Sales

Xenial Portal Reports Sales

Report

Description

Category Sales per Site

Details about product/modifier usage across categories enabling the site manager to recognize sales trends and forecast inventory.

Employee Audit

Summarizes key financial statistics for a selected employee enabling the site manager to reconcile and audit their activities at the POS. Spaces are provided at the bottom of the report for both the manager and the employee's signature.

Employee Productivity

Details employee productivity enabling the site manager to gauge and optimize overall workforce strategy.

Employee Sales

Sales activity per employee enabling the site manager to monitor employee sales including tips, taxes, and applied discounts.

Employee Scorecard

Employee performance based on defined business logic for the company.

Enterprise Sales Summary

High-level breakdown of sales data across all company sites.

Item Comments

Lists comments or preparation notes that were added for an order item enabling a site to determine if product modifications are necessary.

Labor Performance: Hour

Details the cost of labor in relation to hourly sales enabling the site manager to optimize labor usage

Liability Detail

Detailed information about gift certificate sales.

Liability Summary

Summarized information about gift certificate sales.

Modifier Analysis by Category

Details modifier usage across product categories enabling the site manager to recognize sales trends and inventory requirements.

Order Payments

Detailed information about the payments used to tender each order.

Order Summary

Summarized information about the payments used to tender each order.

Primary Labor by Hour

Labor currency amount for each job code in hourly increments.

Product Mix

Details product sales sorted by major category.

Sales Analysis

View and compare a breakdown of specific sales measures for a selected business date. The available sales measures include:

Sales and Labor

Details the cost of labor in relation to sales enabling the site manager to optimize labor usage.

Sales and Labor Visualization

Graphical display of summarized sales and labor totals.

Sales and Transaction

Sales and transaction counts by time interval enabling the site manager to forecast labor and inventory requirements.

Scheduled vs Actual Labor

Compares scheduled labor to actual labor along with the associated sales totals.

Service Productivity

Compares sales and guest counts with the respective labor hours.

Speed of Service

Details speed of service times enabling the site manager to audit the performance of the kitchen staff and determine how quickly order items are prepared.

Tax Exempt Detail

Details about tax exemption transactions.

Weekly Sales

Key sales information for a selected week enabling the site manager to audit all payment flows.

Category Sales per Site

Xenial Portal Reports Sales

The Category Sales per Site report contains details about product/modifier usage across categories enabling the site manager to recognize sales trends and forecast inventory.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Group Option

From the dropdown, select the desired option for grouping items on the report.

Display Options

From the dropdown, choose to view totals for Net Sales or Gross Sales.

Order By

From the dropdown, select the values by which to order the items on the report.

For example, select Sales to group the items on the report by their respective sales data.

Demonstration Level

From the dropdown, select the desired category, product, and/or employee display option.

Column Descriptions

The following describes the columns on the report.

Column

Description

Category

The content is determined by the selected Demonstration Level.

Net Quantity / Gross Quantity

The column name is determined by the selected Display Option.

Quantity of products sold per each category.

Net Quantity / Gross Quantity <destination name>

The column name is determined by the selected Display Option.

Quantity of products sold per each category per order destination.

% of Net Quantity / Gross Quantity

The column name is determined by the selected Display Option.

Percentage of the Net Quantity or Gross Quantity that is attributable to this item.

Net Sales / Gross Sales

The column name is determined by the selected Display Option.

Total currency amount in Net Sales or Gross Sales.

Net Sales / Gross Sales <destination name>

The column name is determined by the selected Display Option.

Total currency amount in Net Sales or Gross Sales per order destination.

% of Net Sales / % of Gross Sales

The column name is determined by the selected Display Option.

Percentage of the Net Sales or Gross Sales that is attributable to this item.

% of Category

The content is determined by the selected Demonstration Level.

  • Major categories: No calculated value.

  • Minor categories: Percentage of major category sales that is attributable to items in this minor category.

  • Products: Percentage of minor category sales that is attributable to this product.

  • Employees: Percentage of major category sales that is attributable to this employee.

Total Guests

Total guest count

Incident rate %

The content is determined by the selected Demonstration Level.

  • Major categories: No calculated value.

  • Minor categories: Percentage of the guest count that is attributable to items in this minor category.

  • Products: Percentage of the guest count that is attributable to this product.

  • Employees: Percentage of the guest count that is attributable to this employee.

