Overview of xnPOS Reports

Introduction

This document details access and contents of the reports available within the Portal for XnPOS

Accessing Reports

  1. Within the Front Office Menu, there is an option for Reports
  2. Accessing this will open a Reports Tab allowing various reports to be accessed.

 

  1. On the Top of the Reports Tab there is a dropdown menu available (Titled “Report”).  Clicking on this will display the reports groupings.
  1. Floating the mouse pointer over the Grouping will display the reports available in the Grouping.  Example below:-

 

  1. Clicking on the Report name and then Clicking “Query” will bring up the report.  Reports can then be focussed by timescales or date range, and can be filtered to drill down into the information.  Clicking “Query” again will re-run the report with the new criteria.  Reports appear in a ‘Tabbed’ view so many reports can be opened at once.
  2. Reports can be navigated through using the navigation bar at the top of the report.  From here they can also be printed or exported to a variety of file formats.

Reports

Lists

Modifier List

  • This Report shows a list of the contents of Meal Groups which are set up.  It is not Filterable.Item List

This Report shows a list of the Items which are set up; their Code, Price, Tax Group, Department and Print Group.  It can be Filtered by Department and Category.

Item Prices

  • This Report shows the prices set up in each price band for all Items, together with their Code, Tax Group, Department and Print Group.  It can be Filtered by Department and Category.

Item Margin List

  • This Report is useful if you are using the Stock module and have item cost prices loaded.  It shows the items broken down by category; showing their Retail Price, Margin Type and Margin Amount.  It can be Filtered by Department, Category and Item Group.

Department List

  • This is a list of Departments and their codes which are currently set up.  It is not Filterable.

Tender List

  • This is a list of Tenders (Payment Types) and their codes which are currently set up.  It is not Filterable.

Employee List

  • This is a list of Employees and their codes which are currently set up together with their Status (Active/Non-Active) and their Access Group.  It does not show their Passwords and is not Filterable.

 

Transactions

Transaction Audit by Z

  • Within the time frame or date range selected this Report shows a breakdown by Z report (showing which Terminal, Trading Period and Date) of each Transaction.  It shows for each transaction the Transaction Number, Number of Covers, details of any Promotions or Discounts applied, a breakdown by Department, and a breakdown by Tender. It is not Filterable.

Correction Reason Type

  • This Report shows a breakdown of the reasons for Voids and “Undo Items” done on the system.  It shows, broken down by Date and Correction Reason, the start and end times of the transaction, the terminal number the correction was done on, the transaction number, the number of each item corrected off, the item code and the stock value (if known). It is not Filterable.

Transaction payment audit

  • This Report shows a breakdown of tenders used broken down by Tender, Date and Workstation.  It shows the transaction start and end time, the transaction number, the transaction time in minutes (how long the transaction took from start to finish), any discount applied, the POS user name and code, and if applicable the Room Number, Reservation Number and Reservation Name.  It can be filtered by Location.

Shift Balance

  • Broken down by Date and Location this Report shows a breakdown of Department Sales values by Shift.  It can be filtered by Department and Location.

Transaction Revenue Audit

  • Broken down by Date and Location this Report shows a breakdown of Department Sales values by Shift.  It shows Transaction Numbers and values with a breakdown by Locations and Department.  It can be filtered by Department and Location.

User Revenue by Department

  • Breakdown by Department of Item Quantities sold with the value of those sales.  It can be filtered by Department and Location. 

Void Slips by User

  • Copy of Void Slips produced by Pos.  It can be filtered by Location

ABB Tax Report

  • This report is not used within UK and Europe

Journal Transaction Report

  • Report showing the value of each transaction and the person responsible for it.  It is not Filterable.

Summary Revenue Report

  • Report showing the total revenues by shift for the chosen reporting period.  It is not Filterable.

Transactions by Tender

  • Report showing Transactions broken down by Tender.  It shows each transaction with Date, Location, Workstation, Shift, Operator, Time, Room (if applicable) and Value.  It can be filtered by Location and Payment.

