Full Exports List:

ADP Export

Used for ADP integration. Contact ADP for instructions on how to upload the export to ADP.

Quick Facts:

• .CSV only download

• no more than 90 days can be exported at a time

• Contains ADP Specific data. Contact ADP for instructions and use.

Card Transactions Export

View all of your credit card transactions

Quick Facts:

• .CSV only download
• Detailed credit card transaction information

Columns (left to right):

• Order ID -- ID of the order

• User ID -- ID of the user who the order belongs too

• User Name --  Name of the User logged into the register

• Cardholder Name -- Name as it appears on the credit card if it was captured

• Card Type -- The type of credit card Visa, Mastercard, AMEX, etc.

• Last Four -- Last four digits of the Card

• Amount -- The dollar amount that should of been charged

• Tip -- The dollar amount entered as a Tip

• Charged -- The dollar amount that was actually charged to the card

• Swiped At -- The time the credit card was swiped

• Finalized At -- The time the order was fully finalized

Cash Drawer

A log of cash drawer data for each drawer

Quick Facts:

• Each row is the name of the register (tablet) that had an open drawer.

• Drawers are opened and closed with the cash drawer management buttons on the POS.

Columns:

• Name -- Drawer name; The name of the register/iPad in the system

• Opened -- Time the drawer was opened

• Closed -- Time the drawer was closed

• Start -- Cash input when opening the drawer on the POS

• Cash -- Dollar amount of cash transactions on this drawer only

• Checks -- Dollar amount of check transactions on this drawer only

• Pay In -- Dollar amount total from Pay-Ins on the POS

• Pay Out -- Dollar amount total from Pay-Outs on the POS

• Tips -- Cash tips declared by servers

• Bank Drop -- Dollar amount total from Bank Drops on the POS

• Adjust -- There was a discrepancy, and the drawer total was adjusted by this amount

• End -- Final drawer balance when the drawer was closed

Cash Transactions Export

Log of all cash transactions on the POS

Quick Facts:

• CSV only download

• Contains detailed cash transaction data

Columns:

• Order ID -- ID of the Order

• Drawer ID -- ID of the register's drawer

• User ID -- ID of the User who owns the transaction

• User Name -- The username of the owner of the transaction

• Amount --  The amount of the transaction

• Time -- Time of the transaction

CRM Export

Export of the CRM database from the system.

Quick Facts:

• When customer information is entered into the POS or online orders, it is saved in the CRM (customer relationship management) database.

Columns:

• Card ID -- Loyalty card number, if physical gift cards are used as loyalty cards.
• Customer ID -- For use with 3rd party systems or tracking by the restaurant
• First Name
• Last Name 
• Phone
• Email 
• Address 
• Address 2 -- Apartment, suite, etc.
• City
• State
• Postal Code -- Zip code
• Birth Month
• Birth Day 
• Anniversary Month
• Anniversary Day 
• Notes -- Customer notes added on the POS (allergies, etc.).
• Subscribed -- If they are subscribed to the restaurant's marketing list.
• Points -- Loyalty points balance at time of export.

Daily Report

The Daily Report is a "paper dashboard" that contains multiple reports. It is divided into 2 sections, Sales and Transactions with multiple tables in each.

Quick Facts:

• Contains multiple reports all in one

• Draws from sales and transaction reports

• Only available in PDF download

• NOTE: Boxes may spill over onto additional pages if there is enough data

Report Sections:

• Sales Overview (Top Left, Page 1)

  • Category -- The sales category

  • Ct. -- The count of this category

  • Amount -- The dollar amount of this category

• Sales Category Types:

• Gross -- Gross sales (Sales without any deductions)

• Comps -- Comped products and orders and the total

• Discounts -- Discounted products and orders and the total

• Net Sales -- Gross sales minus comps and discounts (NOT deducting refunds)

• GC Load -- Gift card loads and amount

• Tax -- Dollar amount of tax collected

• Fees -- Orders with fees and the total

• Gratuity -- Orders with gratuity and the total

• Prepaid -- Orders fulfilled that were paid in advance

• Early Pay -- Payments made on orders to be fulfilled later

• Tips -- Server tips from all non-cash channels (CC, GC, External, et.)