Employee Audit

Xenial Portal Reports Sales

The Employee Audit report summarizes key financial statistics for a selected employee enabling the site manager to reconcile and audit their activities at the POS. Spaces are provided at the bottom of the report for both the manager and the employee's signature.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Employees

From the dropdown, select the employees to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Sales Breakdown

Breakdown of the Gross Sales calculation including the Net Sales total

Destination Sales

Total sales for each order destination

Tip Totals

Total currency amount in customer tips

Cash Due

Total amount of cash collected by employee

Pay Type Totals

Total sales for each pay type

Service Metrics

  • Total number of guests served

  • Average Net Sales per guest

  • Total number of orders

  • Average Net Sales per order

Employee Productivity

Xenial Portal Reports Sales

The Employee Productivity report details employee productivity enabling the site manager to gauge and optimize overall workforce strategy.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Hide Inactive Rows

Enable this toggle to not include rows that do not contain any data.

Column Descriptions

The following describes the columns on the report.

Column

Description

Time

Time of day

Labor Hours

Total number of labor hours

Net Sales

Net currency amount of sold products

Transaction Count

Total number of transactions processed

Guest Count

Total number of guests served

SPLH

Sales per Labor Hour = Net Sales / Actual Labor Hours

OPLH

Orders per Labor Hour = Orders / Actual Labor Hours

GPLH

Guests per Labor Hour = Guests / Actual Labor Hours

Total

Totals for each applicable column

Employee Sales

Xenial Portal Reports Sales

The Employee Sales report contains sales activity per employee enabling the site manager to monitor employee sales including tips, taxes, and applied discounts.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Employee Name

Name of the employee

Employee Code

ID of the employee

Gross Sales

Gross currency amount of sold products

Taxes

Total currency amount in applied taxes

Discounts

Total currency amount in applied discounts

Liabilities

Total currency amount in gift card and gift certificate sales

Net Sales

Net currency amount of sold products

Guests

Total number of guests served

Guest AVG

Average Net Sales per guest

Tips

Total currency amount in customer tips

Tip %

Percentage of Net Sales this is attributable to tips

Grand Total

Totals for each applicable column

Employee Scorecard

Xenial Portal Reports Sales

The Employee Scorecard report contains information about employee performance based on defined business logic for the company.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Name

Name of the employee

Guests Count

Total number of guests served

Net Sales

Net currency amount of sold products

GCA

Discounts

Total currency amount in applied discounts

Promos

Voids

Total currency amount in canceled items and voids

Walkouts

Total currency amount in walkout transactions

Incident Rates

Percentage of Net Sales that is attributable to the specified product tag

Average Table Turn Time (minutes)

The average difference between created time, and the close time per order

Total

Totals for each applicable column

Enterprise Sales Summary

Xenial Portal Reports Sales

The Enterprise Sales Summary report contains a high-level breakdown of sales data across all company sites.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

State

State where site is located

Site ID

ID of the site

Site Name

Name of the site

Business Date

Business date associated with the sales

Gross Sales

Gross currency amount of sold products

Discount Total

Total currency amount in applied discounts

Liabilities Sold

Total currency amount in gift card and gift certificate sales

Refund Total

Total currency amount in refunds

Tax Total

Total currency amount in taxes

Net Sales

Net currency amount of sold products

Tips

Total currency amount in employee tips

Payments

Total sales for each pay type

Liabilities Sold: Gift Card

Total currency amount in gift cards sold

Deposit Variance: Actual

Total variance between the expected deposit total and the actual deposit total

Paid In

Total currency amount in Paid In transactions

Paid Out

Total currency amount in Paid Out transactions

Item Comments

Xenial Portal Reports Sales

The Item Comments lists comments or preparation notes that were added for an order item at the POS enabling a site to determine if any menu modifications are necessary.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Group Option

From the dropdown, select the items to display on the report.

Column Descriptions

The following describes the columns on the report.

Column

Description

Comment/Product

Comment entered at the POS and the associated product

Quantity of Comments

Total number of comments

Grand Total

Totals for each applicable column

Labor Performance: Hour

Xenial Portal Reports Sales

The Labor Performance: Hour report details the cost of labor in relation to hourly sales enabling the site manager to optimize labor usage.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

General

Time

Time of day

Guest Count

Total number of guests served

Guest Traffic %

Percentage of total Net Sales that is attributable to this time frame

Net Sales

Net currency amount of sold products

Guest Avg

Average Net Sales per guest

Actual Labor $

Total currency amount of actual labor for this time frame

Primary Labor

Ideal Labor $

Currency amount for the ideal labor cost for this time period, sales amount, and/or guest count

Labor Var $

Difference between the ideal labor cost and the actual labor cost

Actual Labor % of Hourly Net Sales

Percentage of hourly net sales that is equal to the actual labor cost for the day

