Summary: The Batch Report shows you the credit card data that was sent to the credit card processor, and the total.
Batch Report Data:
Date – The date for the batch. By default, batches are sent to the processor at 4AM, after the previous day’s activity.
Swiped – Dollar value of credit card transaction data collected by the POS
Unfinalized – Dollar value of credit card transactions where the data was collected but the order was not finalized. Typically this is due to servers not entering tips for the order or closing a bar tab.
Late – Dollar value of transactions swiped on a prior day and finalized today.
Tips – Total value of credit card tips entered for the day.
Undercharged – Dollar amount not authorized by the customer’s card. Typically this is due to insufficient funds. The system will try to get as much as it can from the card issuer in these cases.
Refunds – Dollar amount of credit refunds issued by the restaurant
Total – The dollar total of the batch that is sent to the processor for payment to the restaurant.
Canceled Orders
Summary: The Canceled Orders report shows all canceled orders for the specified reporting period.
Canceled Orders Report Data:
User – The name of the server who canceled the order.
Order ID – The unique ID number associated with the order. This can be searched in Order Search for more information about the order.
Value – The dollar value of the canceled order.
Cash Drawer Activity
Summary: The Cash Drawer Activity Report shows all the interactions that have taken place on the cash drawer. This includes cash sales, cash refunds, audits, drops, pay-outs and use of the No Sale function.
Basic Cash Drawer Terms:
Open – Start cash drawer reporting period
Close – End cash drawer reporting period
Audit – Confirm expected cash and actual cash match
Cash Drawer Activity Report Data:
Action – The drawer action performed (e.g. Audit, Close, Pay-In, etc.)
User – The staff member who performed the action
Override – If a manager’s PIN was required to authorize the user, this is the manager’s PIN that was used.
Drawer – ID of the cash drawer the activity was performed on.
Amount – Dollar amount change in the drawer balance at the time. Negative (-) values represent a decrease in the drawer balance.
Reason – If a note was entered for the reason, it is listed here.
Time – The time the drawer action was performed.
Cash Drawer Summary
Summary: The Cash Drawer Summary shows the culmination of the day’s cash drawer activity by drawer. For detailed logs of every action performed on the drawer, see the Cash Drawer Activity Report instead.
Basic Cash Drawer Terms:
Open – Start cash drawer reporting period
Close – End cash drawer reporting period
Audit – Confirm expected cash and actual cash match
Cash Drawer Summary Report Data:
Name – Register name associated with the cash drawer.
Opened – Date and time the cash drawer was started (on the POS it shows “You must open a cash drawer to take orders”)
Closed – Time the cash drawer was closed.
Start – Starting cash entered when opening the cash drawer.
Cash – Value of cash transactions performed
Checks – Value of personal checks (if accepted)
Tips – Dollar value of credit card tips removed from the cash drawer
In – Dollar value of cash-in activities performed.
Out – Dollar value of cash-out activities performed.
End – Ending drawer balance. Cash remitted from the drawer should match this value if staff have properly recorded all drawer activity.
CC Reports and How to Determine Deposit Amount
CC Fees
Summary: This report lists each of the tiers of transaction fees that can be applied based on card type.
Types of transactions:
Refunds – Credit card refunds
Qualified – Charged at the qualified rate
Mid-Qualified – Charged at the mid-qualified rate
Non-Qualified – Charged at the non-qualified rate
Key-In – Cards keyed in manually on the POS (Card not present)
Online transactions – Transactions from orders placed online.
For each type it lists:
Count
Charges
Fees (Transaction fees that have bee deducted from the payment total)
CC Funding
Summary: This report shows daily credit activity for the current location.
The date is based on the funding date, not the transaction date.
Each merchant account holder has a funding account tied to it.
Transaction funds go into the funding account and fees are automatically removed before being transferred to the merchant’s bank account.
Funding takes 1 or 2 days, depending on the terms of your processing agreement.
Report Data:
Restaurant — Name of the restaurant the data is for
Type — The source of the transaction activity; either POS or OLO (online ordering)
Date — The date funds are deposited into your funding account, based on the funding schedule in your merchant contract (i.e. next day or 2 day)
Batch – Combined total of charges and refunds.
Count – The number of charge/refund activities
NOTE: The count may differ from the POS because refunds performed same-day do not count as an adjustment.
Chargebacks — The number of chargebacks processed on this date
Transaction Fees — Fees charged by the issuing bank, card brand. processor and Rezku for credit card transactions.
Total — The total funds deposited into your funding account.
CC Payout:
Summary: This report shows the total from CC transactions, to be transferred to your bank account.
