Ordering Reports
The following table describes the reports that are available with the Ordering application:
Report | Description |
|---|---|
Credit card batch settlement details. | |
Detailed financial account of a cash drawer. | |
Summarizes key financial statistics for a given employee. | |
Detailed account of key statistics, along with a breakdown of sales calculations. | |
Credit card batch settlement summary. |
Opmerking
A report generation ID is printed on all reports. This ID provides the ability to identify each generated report.
Select a Printer
To select the printer for a terminal:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column of the Functions screen, select Set Printer.
From the Set Printer window, locate the desired printer, and then select Set.
Generate an Ordering Report
To generate a report in Xenial Ordering:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Reports column of the Functions screen, select the report to generate.
From the upper-right of the screen, select Print to print the report.
Detailed Settlement Report
The Detailed Settlement Report provides detailed credit card batch settlement information including, a breakdown of each transaction in the batch.
Drawer Audit Report
The Drawer Audit Report (DAR) provides a breakdown of the sales attributed to a drawer including:
Tax Totals
Cash Variances
Voided Order Totals
Sales by Order Destination
Discount Totals
Pay Type Totals
Tip Totals
To view the DAR for a drawer session:
From the upper-left of the screen, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Reports column of the Functions screen, select Drawer Audit Report.
Select the drawer and business date.
Select View Drawer to open the DAR.
Notes about the Drawer Audit Report
The DAR prints automatically for drawer sessions that are closed during the End of Day (EOD) process.
If the system administrator enabled the Auto Count Closed Drawers feature, automatically counted drawers are identified on the DAR. The "AUTO-COUNTED" identifier is displayed in the report header.
The Starting Amount field in the report header specifies the total dollar amount that was included in the drawer when the drawer was "Opened".
In Terminal Banking Mode, the report header displays the terminal name and ID.
In Employee Banking Mode, the report header displays the employee name and ID.
The employee who deleted/voided items from an order is identified enabling the site manager to analyze the amount and frequency at which items are removed per employee.
By default, the Gross Sales calculation excludes pre-tender void amounts. The system administrator may configure the report to include pre-tender void amounts in this calculation.
The system administrator may configure the report to not display the "Cash Expected" total in the Cash Over/Short section.
Employee Audit Report
The Employee Audit Report summarizes key financial statistics for a given employee including:
Tax Totals
Discount Totals
Post-Payment Void Totals
Refund Totals
Void Refund Totals
Net Sales
Sales Detail Report
The Sales Detail Report (SDR) is a financial report that provides a summary of key statistics and a breakdown of basic sales information, including the Net and Gross Sales calculations.
The following table describes the information in each section of the SDR:
Section | Description |
|---|---|
Section 1: Sales Breakdown | Contains a breakdown of the Gross Sales to Net Sales calculation |
Section 2: Drawer Count Variance | Contains the expected currency amounts in counted drawers and the variance between the expected amounts and the manually counted amount |
Section 3: Destination Sales | Contains the Net Sales for each order destination (e.g. Eat In, To Go, Drive-Thru) |
Section 4: Discount Totals | Contains the sum of discount totals on Voided and Closed orders minus the discount totals on Refunds |
Section 5: Tax Totals | Contains the tax total breakdown from Voided and Closed orders (grouped by Tax) minus the tax totals from Refunds |
Section 6: Pay Type totals | Contains pay type totals from Paid orders that were not Voided |
Section 7: Tip Totals | Contains the tip total from Closed orders |
Opmerking
The Starting Amount field in the report header specifies the dollar amount that was included in the drawer when the drawer session was opened.
Simple Settlement Report
The Simple Settlement Report provides a summary of credit card batch settlement information including:
Batch Number
Number of Credit Card Transactions
Total Dollar Amount in Credit Card Transactions
Number of Debit Card Transactions
Total Dollar Amount in Debit Card Transactions
Number of Gift Card Transactions
Total Dollar Amount in Gift Card Transactions