Transactions Lines Voids

  • Report showing Voids broken down by Location.  It shows each Void with Date, Opening Time, Closing Time, Workstation, Operator, Void Reason, Item, Quantity and Value.  It can be filtered by Location.

Sales

Residents by Location

  • Report showing Resident/Non-Resident spend by location, by shift.  Shows Number of covers, total spend, average spend average transaction amount, average cover amount.

Residents by Table Location

  • Report showing Resident/Non-Resident spend by table, by shift.  Shows Number of covers, total spend, average spend average transaction amount, average cover amount.

Residents by Shift and Weekday

  • Report showing number of covers for Resident/Non-Resident broken down to an average for weekday/weekend.

Hourly Summary

  • Report showing the number of items, transactions and their value for each hourly period within the specified date range

Quarter Hour Sales

  • Report showing the average number of sales for each quarter hour within the specified date range

Covers by Location

  • Report showing covers spend by location, by shift.  Shows Number of covers, total spend, average spend average transaction amount, average cover amount.

Covers by Shift

  • Report showing covers spend by shift, by location.  Shows Number of covers, total spend, average spend average transaction amount, average cover amount.

Sales by Operator

  • Report showing for each POS operator the value of their sales, promotions and discounts for the specified period.  Also shows a count of their transactions, voids, errors and no sales

Sales by Operator and Z

  • Report showing for each POS operator within each Z the value of their sales, promotions and discounts for the specified period.  Also shows a count of their transactions, voids, errors and no sales

Sales by Date

  • Within each date shows the value of sales, discounts, promotions and tax with a count of transactions and items.

Z Totals

  • Shows by Z report within each workstation the number of transactions and the net value, vat value and total value of the transactions.

Item Sales

  • Shows the number of sales of all items in ascending code number order, showing their total value.

Item Sales by Revenue Center

  • Shows, broken down by revenue center, the number of sales of all items in ascending code number order, showing their total value.

Item Sales Fee

  • This report is currently being developed

Item Sales by Z

  • Shows, broken down by Z report, the number of sales of all items in ascending code number order, showing their total value.

Item Sales by Department

  • Shows, broken down by Department, the number of sales of all items in ascending code number order, showing their total value.

Top 50 Items by Value

  • Shows in descending order a list of the top 50 items sold by total value.

Top 50 Items by Quantity

  • Shows in descending order a list of the top 50 items sold by quantity.

Refund Items Reason

  • Shows a breakdown by reason the date, time, operator and products for each refund, with the quantity and value.

Negative Quantities Reason

  • Shows a breakdown by reason the date, time, and products for each refund, with the quantity and value.

Sales by Destination and Date

  • Shows sales, discounts, promotions, tax, no of transactions and number of items by destination and date.  If no destinations are set up will group all to default.

Destination Hourly Sales

  • Shows hourly sales count, count %, amount, amount % and average value

Item Hourly Sales

  • Shows hourly sales by item count, count %, amount, amount % and average value

Items

Serial Item Sales

  • This report is currently being developed

Sales Analysis

  • Shows total Sales, Discount, Tax and number of items.  It is filterable by Department, Location and Category

Sales Mix

  • Shows the Sales Mix within each category by Location. It is filterable by Department, Location and Category.

Sales Mix Detail

  • Shows the sales mix for each item within each department by category.  It is filterable by Department, Location and Category

Sales Mix Detail inc Modifiers

  •  Shows the sales mix for each item and modifier within each department by category.  It is filterable by Department, Location and Category

Meal Sales

  • Shows a breakdown of the number and percentage of each choice available in a meal group.

Item Sales Theoretical GP

  • If the sock module is in use this will show the unit cost and total cost of sales; the unit sales price and total revenue; and the theoretical GP based on this. It is filterable by Department, Location and Category

Item Sales by Location

  • Shows a breakdown by location of the quantity of each item sold and its total value.

Open Items

  • Shows a breakdown by location of each open item sold, showing its transaction number and value.