Report Data:
Date – The date the charges were run.
Batch – Combined total of charges and refunds.
Chargebacks – The value of Chargebacks for the reported date(s).
Fees – The total dollar amount of fees paid by the restaurant for the reported date(s)
Service - Payment of service fees associated with Rezku for the reporting period
Payout – The dollar value that was transferred to your bank account for the reporting period
CC Service Fees
Summary: This report contains a list of transfers from the funding account linked to the restaurant. Any transmission or service fees paid through this account will be listed here.
Report Data:
Category – Lists the type of transfer:
Payment
Bank Transfer
Invoice
Direction – The direction the funds are going
Outbound is funds transferred out from your funding account
Inbound is funds transferred into your funding account
Amount – The dollar value transferred.
Description – A description of the transfer reason or type
Time – The date and time the transfer occurred
Combined Batch
Summary: This report provides the POS and OLO processing values for the day.
Report Data:
Swiped – Dollar value of credit card transactions run on the POS
Unfinalized – Dollar value of credit card transactions where amount was approved but the transaction was not finalized. Typically this is due to servers not entering tips for the order or closing a bar tab.
Late – Dollar value of transactions approved on a prior day and finalized today.
Tips – Total value of credit card tips entered for the day.
Undercharged – Amount not authorized by the credit card. Typically due to offline transactions.
Refunds – Dollar amount of credit refunds issued by the restaurant
Gross – The dollar total of the batch before processing fees are removed.
Net – The dollar total of the batch after processing fees are removed. (Hidden)
Summary: The Comped Orders report shows all comped orders for the specified reporting period.
Comped Orders Data:
Time – The time the order was comped
User – The staff member who comped the order
Order ID – The unique ID assigned to the order that can be used in Order Search
Value – Dollar value of the comped order
Reason – If a note was entered for the reason, it is listed here.
Comped Products
Summary: The Comped Products report shows all comped products for the specified reporting period.
Comped Products Report Data:
Time – The time the product was comped
User – The staff member who comped the product
Order ID – The unique ID assigned to the order that can be used in Order Search
Product – Name of the product that was comped
Quantity – Quantity of the product that was comped
Value – Dollar value of the comped product
Reason – If a note was entered for the reason, it is listed here.
Credit Card Transactions
Summary: The Credit Card Transactions report shows the dollar value of all credit card transactions and their status in the system.
Credit Card Transactions Report Data:
Swiped – Dollar value of credit card transaction data collected by the POS
Unfinalized – Dollar value of credit card transactions where the data was collected but the order was not finalized. Typically this is due to servers not entering tips for the order or closing a bar tab.
Late – Dollar value of transactions swiped on a prior day and finalized today.
Tips – Total value of credit card tips entered for the day.
Surcharges – Dollar value of surcharges applied to credit payments by the restaurant. This is set up in Settings under Fees.
Undercharged – Dollar amount not authorized by the customer’s card. Typically this is due to insufficient funds. The system will try to get as much as it can from the card issuer in these cases.
Refunds – Dollar amount of credit refunds issued by the restaurant.
CRM Transactions
Summary: CRM transactions are house accounts closed on the POS to customers listed in the CRM database.
CRM transactions are enabled/disabled in Settings > Payment Settings
Customers still need to remit payment to the restaurant for CRM transactions
Invoicing and recording payment (or non-payment) by guests is the responsibility of the restaurant.
CRM Transaction Report Data:
Time – Time of the CRM transaction
Order ID – The unique ID assigned to the order that can be used in Order Search
Amount – Dollar value of the order closed to CRM transaction
Forename – First name of the guest as recorded in the CRM database
Surname – Last name of the guest as recorded in the CRM database
Email – Email address of the guest as recorded in the CRM database
Custom Products
Summary: The Custom Products report shows all custom products for the specified reporting period.
Custom Products are one-off products created on the POS, under the More button.
Custom Product Report Data:
Time – The time the custom product was entered
User – The staff member who created the custom product
Order ID – The unique ID assigned to the order that can be used in Order Search
Product – The name that was given to the custom product when created
Price – Price that was charged for the custom product when created
Discounted Orders
Summary: The Discounted Orders report shows all of the discounted orders for the specified period.
Discounted Orders Data:
Time – Time the discounted order was started
User – Name of the staff member who discounted the order
Order ID – The unique ID assigned to the order that can be used in Order Search
Discount Name – Name given to the discount when created in Promotions > Discounts
Discount % – Percent of the regular price that was discounted
Discount $ – Dollar value of the discount
Reason – If a note was entered for the reason, it is listed here.
Discounted Products
Summary: The Discounted Products report shows all of the discounted products for the specified period.
