the service, the scheduled staff providing the service, service type, and pricing and payment details,
POS Payment Transactions Report
The POS Payment Transactions Report provides a breakdown of transactions by POS locations and date range. To run the POS Payment Transactions Report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Payment Transactions report, click its View link. The Payment Transaction Report screen appears.
- Define the report's criteria via the following filters:
- POS Locations
- Start Date and End Date
- Click the Filter button. The screen refreshes with the results. Note that refund payments are shown as a negative value.
- 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 amount. To run the POS Bill to Room Report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Bill to Room report, click its View link. The Bill to Room Report screen appears.
- Define the report's criteria via the following filters:
- Start Date and End Date
- Click the Filter button. The screen refreshes with the results.
- 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:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Meal Plan Transactions Report, click its View link. The Meal Plan Transactions screen appears.
- Define the report's criteria via the following filters:
- Start Date and End Date
- POS Locations
- Meal Plans
- Diner Type (Residents or Staff)
- Click the Filter button. The screen refreshes with the results.
- 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 Usage Report
The POS Department Charge Account Usage Report provides an output of all department charge account transactions and their associated diner. To run the Department Charge Account Usage Report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Department Charge Account Usage report, click its View link. The Department Charge Account Usage Report screen appears.
- Define the report's criteria via the following filters:
- Start Date and End Date
- Click the Filter button. The screen refreshes with the results.
- 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, and is sortable by POS location and categories. To run the POS Sales Activity Report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Sales Activity report, click its View link. The Sales Report screen appears.
- Define the report's criteria via the following filters:
- Start Date and End Date
- Only Show Refunds
- POS Locations
- Categories
- Click the Filter button. The screen refreshes with the results.
- 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:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Taxes report, click its View link. The Taxes Report screen appears.
- Define the report's criteria via the following filters:
- POS Locations
- Start Date and End Date
- Hide $0 Taxes
- Click the Filter button. The screen refreshes with the results.
- 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, includes the operator and approving operator. To run the POS Discount Report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Discount Report, click its View link. The Discount Report screen appears.
- Define the report's criteria via the following filters:
- Start Date and End Date
- Click the Filter button. The screen refreshes with the results.
- 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:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Void Report, click its View link. The Void Report screen appears.
- Define the report's criteria via the following filters:
- Start Date and End Date
- Click the Filter button. The screen refreshes with the results.
POS Gift Card Balance Report
The POS Gift Card Balance Report provides the current balance of all issued gift cards. To run the POS Gift Card Balance Report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- 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 Meal Plan Balance Snapshot Report
The POS Meal Plan Balance Snapshot Report provides a snapshot of a diner's meal plan balance for any calendar day, including the last reload date and reload amount.
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Meal Plan Balance Snapshot Report, click its View link. The Meal Plan Balance by Date screen appears.
- Define the report's criteria via the following filters:
- Start Date
- Meal Plan Policy
- Click the View button. The screen refreshes with the results of each diner who meets the selected criteria.
- To view the meal plan transaction activity of a diner, click its View Activity button.
- 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.
Monthly Meal Plan Balance Report - for Calendar Month Meal Plans Only
The POS Meal Plan Balance report is for calendar month meal plans only (that begin on the 1st of the month). The report outputs the following for a diner's meal plan for a selected calendar month:
- Initial balance on the first of the selected month.
- Used amount for the selected month.
- Remaining balance at end of the selected month.
- Daily transaction amounts per meal service (breakfast, lunch, dinner) for the selected month.
Because the report captures data for a calendar month, it will only be accurate for diners who have been assigned a meal plan before the first of the month that you select in the report. If the diner starts their meal plan after the first of the month that you select in the report, their data will not be accurate.
Generating Report for Multiple Diners - To run the Monthly Meal Plan Balance report for multiple diners, complete the following steps:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Monthly Meal Plan Balance report, click its View link. The Monthly Meal Plan Balance screen appears,
- Define the report's criteria via the following filters:
- Month
- Year
- POS Location
- Meal Plan Policy - select the monthly meal plan.
- Diner Category
- Click the View button. The screen refreshes with the results of all diners.
Note: If the resident starts their meal plan after the first of the month that is selected in the Month field, the data that the report outputs will not be accurate. - 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. Note that because the report captures data for a calendar month, it will only be accurate for diners who have been assigned a meal plan before the first of the month that you select in the report. If the diner starts their meal plan after the first of the month that you select in the report, their data will not be accurate.
To generate a report for an individual diner, complete following steps:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Monthly Meal Plan Balance report, click its View link. The Monthly Meal Plan Balance screen appears,
- Click the Individual Report button. The Individual Meal Plan Support pop-up appears.
- Select the month and year from the Month and Year fields respectively.
- Select the check box of each individual you want to generate a report for.
- At the bottom of the pop-up, click OK. A folder is downloaded containing an Excel file for each selected diner.
POS Gift Card Balance Report
The Gift Card Balance report provides the current of all issued gift cards. To run the Gift Card Balance report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Gift Card Balance report, click its View link. The Gift Card Balance Report screen appears listing the issued gift cards and their available balances.
POS Menu Item Summary Report
The POS Menu Item Summary report provides a quick summary of ordered items for cooks to know what their top-selling items are so that they can be better prepared. To run the POS Menu Item Summary report:
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Menu Item Summary report, click its View link. The Menu Item Summary Report screen appears.
- Define the report's criteria via the following filters:
- Start Date and End Date
- Diner Category
- POS Locations
- Meal Period
- Category
- Click the Filter button. The screen refreshes with the results.
- 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 for a POS service location and displays the date and time of future and past appointments, the resident receiving the service, the scheduled staff providing the service, service type, and pricing and payment details.
- In the Reports section, select Point of Sale. The POS Reports screen appears, listing the available POS reports.
- For the Appointments report, click its View link. The Appointments Report screen appears.
- Define the report's criteria via the following filters:
- POS Locations
- Start Date and End Date
- Show Unpaid Appointments
- Click the Filter button. The screen refreshes with the results.
- 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.