Ideal Labor % of Hourly Net Sales

Percentage of hourly net sales that is equal to the ideal labor cost for the day

Labor Var % of Hourly Net Sales

Difference between the Actual Labor % of Hourly Net Sales and the Ideal Labor % of Hourly Net Sales

All Labor

Actual Labor % of Total Labor

Percentage of total labor cost that is equal to the actual labor cost for the day

Actual Labor % of Hourly Net Sales

Percentage of hourly Net Sales that is equal to the actual labor cost for the day

Actual Labor % of Total Net Sales

Percentage of total Net Sales that is equal to the actual labor cost for the day

Liability Detail

Xenial Portal Reports Sales

The Liability Detail report contains detailed information about gift certificate sales.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Site

Name of the site where the transaction was processed

Business Date

Business Date when the transaction was processed

Liability Type

Type of liability item sold

Order Time

Time when the transaction was processed

Order #

Order number associated with the transaction

Employee

Name of the employee who performed the transaction

Order Type

Order type associated with the transaction

Quantity

Quantity sold

Total

Totals for each applicable column

Liability Summary

Xenial Portal Reports Sales

The Liability Summary report contains summarized information about gift certificate sales.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Site

Name of the site where the transaction was processed

Business Date

Business Date when the transaction was processed

Liability Type

Type of liability item sold

Liability Name

Name of liability item sold

Quantity

Quantity sold

Total

Totals for each applicable column

Modifier Analysis by Category

Xenial Portal Reports Sales

The Modifier Analysis by Category report details modifier usage across product categories enabling the site manager to recognize sales trends and inventory requirements.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Demonstration Levels

From the dropdown, select the desired category, product, and/or employee display option.

Column Descriptions

The following describes the columns on the report.

Column

Description

ID

The content is determined by the selected Demonstration Level.

Category

The content is determined by the selected Demonstration Level.

Total Quantity

Total quantity of products sold

Qty w/Mods

Quantity of products sold with modifiers

% w/Mods

Percentage of total products sold that is attributable to products sold with modifiers

Qty w/o Mods

Quantity of products sold without modifiers

% w/o Mods

Percentage of total products sold that is attributable to products sold without modifiers

Quantity

Quantity of applied modifiers

Frequency,%

Percentage of total products sold that is attributable to applied modifiers

The content is determined by the selected Demonstration Level.

Total

Net Sales total

The content is determined by the selected Demonstration Level.

% of Net

Percentage of total Net Sales that is attributable to the Total column value

Order Payments

Xenial Portal Reports Sales

The Order Payments report contains detailed information about the payments used to tender each order.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Transaction Type

From the dropdown, select the types of transactions to include (e.g. Sale, Void)

Payment Status

From the dropdown, select the payment statuses to include (e.g. Paid, Voided)

Column Descriptions

The following describes the columns on the report.

Column

Description

Site Name

Name of the site where the transaction was processed

Business Date

Business Date when the transaction was processed

Payment Date/Time

Date/time when the transaction was processed

Order #

Order number associated with the transaction

Type

Type of order

Order State

Order state of the transaction

Ext Total

Extended order total amount: (Subtotal + Exclusive Taxes) - Discount

Pre-Payment Tips

Currency amount in pre-payment tips

Payment Tips

Currency amount in post-payment tips

Payment

Total currency amount in payments on the order

Rounded Adj

Sum of rounding adjustments for the payment type

Payment Status

Currenct status of the payment

SAF

"Store and Forward" transactions (i.e. transactions occurred while the PIN pad was offline)

Pay Type

Payment type applied to the order

Acquisition Type

Identifies how the payment type information was acquired (e.g. SWIPE)

Trans Type

Transaction type (e.g. Sale, Void)

Trans ID

ID of the transaction

Card Brand

Brand of payment card (e.g. VISA, MasterCard)

Auth #

Authorization number for the payment

Last 4 of CC#

Last four digits of the card account number

Order Summary

Xenial Portal Reports Sales

The Order Summary report contains summarized information about the payments used to tender each order.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Type

From the dropdown, select the type of order to include (e.g. Order, Waste, Refund).

State

From the dropdown, select the order states to include (e.g. Closed, Voided).

Column Descriptions

The following describes the columns on the report.