Discounted Products Data:
Time – Time the discounted order was started
User – Name of the staff member who discounted the product
Order ID – The unique ID assigned to the order that can be used in Order Search
Discount Name – Name given to the discount when created in Promotions > Discounts
Discount % – Percent of the regular price that was discounted
Discount $ – Dollar value of the discount
Reason – If a note was entered for the reason, it is listed here.
Discounts
Summary: The Discounts Report is a compilation of discounts, to help you track the frequency of use of discount presets and custom discounts.
To see specific instances of discount use view the Discounted Products Report and Discounted Orders Report, respectively.
Discounts Report Data:
Discount – Name of the discount preset as set in Promotions > Discounts or “Custom” if a preset was not used.
Times Used – Number of times this discount preset (or custom) was applied.
Total Discounted – Total dollar value of all the times the discount was applied.
Average Discount – Average amount discounted when discount was used.
Fees
Summary: The Fees report shows the application of fees set up on the POS.
For example delivery fees or other service fees. Fees are set up in Settings > Fees.
Report Data:
Fee – Name of the fee applied (e.g. Delivery Zone 1).
Count – The number of times this fee was applied to orders within the reporting period.
Amount – Total amount charged through this fee when applied to the orders in the reporting period.
Comps – The number of comps applied to orders which also had this fee applied.
Force Settled Orders
Summary: The Force Settled Orders report shows all of the force settled orders for the specified period.
Force settled orders are orders on the POS that were not able to be closed the usual way (after payment), typically due to user error. For example, after reopening an order that has already been paid.
Further research is required to determine if there was payment for the Force Settled order.
Search for the order ID in Order Search to view payments made on the order.
Report Data:
Time – Date and time the order was Force Settled.
User – Name of the POS user logged in when the order was Force Settled.
Order ID – Unique order ID number used to identify the Force Settled order.
Value – The dollar value of the order that was Force Settled.
Gift Card Activity
Summary: The Gift Card Activity Report shows gift card loads and redeems within the selected reporting period.
Gift Card Activity Report Data:
Time – Date and time the order using gift card payment was placed
Order ID – The unique ID assigned to the order that can be used in Order Search
Last Four – Last four digits of the gift card number for use in identifying the card
Type – The type of gift card activity performed. Load means money added to the card. Redeem means the card was used to make a purchase from the restaurant.
Amount – Dollar amount of the gift card activity.
Gift Cards
Summary: The Gift Cards Report is a compilation of your total gift card activity for the specified reporting period. If you need to see individual gift card transaction details, refer to the Gift Card Activity Report.
Gift Cards Report Data:
Restaurant – “This restaurant” row reflects the data for this restaurant. All Restaurants reflects all restaurants that share the same gift card database (allowing cards to be used across locations).
Active Cards (Start) – The number of active gift cards at the beginning of the reporting period.
Active Liability (Start) – The dollar amount of outstanding gift card liability at the beginning of the reporting period.
Load Count – The number of gift card loads within the reporting period.
Load Amount – The dollar amount of gift card loads within the reporting period, adding to your liability.
Redeem Count – The number of gift card redeems within the reporting period.
Redeem Amount – The dollar amount of gift card redeems within the reporting period, reducing your liability.
Net – The difference between gift card loads and redeems, in dollars.
Active Cards (End) – The number of active gift cards at the end of the reporting period.
Active Liability (End) – The dollar amount of outstanding gift card liability at the end of the reporting period.
Hourly Happy Hour
Summary: The Hourly Happy Hour Report is designed to help you see how happy hours promotions affect sales. Ideally, happy hours should bring in more guests and increase sales.
The report only shows the data from periods when happy hours were active.
Happy Hours are set up under Promotions > Happy Hours.
Hourly Happy Hour Report Data:
Hour – Each hour for the period in which happy hour was active.
Period Sales – Total dollar amount of gross sales of all products within this hour.
Qty – Quantity of individual product sales made within this hour
% of total – Percent of the total happy hour sales that were made within this hour.
Profit – Profit in dollars for sales, when product cost is entered for the products sold.
% of Profit – Percent of the total happy hour profits that were made within this hour.
House Transactions
Summary: House transactions are from orders on the POS closed to house accounts.
House accounts are created in Settings > House Accounts
Invoicing and/or recording payment (or non-payment) for House Accounts is the responsibility of the restaurant.
House Transactions Report Data:
Time – Date and time the order closed to the house account was created
Order ID – The unique ID assigned to the order that can be used in Order Search
Amount – Dollar amount closed to the house account
Name – Name of the house account used for the transaction
Ingredient Use – Cash
Summary: This report shows the value of your raw ingredients.