• Refunds -- Orders with refunds and the total

• Total -- Dollar total of all lines

• Product Category Sales (Top Right, Page 1)

  • Category -- Product categories set in Back Office > Reporting > Product Categories

  • Ct. -- Number of products sold in this category

  • Amount -- Dollar value of sales in this category

  • % -- Percent of total sales that were in this category

• Sales by Order Type (Center Left, Page 1)

  • Order type -- Order types as set in Back Office > Settings > Order Settings

  • Ct. -- How many orders used this order type

  • Amount -- Dollar value of orders of this type

• Sales By Source (Center Right Page 1)
  • OLO -- Sales from online ordering
  • POS -- Sales entered on the POS
  • Ct. -- Count of sales for each source
  • Amount -- Dollar amount for sales of this source

• Taxes (Bottom, Page 1)

  • This section is a copy of the Tax Report

• Transactions (Top, Page 2)

  • This is a copy of the Transaction Report

• Cash In / Out (Bottom Left, Page 2)

  • A row for each type of cash transaction activity

    • Transactions -- Total of all cash transactions

    • Tip Payout -- Amount paid when caching servers out for credit tips

    • Pay Outs -- Total Pay-Outs recorded on the cash drawer

    • Pay Ins -- Total Pay-Ins recorded on the cash drawer

    • Bank Drops -- Total Bank Drops recorded on the cash drawer

    • Refunds -- Total Cash refunds performed

    • Adjustment -- Cash discrepancy recorded when auditing or closing the cash drawer.

• Credit In / Out (Bottom Right, Page 2)

  • A row for each type of credit transaction activity

    • Swiped -- Total amount from cards authorized today

    • Unfinalized -- Total amount from credit orders left "Awaiting Patron Signature"

    • Later -- Unfinalized transactions that settled at least one day later

    • Tips -- Total credit tips

    • Undercharged -- Credit funds not captured

    • Refunds -- Total for credit card refund

Declared Tips Export

This report shows how much servers declared as their nightly tips, when ending their shift on the POS. 

Available as CSV, PDF or Excel download.

• Time -- Date and time of they declared tips
• User -- Name of the POS user who declared tips
• Amount -- Amount of tips they declared at this time

Detailed Labor

The detailed labor report shows every timecard system user's punches in and out. 

Available as CSV, PDF or Excel download.

• Columns (left to right)

  • Name -- Employee's name

  • Position -- Position of employment (bartender, server, dishwasher etc)

  • Wage -- Amount paid per hour to employee.

    • Based on wage setting in Back Office > Users > Manage Users

  • Clock in -- Date and time the user clocked in

  • Clock out -- Date and time the user clocked out

  • Regular -- Total regular hours worked

  • OT -- Total overtime hours worked

    • TIP: Overtime settings are under Settings > Labor Settings

  • Dbl OT -- Total double overtime hours worked

  • Earnings -- Total labor cost for this shift, based on wage and hours

  • CC Tips -- Total credit tips received for the shift

  • Tips Paid -- Amount of credit tips paid out in cash for the shift

  • Cash Tips -- Amount of cash tips declared by the server at the end of their shift

  • Sales -- Gross sales for transactions run up by this server during their shift

  • Cash Sales -- Total cash sales for their shift

Discounts

Overview of all discounts performed on the POS by servers for the reporting period.

Available as CSV, PDF or Excel download.

Quick Facts:

• This report does not distinguish between an order discount and a product discount.

Columns:

• Discount -- Name of the preset discount (or custom discount) was used

• Times Used -- Number of times the named discount was used

• Total Discounted -- Total dollar amount discounted with this preset

• Avg. Discount -- The Average dollar amount discounted when the discount was applied

Drawer Exception

This report shows notable events performed on the cash drawer, to help managers stay aware.

Available as CSV, PDF or Excel download.

• Action -- The type of drawer exception

  • Check -- Acceptance of a personal check as tender

  • Cash Refund -- A cash refund was performed

  • Audit -- A drawer audit was performed. Amount reflects a discrepancy in the audit.

  • Pay In -- A pay in for this amount was performed

  • Pay Out -- A pay out for this amount was performed

  • No Sale -- The cash drawer was opened via No Sale button (amount will always be zero).

• User -- The name of the user logged into the POS when the action was performed

• Override -- For users without drawer access, this manager's PIN was used to grant permission

• Drawer -- The name of the register with activity

• Amount -- The amount recorded for the activity

• Reason -- The reason left by the user for the activity

• Time -- Date and time of the drawer exception

Happy Hour Sales by Hour

This report shows sales during happy hours, to help evaluate if happy hours are increasing sales.

Available as CSV, PDF or Excel download.

Columns:

• Hour -- The hour the data is for

• Period Sales -- Total sales that included at least one happy hour discounted product

• Quantity -- Number of orders that included at least one happy hour discounted product

• % Of Total -- Percent of total happy hour sales that were made this hour

• Profit -- Sales minus cost (NOTE: Product costs must be entered)

• % of Profit -- Percent of total happy hour profits that were made this hour

Labor

This report shows a condensed labor summary for each user.

Available as CSV, PDF or Excel download.