Column

Description

Site Name

Name of the site where the transaction was processed

Create Date/Time

Date/time when the transaction was processed

Order #

Order number associated with the transaction

Destination

Order destination associated with the order

Type

Order type (e.g. Order, Waste, Refund)

Order State

Order states (e.g. Closed, Voided)

Subtotal

Order total before tax

Tax Total

Total currency amount in applied taxes

Discount Total

Total currency amount in applied discounts

Ext Total

Extended order total amount: (Subtotal + Exclusive Taxes) - Discount

Order Total

Order total associated with the transaction

Tips

Total currency amount in customer tips

Payment Total

Total currency amount in payments on the order

Net Sales

Net currency amount of sold products

Rounded Adj

Sum of rounding adjustments for the payment type

Total

Totals for each applicable column

Primary Labor by Hour

Xenial Portal Reports Sales

The Primary Labor by Hour report contains the labor cost for each job code in hourly increments.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Time

Time of day

Guests

Total number of guests served

Job Code

The following information is provided for each job code:

  • Actual Labor $ - Total currency amount of actual labor for this time frame

  • Ideal Labor $ - Total currency amount of ideal labor for this time frame in relation to the Net Sales or Guest Count

Total

Totals for each applicable column

Product Mix

Xenial Portal Reports Sales

The Product Mix report details product sales sorted by major category.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Product ID

Numeric ID for the product

Name

Name of the product

Quantity

Quantity sold

Net Sales

Net sales currency amount for the product

[Major Category] Total

Quantity and Net Sales totals

Total

Totals for each applicable column

Sales Analysis

Xenial Portal Reports Sales

The Sales Analysis report enables the site manager to view and compare a breakdown of specific sales measures for a selected business date.

The available sales measures include:

  • Net Sales

  • Order quantity

  • Discounted orders amount

  • Discounted orders quantity

  • Refunded orders amount

  • Refunded orders quantity

  • Voided orders amount

  • Voided orders quantity

  • Tax exempted orders amount

  • Tax exempted orders quantity

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Select the Sales Measures

  1. From the Left Measure dropdown, select the first sales measure.

  2. From the Right Measure dropdown, select the second sales measure.

  3. From the By Business Date: Net Sales graph, select the business date/net sales.

    The following values are provided for the selected sales measures:

    • Store

    • By Destination

    • By Day Part

    • By Hour

    • By Terminal

    • By Employee

Sales and Labor

Xenial Portal Reports Sales

The Sales and Labor report details the cost of labor in relation to sales enabling the site manager to optimize labor usage.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Interval

From the dropdown, select the time interval to view.

Hide Inactive Rows

Enable this toggle to not include rows that do not contain any data.

Column Descriptions

The following describes the columns on the report.

Column

Description

Time

Time of day. This content is determined the selected Interval.

Net Sales

Net currency amount of sold products in this time interval

Accum Sales

Accumulated Net Sales

Transaction Count

Total number of transactions in this time interval

Accum Transaction Count

Accumulated Transaction Count

Labor Hours

Number of hours worked by employees

Labor Cost

Total labor cost for hours worked by employees

Accum Labor Cost

Accumulated Labor Cost

Labor %

Percentage of sales that is equal to the total labor cost

Accum Labor %

Accumulated Labor %

Total

Totals for each applicable column

Sales and Labor Visualization

Xenial Portal Reports Sales

The Sales and Labor Visualization report contains a graphical display of summarized sales and labor totals.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Element Descriptions

The following describes the elements on the report.

Element

Description

Net Sales

Net currency amount of sold products in this time interval

Labor Hours

Number of hours worked by employees

Sales per Labor Hour

Average Net Sales per Labor Hour

Labor Cost

Total labor cost for hours worked by employees

Labor Cost %

Percentage of sales that is equal to the total labor cost

Sales and Transaction

Xenial Portal Reports Sales

The Sales and Transaction report contains sales and transaction counts by time interval enabling the site manager to forecast labor and inventory requirements.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Interval

From the dropdown, select the time interval to view.

Display Options

From the dropdown, choose to view totals for Net Sales or Gross Sales.

Column Descriptions

The following describes the columns on the report.

Column

Description

Site

Name of the site

Time

Time of day. This content is determined the selected Interval.

Net Quantity / Gross Quantity

The column name is determined by the selected Display Option.

Quantity of products sold.

Net Sales / Gross Sales

The column name is determined by the selected Display Option.

Total currency amount in Net Sales or Gross Sales.

Net Sales / Gross Sales <destination name>

The column name is determined by the selected Display Option.

Total currency amount in Net Sales or Gross Sales per order destination.

% of Net Sales / % of Gross Sales

The column name is determined by the selected Display Option.

Percentage of the Net Sales or Gross Sales that is attributable to this item.

Accum Net Sales / Accum Gross Sales

The column name is determined by the selected Display Option.