To see usage based on quantity of units use the Ingredient Use – Unit Report.
To use this report, ingredients with cost must be set up in Inventory > Ingredients
For ingredients to deplete with sales, ingredients need to be applied to products in Product Management > Menu Design.
To track ingredients use Inventory > Ingredients > Track
Report Data:
Ingredient – Name of the ingredient. (Add ingredients in Inventory > Ingredients)
Start – Starting value of ingredient at the beginning of the reporting period.
Used – Amount (in dollars) of the ingredient used within the reporting period.
Waste – Amount (in dollars) of waste that was entered for the ingredient in tracking.
Received – Amount (in dollars) received that was entered for the ingredient in tracking.
Adjust – Amount (in dollars) of adjustments that was entered for the ingredient in tracking.
End – Amount (in dollars) of the product in stock at the end of the reporting period.
Unit – Tracking unit for this ingredient
Ingredient Use – Unit
Summary: This report shows the value of your raw ingredients. To see usage based on dollar value of ingredients, use the Ingredient Use – Cash Report.
To use this report, ingredients must be set up in Inventory > Ingredients
For ingredients to deplete with sales, ingredients need to be applied to products in Product Management > Menu Design.
To track ingredients use Inventory > Ingredients > Track
Report Data:
Ingredient – Name of the ingredient. (Add ingredients in Inventory > Ingredients)
Start – Starting amount of the ingredient at the beginning of the reporting period.
Used – Number of units of the ingredient used within the reporting period.
Waste – Number of units of waste that was entered for the ingredient in tracking.
Received – Number of units received that was entered for the ingredient in tracking.
Adjust – Number of units entered as an adjustment in ingredient tracking.
End – Number of units in stock at the end of the reporting period.
Unit – Tracking unit for this ingredient
KDS Tickets
Summary: The KDS Tickets report allows you to view and quality-check the speed and progress of order tickets sent to the kitchen and received by the Rezku KDS app.
Use of the Rezku KDS app is required for this report
KDS Tickets Report Data:
Order ID – The unique ID assigned to the order that can be used in Order Search
Time – Date and time the order was sent to the kitchen/KDS
Item Count – The number of items on the ticket
Bumped – Timer indicating when the ticket was bumped
Done – Timer indicating when the ticket was marked “Done”
Expo Bump – Timer indicating when the ticket was bumped on the Expo KDS
Labor
Summary: The Labor Report shows you all the employees who have clocked in/out within the specified reporting period.
This report is often used for calculating employee payroll.
You can also access this report from Employees > Employee Timecards
Labor Report Data:
Name – Employee name
Position – Employee position (when configured in Employees > Manage Employees).
Regular – The number of regular hours worked within the specified reporting period.
OT – The number of overtime hours worked within the specified reporting period.
Dbl OT – The number of double overtime hours worked within the specified reporting period.
Earnings – Wage multiplied by the number of hours worked within the specified reporting period.
CC Tips – Credit card tips accrued within the specified reporting period.
Tips Paid – Credit card tips paid out from the POS in cash within the specified reporting period.
Cash Tips – Cash tips declared by the server on the POS at end of shift(s), within the specified reporting period.
Labor By Department
Summary: The Labor by Department Report is a compilation of labor data by department. If you want to see individual staff labor details, refer to the Labor Report.
Labor departments are set up in Employees > Employee Positions
For this report to have data, Employee Positions must be applied to individual employees with an hourly rate entered.
Labor by Department Data:
Department – Name of the department (Front of House, Back of House, Management).
Regular – Total number of regular hours for the department, within the specified reporting period.
OT – Total number of overtime hours for the department, within the specified reporting period.
Doubletime – Total number of double overtime hours for the department, within the specified reporting period.
Earnings – Total earnings for all department members, within the specified reporting period.
Labor by Position
Summary: The Labor by Position Report is a compilation of labor data by position. If you want to see individual staff labor details, refer to the Labor Report.
Labor positions are set up in Employees > Employee Positions
For this report to have data, Employee Positions must be applied to individual employees with an hourly rate entered.
Labor by Position Data:
Position – The name of the position, as configured in Employees > Employee Positions
Department – Name of the department (Front of House, Back of House, Management).
Regular – Total number of regular hours for the position, within the specified reporting period.
OT – Total number of overtime hours for the position, within the specified reporting period.
Doubletime – Total number of double overtime hours for the position, within the specified reporting period.
Earnings – Total earnings for all employees assigned to this position, within the specified reporting period.
