Sample Activity Report

Purpose

A sample Activity Report and description of the fields are shown below.

Note: The sample report may differ from the actual report. The options used to configure the report will determine the actual output of the report.

Figure 8.11 Sample Activity Report

Focus Cafe

Activity Report Page 1

3/13/200X 2:51:23 PM

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DAYS 3/13/0X - 3/13/0X

TIME 8:00 AM – 11:00 PM

STATION Term1

REVENUE CENTER Restaurant

ORDER TYPE Dine In

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I N V E N T O R Y C O U N T S

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Beg Add End Qty Qty Over/

Item Qty Qty Qty Used Sold Short

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Red Bull

34 0 34 0 0 0

Red Bull SF

15 0 14 0 0 -1

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S U M M A R Y

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Labor (Cost, %) 134.00 11.69

Average Check 7 28.46

Average Guest 12 16.60

Average Time 0:47:25

Voids 2 4.50

50% Disc 1 -11.12

15%Coupon 1 -1.73

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Discounts 2 -12.85

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S A L E S A N D T A X E S

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Liquor 13 58.00

Beer 1 2.25

Food 16 138.95

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Total 30 199.20

To Go 10.00

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Subtotal 209.20

Inclusive Tax 0.00

Subtotal Disc 0.00

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Net Sales 209.20

Sales Tax 11.46

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Total Tax 11.46

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Total Sales 220.66

Paid Outs -9.95

Paid Ins 4.87

Gift Cards 20.00

CC Tip Fee 0.00

Refunds -23.45

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TOTAL ACCOUNTABLE 202.13

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P A Y M E N T S U M M A R Y

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Gross Cash 7 210.80

Paid Outs 1 -9.95

Advances 1 -20.00

CC Tip Fee 0.00

Tips Paid Out 0.00

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Net Cash 200.85

House Account 0 0.00

Master Card 0 0.00

Visa 2 -3.65

Amex 0 0.00

Discover 0 0.00

Gift Cert 0 0.00

Check 0 0.00

Diners Club 0 0.00

Gift Card 0 0.00

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TOTAL PAYMENTS 197.20

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R E F U N D S

Name Time Amount

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Visa 13:05 -23.45

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O P E N C H E C K S

Employee Chk # Total Balance

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Installer I. 8 4.93 4.93

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Total 4.93 4.93

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M I S S I N G T I P S

Employee Chk # Amount

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Installer I. 6 19.80

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P A I D O U T S

Name Invoice Amount

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Employee Adv 9.95

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P A I D I N S

Name Amount

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Change Due 4.75

VChange Due -4.75

Change Due 4.87

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D R O P S

Dropped To Amount

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SUSANA -100.00

Dropped By Amount

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Installer I. 100.00

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O P E N L O G I N S

Name Time Date

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Server (2)

Becky B. 10:50 03/13

SUSANA 11:04 03/13

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Figure 8.11.1 Heading Fields

Field

Description

Date/Time

The Date and Time the report was generated.

EMPLOYEE

The Employee Name is displayed if an Employee has been selected or the user does not have the ‘Report > Checkout Report > Access Other’s Reports’ Job Right’.

Time Card

Note: The following fields are displayed if a Time Card is selected.

JOB	The Job the Employee worked.
TIME	Clock In Date, Clock In Time, Clock Out Date, Clock Out Time.
TOTAL TIME	The number of hours worked for the Time Card.
Adjustment Field 1	The Amount of Adjustment Field 1. Note: This field only displays if a value is established in Miscellaneous > General > Timekeeping > Adjustments > 1.
Adjustment Field 2	The Amount of Adjustment Field 2. Note: This field only displays if a value is established in Miscellaneous > General > Timekeeping > Adjustments > 2.
Adjustment Field 3	The Amount of Adjustment Field 3. Note: This field only displays if a value is established in Miscellaneous > General > Timekeeping > Adjustments > 3.
Adjustment Field 4	The Amount of Adjustment Field 4. Note: This field only displays if a value is established in Miscellaneous > General > Timekeeping > Adjustments > 4.
DRAWER	The Cash Drawer Station Name and Drawer Number assigned to the Employee. Note: Each Drawer assigned to the Employee will appear on a separate line.

DAYS

The Date range for the report. Note: This field is not displayed if an Employee is selected.

TIME

The Time range for the report. Note: This field is not displayed if an Employee is selected.

STATION

The Station used to filter the report. Note: This field is not displayed if an Employee is selected.

REVENUE CENTER

The Revenue Center used to filter the report. Note: If an Employee and Time Card is selected then the Revenue Center of the Time Card is displayed.

ORDER TYPE

The Order Type used to filter the report. Note: This field is not displayed if an Employee is selected.

The Inventory Counts Section compares the quantity of an Inventory Item used with the quantity sold to determine the variance (Over/Short).

Figure 8.12 Inventory Counts Section Fields

Field	Description
Item	The Inventory Item Name.
Beg Qty	The number of Units in stock before the shift.
Add Qty	The number of Units added to stock during the shift.
End Qty	The number of Units in stock at the end of the shift.
Qty Used	The number of Units used during the shift (End Qty minus Beg Qty plus Add Qty).
Qty Sold	The number of Units ordered during the shift.
Over/Short	Qty Used minus Qty Sold.

