The Point of Sale (POS) Daily Recap Report provides a snapshot of the sales made for a specified date.
The report shows all items sold, and provides totals as well as a breakdown of Menu Categories as set up in your property's configuration. The report can also be run by Point of Sale (POS) Types (Food, Liquor, Beer, Wine, Other). The Point of Sale (POS) Type is set in each menu item's configuration.
The report gives a listing of each category, how much was ordered and the dollar amount. The bottom of the report shows the total number of checks, by meal period, the total number of covers (customers) and provides an extrapolated average sales amount per person and per check.
Select Daily Recap from the Reports section of the Main Point of Sale (POS) menu - Overview.
Select the Date(s) you want to report on: There are drop-down menus to choose specific year, month and date/day. This defaults to the current date.
Report Options:
Outlet: A drop-down menu of all available Restaurant options, configured to the specific property. Select a specific Restaurant (or All for all restaurants). The default option is -ALL-.
Select a Meal Option: A scrollable menu of all available Meal options, configured to the specific property. Select a specific meal option (or All for all meal options). The default option is -ALL-.
Select the Server: A scrollable menu of all Servers names and categories, configured to the specific property. Select one or more (or All for all servers). The default option is -ALL-.
The report can be displayed two ways:
Display Category: This is the default option. This displays the report by breakdown of Menu Categories as set up in your property's configuration.
POS Type: The report can also be run by Point of Sale (POS) Types (For example Food, Liquor, Beer, Wine, Other). The Point of Sale (POS) Type is set in each menu item's configuration.
Click the orange "Print Daily Recap" button to generate the report.
By default, the report is generated in PDF form and opens in a separate browser window. From there you can select to save or print the report, among other options. If you prefer, you can select the Generate report to Excel for exporting check box to print the report in Microsoft Excel format instead of PDF.
NOTE: The generated report appears as a pop-up window through your browser. If your browser is set to block pop-ups, you may receive a warning banner from the browser. Click this banner and select to allow pop-ups so that you can view the report.
Date Updated August 11, 2020