Late Finalized Transactions
Summary: Late finalized transactions are credit card transactions that were not finalized the day they were authorized. The Late Finalized Transactions Report provides details about these transactions.
If internet access is unavailable for a day and Offline Mode is used, you may have a number of late finalized transactions.
Servers not entering tips on the day of the order can also create late finalized transactions.
It is useful to refer to this report if you are concerned about daily sales not matching daily transactions.
Sales are reported for the day the order was placed.
Transactions are reported for the day the order settled.
Late Finalized Transaction Data:
Order ID – The unique ID assigned to the order that can be used in Order Search
Amount – Dollar amount of the late finalized transaction
Charged – Amount confirmed charged and sent to the credit card processor
Swiped at – Date/time the credit card was swiped/dipped on the reader
Finalized at – Date/time the transaction was finalized
Modifier
Summary: The Modifier Report shows you the use of modifiers in your menu. This report is designed to help you understand which product configurations are the most popular and least popular in your restaurant.
Modifiers and modifier groups are created in Product Management > Modifiers
Modifier groups must be applied to products for this report to show data.
Modifier Report Data:
Group – The modifier group name that contains the modifier.
Modifier – The name of the modifier
Default – Whether the modifier is default for the product that was ordered with the modifier. For information on modifier defaults see help in Product Management > Modifiers.
Removed – Number of times the modifier was removed from the product when it was a default.
Selected – Number of times the modifier was added to the product when it was not a default.
Total Upcharge – Total dollar amount added to the price of products where this modifier was selected.
Multi-Day Orders
Summary: Multi Day Orders are orders which have been left open (no payment entered) for at least one additional day, and are not pickup orders scheduled for a future date. The Multi Day Orders Report provides details about these orders.
It is useful to refer to this report if you are concerned about daily sales not matching daily transactions.
Sales are reported for the day the order was placed.
Sales are reported for the day the order was placed.
Standard orders should not be left open on the POS for multiple days. After 4 days the orders will close automatically and become “canceled” orders.
If you want an order open for multiple days, change it to a scheduled pickup order on the POS.
Multi Day Orders Data:
Opened At – Date/time the order was started.
Closed At – Date/time the order was closed. (If it is not yet closed it will appear in the open orders report).
User – Name of the staff member who started the order.
Order ID – The unique ID assigned to the order that can be used in Order Search
Value – Dollar value of the order
Offline Transactions
Summary: The Offline Transactions Report shows details for credit card transactions that were performed using Offline Mode on the POS.
Internet access is required for the POS to communicate with the credit card processor.
When internet is unavailable you can utilize Offline Mode on the POS.
This will store credit transaction data and wait to transmit it when the internet becomes available again.
Back Office receives updates from the POS over the internet.
If your POS is currently offline you will not see live updates to this or any other reports in Back Office.
For a live view of offline transactions and their status, view the Offline Queue on the POS.
Offline Transactions Report Data:
Order ID – The unique ID assigned to the order that can be used in Order Search
Amount – Dollar value of the payment
Charged – Date/time the card was charged (data was sent to the credit card processor).
Swiped At – Date/time the card was swiped/dipped on the reader.
Open Orders
Summary: The Open Orders Report shows orders that are still open on the POS.
Open orders are orders which have not been marked as paid yet.
They could be open because the guest is still dining or has not yet paid.
Servers should close or transfer any open orders they have before leaving at the end of their shift.
Open Orders Report Data:
Time – Date/time the order was started.
User – The name of the server who started the order.
Order ID – The unique ID assigned to the order that can be used in Order Search
Value – The dollar value of the order.
Orders with Gratuity
Summary: The Orders with Gratuity provides details about orders that had gratuity added to them.
Gratuity is distinct from tips.
Tips are freely given by guests and belong to the servers
Gratuity is a house fee applied to orders and belongs to the restaurant
Orders with Gratuity Report Data:
Time – Date/time the order was started.
Server – Name of the server who started the order
Order ID – The unique ID assigned to the order that can be used in Order Search
Tables – The tables selected for the order from the POS on-screen layout.
Party Size – The size of the party as specified on the POS when the order was taken.
Order Total – Dollar value of the order.
% Gratuity – Percent of gratuity applied to the order.
Gratuity – Dollar value of the gratuity applied to the order.
Product Notes
Summary: The Product Notes Report provides you with all the product notes that were entered on the POS during the specified reporting period.
Product notes are entered on the POS and printed to the kitchen.
Typically these notes are used to make additional substitutions that could not be expressed through the use of modifiers.
Notes do not have an associated upcharge. This would require the creation of a custom product to add to the order.
Product Notes Data:
Time – Date/time the order was started.
