Sales Reports:
Balance Sheet:
Manager Menu -> Reports Menu -> Daily Sales Summary -> Balance Sheet (Located at the top) -> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Sales Recap:
Manager Menu -> Reports Menu -> Daily Sales Summary -> Sales Recap (Located at the top) -> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Misc. History:
Manager Menu -> Reports Menu -> Daily Sales Summary -> Misc. History (Located at the top) -> Select Report (Paid Outs, Tenders, Deposits, Discounts, Voids, Customer Counts, Refunds) -> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Historical Reports (Sales Summary, Departments, Category, Order Destination):
Manager Menu -> Reports Menu -> Daily Sales Summary -> History Reports (Located at the top) -> Select Report (Sales Summary, Departments, Category, Order Destination) -> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Create Your Own Report:
Manager Menu -> Reports Menu -> Menu and Menu Sales (Located in the Sales History Area, bottom right) -> Menu Item(s) by Individual (Located at the top right) -> Select your menu items you would like to track for this report, either by selecting them individually or using the “Select by Category” feature -> Where it says “Mix Name”, type in the Name for the list so you can generate this list without having to select all of the items again(Draft Beer for Draft Beers, Promotion for Promotional Beers, Domestic for Domestic and so forth). Save. Once the list is saved, you can now generate the report by using the Select Range button. There are added options to the report if you want to make it more specified by using the “Sales by Individual” or “Group Items Together”, and also by selecting a Time Period.
Time Record Reports:
Preview Time Records:
Manager Menu -> Reports Menu -> Time Keeping Reports -> Preview Time Records (Located in the 3rd column) -> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Close Time Records:
Manager Menu -> Reports Menu -> Time Keeping Reports -> Close Time Records (Located in the 3rd column )-> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Print Closed out Time Records:
Manager Menu -> Reports Menu -> Time Keeping Reports -> Print Closed Payroll Report (Located in the 3rd column) -> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Employee Payroll Summary:
Manager Menu -> Reports Menu -> Time Keeping Reports -> Employee Payroll Summary / Labor Report (Located in the 1st column) -> Select Date Range -> Run Report (Wait until Report Generates) -> Email or Print
Summary of Useful Reports
