Reports

Reports provides reports in various categories. Generate reports on-demand or on a defined schedule.

Generate Report

Portal → Reports

To generate a report:

From the Navigate dropdown, select Reports.
From the report list, select the report.
From the pane on the right, select the Parameters tab.

Define the following:

Parameter	Description
Start Date	First date of date range to include on the report.
Start Time	Start of time range to include on the report.
End Time	End of time range to include on the report.
Revenue Center	From the dropdown, select the applicable revenue center.
Details	Select this option to include detailed information on the report. If this option is not selected, summarized information is provided on the report.

Select the desired option:
- Run Once - Generate the report one time immediately. Save and/or print the generated report from the web browser.
- Schedule - Schedule a time to generate the report.
- Email - Email the report to specified recipients.

Reports List

The Foodservice Management (FSM) Portal includes reporting options including commonly used and other reports.

Commonly Used Reports

The following introduces commonly used FSM reports:

Report	Description
End of Day by Hours of Operation	Provides summary level information for key areas for a business day broken down by hours of operation with information groupings on Cashier and Device Summary, Sales Summary, Sales by Tender, Sales by Origin, Order Summary, and Labor Summary. Note This report runs for a 24 hour period only.
System Summary Report	Provides information on sales, receipts, and labor. This report gives an overview of the data for the selected date range. Data categories include Sales Summary, Sales by Tender, Sales by Origin, Order Summary, and Labor Summary.
Operations Summary Report	Designed to be a one page snapshot of a business day. This report includes Sales Summary, Sales By Tender, Sales by Origin, Labor Summary, Drawer Surpluses/Shortages, Canceled Orders, and Discounts categories. It also includes a summary of Drawer Deposits and Payouts, Order Discounts, and a Details option, which includes a category breakdown.
Items Sold by Category Report	Provides sales information grouped by their appropriate category. This report shows sales information on both the parent category and the subcategory.
Average Order Fulfillment Time by Hour	Provides the average time to complete an order during each hour of the day.

Other Reports

The following introduces additional FSM reports organized by category:

Category	Reports	Description
Daily Operations	Credit Card Summary Credit Card Transaction Detail Disabled Items Disabled Menu Items End Of Day End Of Day by Hours of Operation End Of Day by Hours of Operation Cashier Breakdown End Of Day Sales Summary End Of Day Sales Summary Tax Breakdown LindtSprungli EOD by Hours of Operation Operations Summary Enhanced Report Operations Summary Report Order Detail Report Order Fulfillment Time Sales Category Summary System Summary Report System Summary Report by Day System Summary Report by Month	The most commonly run reports on a day-to-day basis.
Sales	Charity by Day Coupon Usage Report Employee Orders by Date Employee Orders by Employee Employee Orders Summary Gross Sales by Chargeable Accounts and Discounts Items by Hour Items Sold by Category Items Sold by Category by Price Level Items Sold by Category by Price Level with Tax and Tender Breakdown Items Sold by Category with Order Type Items Sold by Origin by Quantity Items Sold by Origin by Revenue Items Sold by Quantity Items Sold by Revenue Items Sold by Revenue (Per Capita) Items Sold by Sort Labor And Sales by Hour Modifiers Sold by Revenue Product Mix Product Mix by Hour by Category Product Mix by Hour by Origin Product Mix by Revenue Center Sales by Device by Tender Sales by Hour Sales by Hour by Category Sales by Hour by Origin Sales by Hour by Tender Sales Information by Interval Total Sales by Category Total Sales by Category by Date Units by Hour	Focuses on dollar value and individual product sales, broken down by a variety of different time and organizational metrics.
Performance	Average Order Fulfillment Time by Hour Average Order Size by Origin Average Order Time by Hour Daily Average Order Fulfillment Time Daily Performance Report Daily Sales Report Daily Sales Report by Order Type Daily Sales Report by Origin Daily Sales Report by Tender Kiosk Session Behavior Orders by Hour Performance by Origin Performance by Origin by Tender Repeat Order Tracking Summary Sales Report by Origin Upsell Performance Upsell Performance by Cashier Upsell Performance by Origin	Provides metrics such as upsell sales, order fulfillment time, and daily sales.
Multi Revenue Center	Average Order Fulfilment Time by Hour by Revenue Center Average Order Fulfillment Time by Revenue Center Average Order Size by Revenue Center Canteen Market Catalog Report Green Receipt Report Illumina Payroll Deduct Export Items Sold by Category and Subcategory Items Sold by Category by Revenue Center Items Sold by Quantity by Revenue Center Market Catalog Report Multi Revenue Center End Of Day by Hours of Operation Order Detail Report by Revenue Center Order Fulfillment Time by Revenue Center by Item Sold Order Time by Revenue Center Performance by Revenue Center Performance by Revenue Center By Origin Performance by Revenue Center By Tender Sales by Hour by Revenue Center Sales by Hour by Origin (Multi Revenue Center) Serving Period Summary by Revenue Center System Summary by Revenue Center Third Party Tenders by Day Third Party Tenders by Hour Third Party Tenders by Transaction Total Sales by Category by Revenue Center Total Sales by Category by Subcategory by Product MRC	Allows the user to run reports across multiple locations at once.
Labor/Labor Cost	Clock In Out Log History Employee Report Employee Roster Employee Schedule Employee Summary Employee Time Report Labor Hours Summary Payroll Deduct Report Payroll Report Tip Report Tips by Interval	Focuses on employee information such as clock-ins and clock-outs, payroll, and tips.
Inventory/Food Cost	Cost Of Goods Sold (COGS) Summary Cost Of Goods Sold Inventory Inventory Cost History Inventory History Inventory Order Threshold Inventory Received Inventory Reconcile Audit Inventory Roll Forward Inventory Usage Inventory Variance Invoice Summary Margins	Tracks inventory use over a period of time. Most of these reports require the Inventory feature to be in use within the Genius portal. However, Cost of Goods Sold can be set up for use without requiring the feature.
Custom Reports	Data Warehouse Validation by Revenue Center Devices in Service Report Fairfax Transaction Detail Report Guest Email List Report Registration Code Report Stony Brook Fulfillment Time by Hour by Station	These reports were created by request from a variety of clients and placed here for general use.
Audit	Discount Details Discount Summary Discounts by Revenue Center Logbook Report Loss Prevention Offline Badge Pay Report Offline Order Report Void Report	Focuses on metrics such as discounts used, refunds and voids issued, and loss prevention.
Accounts	Chargeable Account Activity Chargeable Account List Chargeable Account Orders Chargeable Account Rules Export Chargeable Account Usage Summary Chevron Chargeable Account Orders Report Customer Activity Report Declining Balance Ending Balance Detail Report Declining Balance Ending Balance Summary Report Declining Balance Funding History Declining Balance Reset Exception Report Loyalty Activity Report Online Ordering - Last Login Date Registered Customer Report Enhancement with Orders Registered Users Customer Report without Orders Reward Balance List Voucher Detail Report Voucher Redemption Report	Provides metrics for chargeable accounts such as gift cards, badge pay, loyalty, and vouchers.
Delivery	Delivery Orders by Day of the Week Delivery Summary Report (Daily) Delivery Summary Report (Weekly) Driver by Day of Week Driver Detail Driver Summary Report	Focuses on metrics for delivery orders and driver details.
System	Corporate Items Export Corporate Item Overrides Customer Satisfaction Survey Results Item Export Secondary TM Profile Conflicts SMS Usage by Revenue Center Report SMS Usage Report	Performs certain administrative functions, such as exporting item and product lists, checking survey results, and reviewing Short Message Service (SMS) usage.
Drive Thru	Drive Thru Performance Drive Thru Performance by Hour Drive Thru Performance DT-Timers Performance by Hour Transaction Detail Report DT-Timers	Focuses on drive thru performance with a variety of time metrics for measurement.
Export	Paychex Export QuickBooks – Daily Sales Spark Analytics Export	These are exports for specific third-party APIs.

Voir aussi:

Reports

Generate Report

Reports List

Commonly Used Reports

Note

Other Reports

Résultats de la recherche