Detailed Reporting
Vivid POS offers the detailed and comprehensive reports to keep you well informed about your business. Here are the top seven reports that every restaurant owner must know about to run a successful restaurant business. You can visit these reports from the Report section under the Left Navigation of your Vivid backend portal.
Roll
EOD Reports / Sales Summary
Sales figures are the most vital aspect of your business. Taking full control over it requires a good understanding of EOD reports. These reports are often called sales summary and they includes:
- Net sales.
- Sales breakdown by service area and payment methods.
- Sales statistics.
- Tips, Discounts, Comp, and Void report.
Net Sales Report
This is the first report you will see under the Sales Summary. It shows the sales figures for the selected date range in a tabular form. You can change the date from the top tabs to view the net sales data for a particular date range.
To have these data in PDF or Excel format, you can simply click the PDF and Excel icon on the top right as seen in the screenshot.
Sales by Pay Type
Sales by Pay Type data shows the type of payment methods used in your restaurant. The above illustration informs the data you will get to see through this report.
Sales by Card Type
Sales by Card Type displays the type of cards the customers have used to pay for an order. You will get a complete overview of the number of times the specific card type has been used, net sales made, tax deducted, refunds, tips, and any
other extra charges. On the extreme right, you will also see the Adjusted Tip which is the tip after deducting the credit card fees.
Sales by Terminal
You can have multiple terminals at your restaurant. The Sales by Terminal data will update you about the transactions done at each terminal.
Sales by Service Area
Restaurants having multiple service areas may gather knowledge about the performance of the individual service areas. As seen in the above screenshot, you can check net sales collected, tax deductions, tips, and refunds, etc.
Sales by Super Category
Discount Details
Sales Statistics
Tips, Comps, and Voids
Cash Management Report
Cash Out Report
Cash Out report provides information about cash removed from active or open drawers. This feature is typically used when there is excess cash in the drawer and it needs to be transferred to another safe location.
Payroll Report
-
Employee –This is the name of an employee.
-
Role –This is the role of an employee in your organization.
-
DOW –This is the last login day of an employee.
-
Hours –These are the working hours of an employee. It is calculated between the last login until today or the last logout.
-
Hourly Rate –This is the rate an employee charges for an hour of service.
-
Pay –This is calculated automatically by multiplying the Hours and the Hourly Rate.
-
Cash Tip –This is the tip amount an employee has earned in cash within a selected time period.
-
CC Tip –This is the tip amount that the customer(s) has paid to an employee in credit.
- Other Tip –This includes tips earned from any other sources.
-
Cash Grat –It is the service charge gratuity for orders that are settled in cash.
-
Credit Grat –This is a service charge gratuity added using a credit card.
-
Other Grat –Any other gratuity will be added to this section.
-
Total Tip –This includes the total tip earned.
-
Total Sale –This is the total sales an employee has attained.
-
Tip% –This is automatically calculated by dividing Total Tips by Total Sales. This gives an idea of what percentage of total sales comes as a tip.
Employee Sales Report
Vivid POS provides you a full-fledged employee sales report which can be used for performance assessment of individual employees. From the Vivid backend, tap the left navigation button, select Reports, and go to the Employee under the Employee Report section.
- Use the Calendar drop-down to select the start date and end date within which you want to track the employee sales report.
- You can download the reports in PDF and Excel format using the icons on the extreme right (check the above screenshot).
- The report includes the following details:
- Name of the employee.
- The role he/she has been assigned in the restaurant.
- Total orders he/she has served within a particular timeframe.
- The gross sales and net sales (in $) by an employee.
- Tax paid on orders.
- Extra charge (if any).
- Tips earned.
- Cash gratuity – A service charge gratuity for orders that are settled in cash.
- Refunds made to the customers.
- Total collection and the cash in hand.
Product Mix Report
Employee Shift Summary
Sales by Super Category
-
Terminal –It displays the terminal name.
-
Service Area –It shows the Service Area where a Super Category has been sold.
-
Name –This is the name of the Super Category.
-
Quantity –This is the number of categories sold.
-
Gross Sale –This is the sale transaction for a particular Super Category.
-
Discount/Comp –This is the value of discounts or comp redeemed.