Server – Name of the server who started the order
Order ID – The unique ID assigned to the order that can be used in Order Search
Product – Name of the product that was ordered
Price – Price of the product that was ordered
Note – A copy of the note that was entered for the product
Product Voids
Summary: The Product Voids report shows all of the product voids for the specified period.
A void is performed on the POS when the server removes an item from the order that has already been sent to the kitchen.
Product Voids Report Data:
Time – Date/time the order was started.
User – Name of the server who started the order
Override – If a manager’s PIN was required to perform the void, this manager’s PIN was used.
Order ID – The unique ID assigned to the order that can be used in Order Search
Product – Name of the product that was voided
Quantity – The quantity of the product that was voided
Price – Price of the product that was voided
Refunds
Summary: The Refunds report shows all of the refunds for the specified period.
Refunds are performed on the POS
Who can perform a refund is determined by permissions set in Employees > Employee Permissions
Refund Report Data:
User – The name of the server who performed the refund
Order ID – The unique ID assigned to the order that can be used in Order Search
Type – Refunds can be full or partial refunds (custom refunds)
Amount – Amount that was refunded to the customer
Reason – If a note was entered for the reason, it is listed here.
Time – Date/time the order was refunded
Sales by Category
Summary: The Sales by Category Report shows total sales for all products in the defined categories, within the specified period.
Categories are set up in Reporting > Product Categories
Products are assigned to categories in Product Management > Menu Design > [Product Name] > Edit Basics
Sales by Category Report Data:
Category – The name of the category as configured in Reporting > Product Categories
Count – The number of items in this category sold within the reporting period
Gross – Gross sales for the products in this category sold within the reporting period
Comps – Total comps for all products in this category sold within the reporting period
Discounts – Dollar value of product discounts for all products in this category sold within the reporting period
Order Disc – Dollar value of order discounts for all products in this category sold within the reporting period
Net – Net sales for all the products in this category sold within the reporting period
% Of Gross – Percent of total gross sales which is made up by products in this category
% Items Sold – Percent of total items sold which were products from this category
Sales by Day
Summary: The Sales by Day Report shows a snapshot of daily sales figures to compare between days.
Sales By Day Data:
Date – Date that the data on this row is displaying.
# of Orders – The total number of orders for the date
# of Items – The total number of items in orders for the date
Gross Sales – Gross sales for the date
Discounts – The dollar total of discounts for the date
Comps – The dollar total of comps for the date
Net Sales – The net sales for the date (Gross, less discounts and comps)
% of Total – Percentage of total sales within the selected reporting range that this day contributed.
Labor – Labor cost in dollars for the date
Food Cost – Total food cost in dollars for the date. Use of this feature requires food cost to be set per product in Product Management > Menu Design
Profit – Total profit in dollars for the date. Use of this feature requires food cost to be set per product in Product Management > Menu Design
Sales by Hour
Summary: The Sales by Hour report shows sales figures for each hour of the day.
When multiple days are selected for the reporting range the report will show merged data for each day/hour within the specified reporting range.
Sales by Hour Report Data:
Hour – The hour of the day that this row of the report is showing data for
# of Orders – Total number of orders started in this hour
# of Items – Total number of items added to orders in this hour
Discounts – Dollar value of all discounts applied to products and orders in this hour
Comps – Dollar value of all comps applied to products and orders in this hour
Sales – Dollar value of all sales in this hour
% – Percent of total sales for the specified reporting period that came from this hour
Labor – Dollar cost of labor for employees working in this hour. Employee wages must be entered in Employees > Manage Employees.
Food Cost – Dollar cost of products sold in this hour. Food cost must be entered for products in Product Management > Menu Design.
Profit – Dollar value of profits for this hour, calculated as Sales less Labor and Food costs.
Tips – Total credit card tips received by all tipped employees during this hour.
Gratuity – Dollar value of gratuity fees applied to orders made in this hour
Sales By Register
Summary: The sales by Register Report shows sales based on the POS station the order was entered on.
Registers do not necessarily have a cash drawer.
A register is defined as one of your active POS tablets.
Sales by Register Report Data:
Name – Name of the register this row of data is showing. Registers are named when you activate your POS app with Rezku Support.
Count – The number of transactions rung up on this register within the specified reporting period
Sales – Total sales for all orders closed on this register within the specified reporting period
Profit – Profit in dollars for the specified register. Calculated as gross sales minus food cost. (Food cost must be entered for products)
% of Sales – Percent of total sales for the reporting period that were made on this register.
% of Profit – Percent of total profit for the reporting period that were made on this register
Sales by Restaurant
Summary: For restaurant chains and owners of multiple restaurants, the Sales by Restaurant report provides a quick snapshot to compare business between locations.
