Sales Reports Overview

Sales Reports provide information about a location's sales and the aspects that are associated with it, including server sales, recipes, ticket counts, ticket averages, and much more. With detailed charts and comparisons, a user can view the distinction of sales across locations and over periods of time.

Navigation

1. To access My Reports, select My Reports in any module.
   The My Reports screen opens with the Favorites tab selected.

2. Select the Sales tab to view Sales reports. 

Reports that are marked as a favorite appear on the default tab of the My Reports screen. To mark a report as a favorite, select the star icon to the left of the report name.

Security and Report Access

Sales Reports can be accessed by users who have been given Report Roles by their system administrator. 

If you are not able to view these reports, it is most likely because you don't have security access. Speak with your system administrator to give you access to running or viewing these reports.

Reports

Average Gross Sales by Hour - Compares the Gross Sales by Service Types per hour over a selected period of time. This report also produces a graph along with the data, allowing for a better sense of how the data compares. Often times this report is most helpful in scheduling.

Average Gross Sales Ticket Count - Displays the transactions and guest count by day and day part, which can provide guidance in future scheduling.

Forecast Download Report - Displays the current Daily Forecast for each day in the selected date range.

Forecast Report - Displays the current Daily Forecast for each day in the selected date range along with Weekly and Period subtotals.

Menu Item Analysis - Shows the current selling price, cost, and margin for each menu item as well as the quantities sold. This report can be helpful in providing a clear idea of what items should be promoted, raised in price, marketed more, and removed.

Menu Price Analysis - Shows the cost and selling price for each Menu Item, determines a profit from those metrics, and calculates a variance and price needed to hit the target percentage based on the User supplied target percentage.

Product Mix - Shows each menu item's percent of Sales for a selected period of time.

Product Mix - Year Over Year - Lists Menu Items' current Sales Dollars against their prior year's Sales Dollars for the same days to show the year-over-year difference and help make better business decisions.

Recipe - Allows a User to view Recipe ingredients and instructions, which can be beneficial for kitchen workers or new Employees.

Sales and Prime Cost - Breaks down Sales by Sales Categories and provides specific details into Guest Counts and Variances in budgets. This allows a User to see how his/her restaurant Location's Prime Cost factors in overall Sales so that scheduling can be maximized. 

Sales Payment Analysis - Displays all of the Payment Types associated with each Payment Group. This provides a clear distinction between Payment Types so a User can see which types are used the most often.

Server Sales Analysis - Assesses the Sales of all servers at a specific restaurant Location. This report is beneficial to see which servers are under-performing and need to be reevaluated.

Weekly Sales and Labor - Provides the Total Sales for each Location by day and day part. This is an easy way to compare Locations' Sales by both day and day part to target areas where Sales aren't as strong.