Accumulated Net or Gross Sales

Transaction Count

Total number of transactions in this time interval

Accum Transaction Count

Total number of transactions

Guest Count

Total number of guests for this time interval

Guest Avg

Average check amount per guest

Scheduled vs Actual Labor

Xenial Portal Reports Sales

The Scheduled vs Actual Labor report compares scheduled labor to actual labor along with the associated sales totals.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Interval

From the dropdown, select the time interval to view.

Hide Inactive Rows

Enable this toggle to not include rows that do not contain any data.

Forecast Definition

From the dropdown, select the forecast definition to view.

Column Descriptions

The following describes the columns on the report.

Column

Description

Time

Time of day. This content is determined the selected Interval.

Forecasted vs Actual Sales

  • Difference between the forecasted sales and the actual sales

  • Accumulated Net Sales

Scheduled Labor

  • Scheduled labor hours

  • Scheduled labor cost

  • Percentage of sales that is equal to the total labor cost

  • Sales per labor hour

Actual Labor

  • Actual labor hours

  • Actual labor cost

  • Difference between the scheduled and actual labor costs

  • Accumulated Labor Cost

  • Difference between the Accumulated Actual Labor Cost and the Accumulated Scheduled Labor Cost

  • Percentage of Accumulated Net Sales that is equal to the Accumulated Actual Labor Cost

  • Difference between the Actual Labor % and the Scheduled Labor %

  • Sales per labor hour

Total

Totals for each applicable column

Service Productivity

Xenial Portal Reports Sales

The Service Productivity report compares sales and guest counts with the respective labor hours.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Time

Time of the day

Guest Count

Number of guests

Net Sales

Net currency amount of sold products

Labor Hours

Total number of hours worked by employees for the day

Average Table Turn Time

Average number of minutes to close an order

Speed of Service

Xenial Portal Reports Sales

The Speed of Service report details speed of service times enabling the site manager to audit the performance of the kitchen staff and determine how quickly order items are prepared.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Weekly Metrics

Speed of service averages for each day of the week

Active Orders: HH:MM:SS

Fulfillment times of orders just completed in the kitchen

Production Screens

Speed of service averages for each kitchen display including the expected service times

Lead Fulfillment Product Time: HH:MM:SS

Top 4 items with the shortest speed of service time

Highest Fulfillment Product Time: HH:MM:SS

Top 4 items with the longest speed of service time

Tax Exempt Detail

Xenial Portal Reports Sales

The Tax Exempt Detail report contains details about tax exemption transactions.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Company ID

ID of the company

Order Id

Order number associated with the transaction

Site

ID and name of the site where the transaction was processed

Business Date

Business Date when the transaction was processed

Order Time

Time when the transaction was performed

Order #

Order number associated with the transaction

Channel

Order source associated with the order (e.g. Terminal, Mobile Order)

Destination

Order destination associated with the order

Tax Exempt ID

Tax Exempt ID associated with the transaction

Employee

Name of the employee who performed the transaction

Approver

Name of the site manager who approved the transaction

Reason

Reason selected by the employee for the tax exempt transaction

Order State

Order state of the transaction

Subtotal

Order total before tax

Discount

Total currency amount in applied discounts

Grand Total

Totals for each applicable column

Tax Exempted

Total currency amount of tax exemption

Weekly Sales

Xenial Portal Reports Sales

The Weekly Sales report contains key sales information for a selected week enabling the site manager to audit all payment flows.

Parameters

Submit the following parameters to generate the report.

Sites

From the Site Selector, select the sites to include.

Calendar

Select the calendar icon Calendar_Icon.png to select the period/dates to include.

Column Descriptions

The following describes the columns on the report.

Column

Description

Sales Breakdown

Daily totals for the following items:

  • Net Sales

  • Discounts

  • Refunds

  • Tax

  • Post Payment Voids

  • Gross Sales

Click the links to drill down into an item and view more details.

Drawer Count Variance

Total variance between the expected drawer count amount and the actual drawer count amount.

Destination Sales

Sales by order destination (e.g. Eat In, Carry Out)

Discount Totals

Total currency amount in applied discounts

Tax Totals

Total currency amount in applied taxes

Pay Type Totals

Total sales for each pay type

Tip Totals

Total currency amount in customer tips

Cancel/Voids

Total currency amount in canceled items and voids

Deposits Variance

Total variance between the expected deposit total and the actual deposit total

Saved

Breakdown of the Saved Sales calculation

Click the links to drill down into an item and view more details.

Other Statistics

Total currency amount in non-taxed item sales and gift card cash out transactions

Liability Items

Total currency amount in gift card and gift certificate sales