When you have more than one location, use this report to compare data between them.
If you only have one location, this report will show data for just the single location.
Sales By Restaurant Report Data:
Restaurant – Name of the location this row shows data for
# of Orders – Total number of orders at this location within the specified reporting period
Sales – Gross sales for this location within the specified reporting period
% of Total – Percent of total sales across all locations this restaurant contributed
Labor – Total cost of labor for this location within the specified reporting period
Food Cost – Total cost of food for this location within the specified reporting period. Food cost must be added to products in Product Management > Menu Design
Profit – Profit for this location within the specified reporting period. Profit is Sales less Labor and Food Cost.
Sales by Source
Summary: The Sales by Source report shows sales based on the channel they came through (e.g. POS, Online).
If all sales come through a single source, only one source will be listed.
Report Data:
Source – Name of the source the order came through.
POS – Orders taken on the point of sale
Online – Orders received through Rezku’s online ordering portal
Subsource – The order type specified for the order (e.g. Delivery, Dine-In, Table, etc.)
Count – The number of orders that came through this source within the specified reporting period
Net – Net sales for this source within the specified reporting period
Percent – Percent of total sales within the specified reporting period that were contributed by this source
Sales by Tag
Summary: The Sales by Tag report shows sales for products within the reporting range that have the same tag.
Tags are set up and applied to products under Reporting > Product Tags
Report Data:
Tag – Name of tag as configured in Reporting > Product Tags
Count – Number of products with this tag sold within the specified reporting period
Gross – Gross sales for products with this tag sold within the specified reporting period
Comps – Dollar value of comps for products with this tag sold within the specified reporting period
Discounts – Dollar value of product discounts for products with this tag sold within the specified reporting period
Order Disc – Dollar value of order discounts for products with this tag sold within the specified reporting period
Net – Net sales for products with this tag sold within the specified reporting period. Calculated as Gross Sales less Comps, Discounts and Order Discounts
Sales by User
Summary: The Sales by User Report provides a snapshot of each server’s sales within the specified reporting period.
Report Data:
Name – Name of the server this row of data is for
# of Orders – Total number of orders started by the user within the specified reporting period.
Discounts – Dollar value of discounts entered by the user within the specified reporting period.
Comps – Dollar value of comps entered by the user within the specified reporting period.
Sales – Dollar value of gross sales entered by the user within the specified reporting period.
% of Total – Percent of contribution to the total sales within the specified reporting period provided by this user.
Sales Exception by User
Summary: The Sales Exception by User report shows each server’s sales exceptions Within the specified reporting period.
Permission to perform sales exceptions are managed in Employees > Employee Permissions
Report Data:
Name – Name of the server the data on this row is for
Comps – Dollar value of comps for this user during the specified reporting period
Refunds – Dollar value of refunds for this user during the specified reporting period
Discounts – Dollar value of discounts for this user during the specified reporting period
Canceled – Dollar value of canceled products for this user during the specified reporting period
Taxes
Summary: The Tax Report shows how much you have collected in taxes during the specified reporting period.
Taxes are set up in Product Management > Product Taxes
You can enter multiple taxes into the system and each one will track separately in the report
Some states require taxes to be paid on the pre-discounted price of a product.
In Settings > Product Tax Settings you can choose to calculate the tax using the discounted price. The difference in tax when this is enabled is listed in the report as "Untaxed Discounts".
Report Data:
Tax – Name of the tax as configured in Product Management > Product Taxes
Sales – Gross sales of all products sold within the specified reporting period
Untaxed Discounts – The amount of tax not charged when discounting products, when enabled in Settings > Product Tax Settings.
Taxable Sales – Sales of all products selected for the named tax in Product Tax settings
Tax Collected – Total tax collected for this tax rule for the specified reporting period
Tips
Summary: The Tips Report shows all tips received by employees within the specified reporting period.
Although many restaurants remit gratuity to servers, because gratuity is a house service charge and not tips, it is not reflected in this report.
Report Data:
Name – Name of the server this row of data is for
Card Tips – Total credit card tips on orders given to this server within the specified reporting period
CRM Tips – Total CRM transaction tips on orders given to this server within the specified reporting period
GC Tips – Total gift card tips on orders given to this server within the specified reporting period
External Tips – Total tips on orders paid with an external payment type given to this server within the specified reporting period. External payment types are added in Settings > Payment Settings
Total Tips – Total tips on orders given to this server within the specified reporting period
Tips Paid – Total dollar amount of tips paid out to servers from the cash drawer at the end of their shift
Declared Tips – Total dollar amount of tips declared by servers when closing their shift
Gratuity – Total dollar amount of gratuity fees added by the restaurant to this server’s orders
To-Go Sales
Summary: The To-Go Sales Report shows sales for all of your To-Go orders. This includes and pick-up and delivery order types.
