Sales Reports are ran to provide a various amount of information about a Location's Sales and the aspects of Sales that are associated with it, including Server Sales, Recipes, Ticket Count and Average, and much more. With detailed charts and comparisons, a User is able to view the distinction of Sales across Locations and over periods of time.
Navigation
To access My Reports, click on the 'My Reports' Tab in the Operations module. When the main Reports screen opens, it will default to your 'Favorites', or any report that you previously starred. Hover over and click 'Sales' on the header; this will then display all of the Sales Reports.
Make one of these reports a favorite by clicking the Star icon to the left of the report name and it will be saved as a favorite in the 'Favorites' tab.
Security and Report Access
Sales Reports can be accessed by Users who have been given Report Roles by their system administrator.
If you aren't able to view these reports, it's 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
The following reports are available on the 'Sales' tab:
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.
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.
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.
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.