Finance Reports

REPORT FULL NAME AND DESCRIPTION

CRE-01

Uploaded Credit Card Summary

CUS-26

Account Customers Spend Report

EMP-03

PaidOuts Report

Shows all paidouts (by category) generated by each staff member.

EMP-12

PaidOuts by Cat Report

Shows all paidouts by category.

EMP-14

Driver Detailed Cash Rec

Shows delivery paytypes by driver.

EMP-15

Full Driver Cash Rec

Used for drivers end of night cashup when the All to float option was used. Shows driver name, order number, dispatch time, drive time, distance, address and pricing.

SAL-01

Receipts by Payment Type

Shows the amounts for each payment type (cash, credit card, PDQ, etc.) for the dates in the specified period.

SAL-03

Cancellation Report

Shows cancelled orders, customer name and phone number, the employee who cancelled the order and the reason for it.

SAL-04

Credits Report

Shows credits given or used.

SAL-06

Cancels and Discounts

Shows sales for the specified time period, cancelled orders amounts and discounts given for each order.

SAL-07

Discount Reasons Report

Shows the reasons for discounts given.

SAL-13

Account Customers Spend Report

Shows account customers sales.

SAL-15

Void Reasons Report

Shows reasons for refunds and void orders. The reports shows ticket number, customer, amount, discount (if any), the date the order was taken and made void and the reason for it.

SAL-22

Sales by Coupons Report

Shows web and in-store sales breakdown by order taking type.

SAL-31

Account Customers Cash Spend Report

Shows cash sales of account customers.