When orders are entered into the POS, if an order is “To-Go” it is determined by the order type.
First-party online and third party online orders come in as online pickup or online delivery and are To-Go orders.
Report Data:
Order ID – The unique ID assigned to the order that can be used in Order Search
Source – Name of the source the order came through.
POS – Orders taken on the point of sale
Online – Orders received through Rezku’s online ordering portal. Online ordering is enabled under Online ordering > Online Ordering Settings.
Subsource – The order type specified for the order (e.g. Delivery, Dine-In, Table, etc.)
First Name – First name of the guest as entered into the CRM database
Last Name – Last name of the guest as entered into the CRM database
Time – The time the order was created
Net Sales – Net sales for the order. Net Sales calculated as Gross Sales less discounts and comps.
Gross Receipts – Gross Sales for this order.
Top Products
Summary: The Top products report shows the top products sold during the specified reporting period. This report helps you see which products are the most popular, as well as the most profitable.
Report Data:
Product – The name of the top product this row of data represents
Quantity – The quantity of the product sold within the reporting period
Sales – Dollar amount of gross sales for the product within the specified reporting period
Profit – Dollar amount of profit for the product within the specified reporting period. Cost must be entered for the product in Product Management > Menu Design.
Percent of Sales – Percent of total sales for the reporting period contributed by this product
Percent of Profit – Percent of total profit for the reporting period contributed by this product
Top Servers
Summary: The Top Servers Report shows your top 5 servers based on sales. This report helps you see who on your team is the most productive.
Hourly rate must be entered for the employees in Employees > Manage Employees for this report to display data accurately.
Report Data:
Name – Name of the server this row is showing data for
Net Sales – Net sales for the server within the specified reporting period. Net Sales is Gross Sales for the server, less comps and discounts.
Tips – Total tips entered for the server within the specified reporting period
Labor Cost – The dollar cost of labor for this server. Calculated as the server’s rate of pay multiplied by the number of hours worked within the specified reporting period.
Net Value Added – The dollar value added by the server. Calculated as Net sales less Labor Cost within the specified reporting period.
Transaction Voids
Summary: The Transaction Voids Report shows occurrences of transaction voids on the POS.
Transaction voids are different than refunds and are performed on the checkout screen.
Transaction voids are typically used after an oder has been reopened and an update needs to be made to the payment.
For example, an additional item needs to be added to the order or the wrong credit card was used to close a check.
Transaction voids are non-reversible. Payment cards must be presented again.
Report Data:
Time – Date/time the transaction void occurred.
User – The name of the server who performed the transaction void
Override – If a manager’s PIN was required to perform the void, this is the manager’s PIN that was used.
Order ID – The unique ID assigned to the order that can be used in Order Search
Type – The payment type that was voided (e.g. Cash, Credit, Gift Card)
Amount – Dollar amount for the transaction that was voided.
Transactions
Summary: The Transactions report shows the total transactions within the specified reporting period, for each payment type configured on the system.
Available payment types are configured under Settings > Payment Settings
Keep in mind that data in this report is based on daily transactions.
If you have concerns about why daily sales don’t match daily transactions, please refer to the Order Exceptions dashboard to quickly view multi-day orders, late finalized transactions etc.
Report Data:
Category – The name of the payment type for the data on this row (e.g. Cash, Credit, Gift Card)
Count – The number of transactions using this payment type within the specified reporting period
Sale – Total sales for this payment type, within the specified reporting period
Tip – Total tips for this payment type, within the specified reporting period
Surcharge – Total surcharges (fees) applied to transactions by the restaurant for this payment type, within the specified reporting period. Fees are configured in Settings > Fees.
Refund – Total refunds for this payment type, within the specified reporting period
Total – Transaction total for this payment type, within the specified reporting period. Calculated as Sales plus tips and surcharges, less refunds.
% of Sales – Percent of total sales across all payment types within the specified period, that were contributed by this payment type.
Variants
Summary: The Variant Report shows how often a variation is picked across all products that used that variant.
A typical use of variants is to set the size of products (e.g. Small, Medium, Large)
Variants are used to set the product price based on variation (i.e. size ordered)
Report Data:
Group – Name of the variant group the selected variant is part of
Variation – Name of the selected variant
Selected – Number of times this variant was selected
Total Sales – Dollar contribution from of all times this variation was selected.
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