The report shows all items sold, and provides totals as well as a breakdown of food types (appetizer, entree, cold drinks, hot drinks, etc) and meal periods in which each food type was purchased, over a selected period of time.
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.
This report is similar to the Daily Recap report, but can report on multiple days, and can be customized to show a weekly, monthly or longer period of time as desired.
Select Sales By Item 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. Choose a From: date and a To: date.
Report By: Meal Period or Outlet. The report posting type can be one or the other, but not both.
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-.
Meal Period: A drop-down menu of all available Meal period options, configured to the specific property. Select a specific meal period option (or All for all meal period 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-.
You can specify that the report show:
None: Which shows total numbers of individual items within categories but no check numbers,
Show Category Totals Only: This shows totals within a category only (shortest form of report), or
Show Detail: This includes all items separately by check number.
Item has name and (#) on the report, this is the check # the item was generated from.
By default, it will show None.
Click the orange "Show Report" 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 05, 2020