Items by Time

Item Sales by Date and Time Range

  • Filterable by date, time to and time from; this report shows the quantity and value of sales for all items sold.

Day of Week Item Sales

  • Shows the number of each item sold and its value by day of the week.  It is filterable by Department, Location and Category.

Item by Shift

  • Shows, broken down by date location and shift, the quantity and value of each item sold. It is filterable by Department, Location and Category.

Item by Shift Summary

  • Shows, broken down by location and shift, the total quantity and value of each item sold. It is filterable by Department, Location and Category.

Items Exclude Tax by Shift

  • x Shows, broken down by date location and shift, the quantity, net sales and tax for each item sold. It is filterable by Department, Location and Category.

Items by Category

Item Sales by Department

  • Shows for each item sold, by department, the unit price, quantity sold, gross value, discount amount, value net of discount, and discount percentage.

Detailed Sales Analysis

  • Shows for each item sold, by department, the unit price, quantity sold, gross value, discount amount, value net of discount, discount percentage tax amount and value net of tax. (GST = VAT)

Item Sales by Category

  • Shows, by category, the items sold, value, quantity and average price. It is filterable by Department, Location and Category.

Item Sales exclude Discounts

  • Shows by location and category the number of sales of each item, the value of the sales, the value of the discounts and the average sales value. It is filterable by Department, Location and Category.

Item Sales Detail by Category

  • Shows each item by department, location and category the value of sales, discount and tax with the net value; the quantity of sales, refunds, voids and errors; and the value of voids, errors and refunds. It is filterable by Department, Location and Category.

Item Sales Detail by Category net tax

  • X Shows each item by department, location and category the value of sales, discount and tax with the net value; the quantity of sales, refunds, voids and errors; and the value of voids, errors and refunds; net of tax. It is filterable by Department, Location and Category.

Department by Shift

  • Shows by department the sales for each location on each shift. It is filterable by department and location.

Department Group by Shift

  • Shows the sales in each location by group and shift.  It is filterable by department and location.

Sales by Category

  • Shows the value and quantity of each item sold by category. It is filterable by Department, Location and Category.

Items Promotion

Only accessible if you are running promotions

Operators

Operator Sales mix

  • Shows by Operator, Department and Category, the quantity and value of each item sold.  It is filterable by Department, Location, Category and min and max amounts.

Till Sales Mix

  • Shows by Till and Category the quantity and value of each item sold.  It is filterable by Department, Location, and Category.

Item Sales by Time and Operator

  • Shows by operator the number of sales and value of sales for each item sold in the selected time frame.  It is filterable by Department, Location, and Category.

Item Sales by Shift and Operator

  • Shows by operator and shift the number of sales and value of sales for each item sold in the selected time frame.  It is filterable by Department, Location, and Category.

Operator Correction Statistics

  • Shows for each day each operator’s sale amount and value, discount amount and value, void amount and value, error amount and value, refund amount and value, and the number of no sales.  It is filterable by location.

Discounts

Discount Summary

  • Shows discounts applied, their number and value.

Discount by Workstation

  • Shows, by till, discounts applied, their number and value. It is filterable by location.

Discount by Location Shift Department

  • Shows the value of discounts applied by store, location and shift.

Discount Item Summary

  • Shows by discount for each item the number of and value of discounts applied.

Full discount detail by Location

  • Shows for each Location each discount applied; showing transaction number, operator, item, discount and gross and net sales values.

Discount detail by User

  • Shows by discount for each transaction the number of and value of discounts applied.

Discount by User by Location

  • Shows by discount for each transaction the number of and value of discounts applied.

Discount Summary by Shift

  • Shows by location the discounts applied, their quantity and value, and the shift on which they were applied

Tenders

Tender by Shift

  • Shows by workstation, the amount tendered for each tender type, for each shift.
  • It is filterable by location

Tender by Location

  • Shows a breakdown by location of the value of each tender type. It is filterable by location.

Tender Summary

  • Shows a summary of the value of each tender type.

Tender by Operators

  • Shows a summary by operator of the value of each tender type. It is filterable by location.

 

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