-
Net Sale –This is Gross Sale – Discounts and Refunds.
-
Tax –It shows tax paid.
-
Total Sale –This is the total sale transactions of a Super Category after adding taxes by a chosen employee within a selected date range.
Sales by Pay Type
-
Pay Type –It shows the transaction is in cash or credit.
-
Count –It displays the number of transactions.
-
Net Sale –This displays the net sale made using a specific pay type (credit or cash) within a particular date range by the selected employee.
-
Tax –This is the tax levied.
-
Total –This is the total sale amount after adding net sales and taxes.
-
Extra Charge –This shows extra charge if any.
-
Refund –This is the refund amount for a prior successful transaction.
-
Tips –This shows the tips paid.
-
Deposit –This is the subtotal for a particular payment type transaction.
Sales by Card Type
-
Card Type –The type of card used for transactions, such as MasterCard or Visa.
-
Count –It displays the number of transactions done using a specific card type.
-
Net Sale –This displays the net sale made using a specific card type within a particular date range by the selected employee.
-
Tax –This is the tax levied.
-
Total –This is the total sale amount after adding net sales and taxes.
-
Extra Charge –This shows extra charge if any.
-
Refund –This is the refund amount for a prior successful transaction.
-
Tips –This shows the tips paid using a specific card type.
-
Deposit –This is the subtotal for a particular transaction type.
Sales by Order
-
Ref# –This is the order reference number.
-
Date/Time –This is the date and time of ordering.
-
Tip –This is the tip value paid for a specific order.
-
Cash Gratuity –It is the service charge gratuity for orders that are settled in cash.
-
Credit Gratuity –This is a service charge gratuity added using a credit card.
-
Extra Charge –This is the extra charge paid on an order.
-
Total –The amount subtotal.
-
Paid By –Name of customer who has paid for this order.
Cash Management Report
Cash Out Report
-
Cash Sales –This is the total sales in cash.
-
Credit Tips –This form of tip includes credit card tips or any other tips accumulated from any non-cash payment. It is given in cash to the employees at the end of the day.
-
Credit Gratuity –This is a service charge gratuity added using a credit card.
-
Cash Gratuity –It is the service charge gratuity for orders that are settled in cash.
-
Payout –This is the money paid to someone in exchange for goods or services. For example, money paid for repairs, to suppliers, etc.
Tip Report
-
Ref# –This is the order reference number.
-
Date/Time –This is the date and time at which the order has been placed.
-
Employee name –Name of the employee who earned the tip.
-
Terminal –This is the name of the terminal.
-
CC Info –It displays the credit card info which has been used to pay the tip.
-
Service area –This is the name of the service area – Bar, Main Dining, Takeout, Delivery, etc.
-
Pay type –It shows the mode of payment – credit card or cash.
-
Tip –This displays the tip amount paid.
Discount Report
-
Ref# –This is an order reference number.
-
Date/Time –This is the date and time at which the order has been placed.
-
Employee –This is an employee’s name who took an order.
-
Manager –This is the reporting manager’s name.
-
Discount/Comp –This is the discount amount offered for that particular order.
-
Type –It displays the type as Discount or Comp.
-
Code –This is the code used to redeem the discount.
-
Applied on –It displays whether a discount is applied on an item or an entire order.
-
Reason –It displays the reasons for offering a discount.
Hourly Sales Report
Hourly sales report tells about the number of items sold every hour within a particular date range. The hour section is further expandable and shows the items sold and sale amount within that hour. This report can be helpful for employees to analyze the sales trend within a specific time frame. Here is the illustration of a typical Hourly Sales Report.
You can select the date range from the top. Click the date picker field, select the start and end date, click Apply. The time vs. sale bar graph with a detailed report will appear on the screen. Each bar represents the hour you are tracking the sales report for. Hovering over the bars will pop up the total sale amount within that hour.
This is the detailed hourly sales report.
Hour: This is the hour you are tracking the sales report for.
QTY Sold: Total item quantity sold within the selected hour on the chosen date range.
Sale Amount: Total sale amount of the items sold within the selected hour on the chosen date range.
The Hour section can be further expanded to overview the items sold and the sale amount of an item. In this illustration, the 04:00 AM has been expanded to view the item’s details.