Catalog section · RPT

Sales reports

34 planned items in Reports & Analytics.

Sales summary

RPT-0007 Planned Lite and Pro Core

Gross, discounts, refunds, net, taxes

Depends on: RPT-0001, SALE-0070

Sales by item

RPT-0008 Planned Lite and Pro Core

Qty, revenue, cost

Depends on: RPT-0001

Sales by category

RPT-0009 Planned Lite and Pro Core

Report — Sales reports: Sales by category; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by brand/supplier

RPT-0010 Planned Lite and Pro Standard

Report — Sales reports: Sales by brand/supplier; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by employee

RPT-0011 Planned Lite and Pro Core

Report — Sales reports: Sales by employee; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by payment method

RPT-0012 Planned Lite and Pro Core

Report — Sales reports: Sales by payment method; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by hour/day-of-week heatmap

RPT-0013 Planned Lite and Pro Standard

Report — Sales reports: Sales by hour/day-of-week heatmap; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by customer

RPT-0014 Planned Lite and Pro Standard

Report — Sales reports: Sales by customer; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by customer group

RPT-0015 Planned Pro Standard

Report — Sales reports: Sales by customer group; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by order type

RPT-0016 Planned Lite and Pro Standard

Report — Sales reports: Sales by order type; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by table/section

RPT-0017 Planned Pro Standard

Report — Sales reports: Sales by table/section; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by register/outlet

RPT-0018 Planned Lite and Pro Standard

Report — Sales reports: Sales by register/outlet; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by tax type

RPT-0019 Planned Lite and Pro Core

Report — Sales reports: Sales by tax type; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by modifier

RPT-0020 Planned Pro Standard

Report — Sales reports: Sales by modifier; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by discount/promo

RPT-0021 Planned Lite and Pro Standard

Report — Sales reports: Sales by discount/promo; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales by document type/series

RPT-0022 Planned Lite and Pro Core

Report — Sales reports: Sales by document type/series; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Receipts list (history)

RPT-0023 Planned Lite and Pro Core

Report — Sales reports: Receipts list (history); filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Refunds report

RPT-0024 Planned Lite and Pro Core

Report — Sales reports: Refunds report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Voids report

RPT-0025 Planned Lite and Pro Core

Report — Sales reports: Voids report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Discounts report

RPT-0026 Planned Lite and Pro Core

Report — Sales reports: Discounts report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Comps report

RPT-0027 Planned Lite and Pro Standard

Report — Sales reports: Comps report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Tips report

RPT-0028 Planned Lite and Pro Standard

Report — Sales reports: Tips report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Service charge report

RPT-0029 Planned Pro Standard

Report — Sales reports: Service charge report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Top / bottom sellers

RPT-0030 Planned Lite and Pro Core

Report — Sales reports: Top / bottom sellers; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Product mix report (menu engineering)

RPT-0031 Planned Pro Standard

Stars/plowhorses/puzzles/dogs

Depends on: RPT-0001

Basket analysis

RPT-0032 Planned Pro Optional

Items bought together

Depends on: RPT-0001

Average ticket / covers

RPT-0033 Planned Lite and Pro Standard

Report — Sales reports: Average ticket / covers; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales per labor hour

RPT-0034 Planned Pro Standard

Report — Sales reports: Sales per labor hour; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Gross margin report

RPT-0035 Planned Lite and Pro Core

Report — Sales reports: Gross margin report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Price-change impact report

RPT-0036 Planned Pro Optional

Report — Sales reports: Price-change impact report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Hourly sales report

RPT-0037 Planned Lite and Pro Standard

Report — Sales reports: Hourly sales report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Daily closing report

RPT-0038 Planned Lite and Pro Core

Report — Sales reports: Daily closing report; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Z / X reports

RPT-0039 Planned Lite and Pro Core

Report — Sales reports: Z / X reports; filterable by date range, outlet and employee; exportable to CSV/XLSX/PDF

Depends on: RPT-0001

Sales forecast

RPT-0040 Planned Pro Optional

Simple moving average

Depends on: RPT-0001