Columns:

• Name -- Employee's name

• Position -- Position of employment (bartender, server, dishwasher etc)

• Regular -- Total regular hours worked

• OT -- Total overtime hours worked

• Dbl OT -- Total double overtime hours worked

• Earnings -- Total amount earned by employee for the reporting period

• CC Tips -- Total credit card tips received by the employee for the reporting period

• Tips Paid -- Total credit card tips paid out in cash from the cash drawer during the reporting period

• Cash Tips -- Total tips declared by the server during the reporting period

Labor Export

Detailed labor summary for each employee. Available as CSV or Excel download.

Columns:

• Name -- Employee's name

• Employee ID -- Employee ID if added to employee profile

• Position -- Position name if added to employee profile

• Regular -- Total regular hours worked during the reporting period

• OT -- Total overtime hours worked during the reporting period

• Dbl OT --  Total double overtime hours worked during the reporting period

• Earnings --  Total amount earned by employee during the reporting period

• CC Tips -- Total credit card tips received by the employee for the reporting period

• Tips Paid -- Total credit card tips paid out in cash from the cash drawer during the reporting period

• Cash Tips -- Total tips declared by the server during the reporting period

• Sales -- Total sales rung up by the server during the reporting period

• Cash Sales -- Total cash sales rung up by the server during the reporting period

Menu Product Export

An export of all products in the menu. Available as CSV, PDF or Excel download.

Columns:

• Menu -- The name of the menu the product is in
• Name -- The name of the product
• Variant -- The product Variant name (when applicable)
• Price -- Product price on the POS
• Online Price -- Product online price (when applicable)
• App Price -- Product price with 3rd party apps (when applicable)
• Cost -- Product cost if entered for the product
• Category -- Product category applied to the product
• Course -- Default course for the product, if applied
• SKU -- Product SKU if entered for the product
• Description -- Product description if entered for the product
• Calories -- Number of calories for the product if entered

OLO Transaction Export

This export shows all credit transactions performed through Rezku OLO (online ordering).

Columns:

• Order ID -- Unique order ID used by the system.
• Cardholder Name -- Name as it appears on the card.
• Card Type -- Card issuing bank (VISA, MasterCard, AMEX, etc.)
• Last Four -- Last 4 digits of the card used.
• Gateway ID -- Unique transaction ID (used internally).
• Amount -- Subtotal for items ordered.
• Tip -- Tip added by customer (if any).
• Surcharge -- Surcharge amount applied (if any).
• Charged -- Amount charged to the customer's card.
• Time -- Date and time the order was submitted.

Order Export

This report shows all orders for the selected reporting period. It is only available as a .CSV download.

Columns:

• ID -- The unique Order ID

• Register ID -- The unique ID of the register the order was created on (used internally)

• Register Name -- The name of the POS station the order was created on

• Status -- The current status of the order (Open, Awaiting Patron Signature, Settled, Cancelled, Merged)

• Type -- The order type of the order (Dine-In, Delivery, etc.)

• Display ID -- The name added to the order (Table number, Customer Name, etc.)

• Tables -- Tables selected for the order (if applicable)

• Server ID -- The ID of the server assigned to the Order (used internally)

• Server Name -- Display name of the server who owns the order

• Opened At -- Date and time the order was opened

• # Products -- The number of products on the order

• Comps -- The dollar amount of any comps associated with the order

• Gross -- The gross price of the order before discounts and taxes

• Discount -- Total dollar amount of discounts applied to the order

• Subtotal -- Price of the order after discounts were applied

• Taxes -- Total dollar amount of taxes collected for the order

• Total -- The final price the guest is required to pay to settle the order

Order Product Export

This report shows all the individual products ordered for the selected reporting period. It is only available as a .CSV download.

Columns:

• ID -- Numerical ID of the product (used internally)

• Order ID -- The Order ID for the order that includes the product

• Ordered At -- Date and time the product was added to the order.

• Type -- "Unit" signifies standard product. "Bulk" indicates a (legacy) scale item

• Product -- The name of the product as it appears in the menu

• Product ID -- the unique ID of the product (used internally)

• SKU -- Product SKU if entered for the product

• Category -- Product category applied to the product

• Comp -- Yes or No, if the product was Comped

• Price -- The menu price of the product without discounts

• Gross -- The dollar amount due for the product before any adjustments, Discounts, etc

• Discounted -- The product price after any product discounts were applied

• Effective -- The final price of the product after product discounts and order discounts are factored in

• Cost -- Product cost if entered for the product

Paychex Export

This export is for the Paychex payroll system. Contact Paychex for instructions on it's use.

Sales by Product

This report shows sales totals for every product. This helps you determine the best and worst selling products based on volume and profitability. Available as CSV, PDF or Excel download. NOTE: The Sale Price is subject to changes in pricing due to Variations.

Columns:

• Product -- The product's name in the menu
• List Price -- The menu price for the product (Note: does not display variation prices)
• Avg Price -- The average price the product was sold for, accounting for discounts, comps and variations
• Qty -- The quantity of the product sold
• Sale -- Total dollar amount of sales of the product for the reporting period
• % of Sales -- The percent of total sales that was contributed by this product
• Avg Profit -- Average profit per sale of the product (if cost has been entered for the product)
• Profit -- Total dollar amount of profit from sales of the product for the reporting period
• % of Profit -- The percent of total profit that was contributed by this product

Sales Exception

This report shows sales exceptions, such as comps and discounts. This report is used to keep track of server activity and track unauthorized use of the system. Available as CSV, PDF or Excel download.

Exception Types:

• Comped Orders

• Comped Products

• Discounted Orders
• Discounted Products
• Custom Products
• Voided Products
• Product Notes
• Canceled Orders
• Refunds

Each report contains similar columns with slight variation:

• Time -- Date and time the exception occurred

• User -- Name of the user who owns the order

• Order ID -- The unique Order ID

• Product -- Product name the exception was made for

• Quantity -- Number of affected products

• Reason -- The reason left by the server on the POS

Stats Report

The Stats Report is a "paper dashboard' and contains multiple reports. It is only available for PDF download.

• Sales Overview (Top Left, Page 1)

  • Sales -- Gross sales

  • Food Cost -- Cost of goods sold (if food cost has been entered)

  • Labor -- Total cost of labor based on timecards for the reporting period

  • Profit -- Gross profit

• Guest overview (Top Middle, Page 1)

  • Covers -- The number of covers entered on the POS. Based on table seats or party size.

  • Parties -- The number of parties served 

  • Avg Party -- Average size of parties served

  • Avg Sale -- Average spend per person when dining

• Order Type Overview (Top Right, Page 1)

  • Order type -- Name of order type on the POS

  • Ct. -- Count. The total number of orders entered for the type

  • Amount -- Gross sales from the order type

• Sales Events (Center Left, Page 1)

  • Rows -- Each type of sales event

    • Comps

    • Sales -- Gross sales (Sales without any deductions)

    • Discounts

    • Net Sales -- Gross sales minus comps and discounts (NOT deducting refunds) 

    • Tax

    • Gratuity

    • Tips -- Tips left by guests (CC, Gift Card, External)

    • Refunds

  • Columns

    • Ct. -- How many times this even occurred in the reporting period

    • Amount -- Total dollar value of all instances of the event combined

• Sales by Category (Center Right, Page 1)

  • Each category has its own row. Categories are configured in Back Office > Reporting > Product Categories.
    
    

  • Columns

    • Category -- Product categories

    • Ct. -- Number of items sold in this category for the reporting period

    • Amount -- Dollar value of sales in this category for the reporting period

    • % -- Percent of total sales that were from this category, for the reporting period

• Transactions (Bottom, Page 1)

  • A copy of the Transactions Report

  • May spill over to next page if enough data is present

• Top Servers (Top Left, Page 2)

  • Shows the top 5 servers for the reporting period.

    • Top Servers -- Names of the servers

    • Sales -- Gross sales for the server's orders in the reporting period

    • Tips -- Credit tips received by server in the reporting period

• Bottom Servers (Top Right, Page 2)

  • Shows the bottom 5 servers for the reporting period 

    • Bottom Servers -- Names of servers

    • Sales -- Gross sales for the server's orders in the reporting period

    • Tips -- Credit tips received by server in the reporting period

Transaction Export

An export of all transactions performed during the reporting period. Only available as .CSV download.

Columns:

• Order ID -- Unique Order ID for the order
• User -- The name of the server logged into the POS when the order was settled
• Register -- The name of the POS station the order was settled on
• Type -- The payment type used (Credit, cash, check, etc.)
• Subtype -- Credit card type (AMEX, MC, VISA, etc.) or the external payment type name
• Amount -- Sub-total for the transaction
• Surcharge -- Amount of surcharge, if applied
• Tip -- Amount of tip, if received
• Charged -- Total amount charged for the transaction
• Time -- Date and time the order was paid
• Finalized At -- Date and time the transaction was finalized (when tip was entered for credit card payments).

User Product

This report shows every product added to an order for each employee in the reporting period. Available as CSV, PDF or Excel download.

• The report is divided into seperate reports for each system user.

Columns:

• Product -- Name of product sold

• List Price -- Price of the product on the POS

• Avg Price -- Average price when sold by this server

• Qty -- How many times the server added this product to an order

• Sale -- Total dollar amount of this item sold by the server