Figure 8.12 Summary Section Fields

Field

Description

Labor (Cost, %)

Labor Cost	The Labor Cost including Overhead.
Labor %	Labor Cost divided by Net Sales displayed as a percentage.

Average Check

Units	The number of checks.
Amount	Report Group Total Sales divided by number of checks.

Average Guest

Units	The number of guests.
Amount	Report Group Total Sales divided by number of guests.

Average Time

The average time a check was opened.

Voids

Units	The number of Menu Items Voided.
Amount	The Total Void Amount.

No Sale Count

Note: This field is only displayed if a Time Card is selected.

The number of times the cash drawer was opened with the Open (Drawer) Command.

Error Correct Count

Note: This field is only displayed if a Time Card is selected.

The number of Menu Items (not including modifiers) deleted from a guest check.

Drawer Opens

Note: This field is only displayed if the Drawer Opens Section is enabled.

The number of times the cash drawer was opened longer than Threshold (Seconds).

Individual Discounts

Name

The Discount Name.

Units

The number of times the Discount was applied.

Total

The Total amount of the Discount.

Discounts

Units	The Total Units for all Discounts.
Total	The Grand Total amount of all Discounts.

Figure 8.13 Sales and Taxes Section Fields

Field

Description

Report Group Units and Sales

Name	The Report Group Name.
Units	Report Group Units sold.
Sales	Report Group Sales. Note: Item Discounts reduce Report Group Sales.

Total (Report Group Totals)

Units	Total Report Group Units sold.
Sales	Total Report Group Sales.

Order Type Charges

Name	The Order Type Name.
Sales	The Order Type Charge Amount. Note: Item Discounts reduce Order Type Charges.

Subtotal

Total (Report Group Sales) plus Total Order Type Charges.

Inclusive Tax

Total Inclusive Tax Amount.

Subtotal Disc

Total Subtotal Discount Amount.

Net Sales

Subtotal plus Inclusive Tax plus Subtotal Disc.

Taxes

Name	The Tax Name.
Amount	The Tax Amount.

Total Tax

The Total Tax Amount.

Total Sales

Net Sales plus Total Tax.

Paid Outs

The Paid Outs total.

Paid Ins

The Paid Ins total.

Gift Cards

The Total Gift Card Sales (Activations and Increments).

Retained Tips

The Tip Amount for all Non Cash Payments. Note: This field is only displayed if the “Retain Tips” Option is enabled in Miscellaneous > General > Timekeeping >Retain Tips.

CC Tip Fee

The Total Tip Fee collected for all Payments.

Retained Tip Pool

The Total of all Tip Pools. Note: This field is only displayed if a Time Card has been selected.

This field only displays if the ‘Activity Report Options > Sections > Retained Tip Pool’ is enabled.

Drops

The total dollar amount of all Drops.

Refunds

The Total Refund Amount.

Total Accountable

Total Sales plus Paid Outs plus Paid Ins plus Retained Tips plus CC Tip Fee plus Retained Tip Pool plus Drops plus Refunds.

Figure 8.14 Payment Summary Section Fields

Field

Description

Gross Cash

Units	The number of cash payments received.
Amount	The Total amount of cash collected from all payments minus cash tips minus change back.

Paid Outs

Units	The number of Paid Outs.
Amount	The Paid Outs Total.

Advances

The total dollar amount of all Advances.

Drops

The total dollar amount of all Drops.

CC Tip Fee

The Total Tip Fee collected for all Payments.

Tips Paid Out

The Tip Amount for all Non Cash Payments. Note: This field is only displayed if the Miscellaneous > General > Timekeeping >Retain Tips > Pay Out Tips option is selected.

Retained Tip Pool

The Total of all Tip Pools. Note: This field is only displayed if a Time Card has been selected.

This field only displays if the ‘Activity Report Options > Sections > Retained Tip Pool’ is enabled.

Net Cash

Gross cash plus Paid Outs plus Advances plus Drops plus CC Tip Fee plus Tips Paid Out plus Retained Tip Pool.

Non Cash Payments

Name	The Payment Name.
Units	The number of times the Payment was applied.
Amount	The Total amount of the Payment.

TOTAL PAYMENTS

Net Cash plus Non Cash Payments.

Figure 8.15 Gratuities Sections Fields

Note: This section is only displayed if a Time Card has been selected.

Field

Description

Declared Tips

The Tips the user declared when they clock out.

Tipped Sales

The total of all Order Type Sales that are tipped as well as the Order Type Charges for those sales. Discounts do not reduce Order Type Sales and thus do not reduce Tipped Sales.

Tip % of Tipped Sales

Tipped Sales multiplied by the percent defined in Miscellaneous > General > Timekeeping > Tip %.

Cash Tips

The tips entered on cash Payments that the employee has received.

Charge Tips

The tips entered on all non cash Payments that the employee has received.

CC Tip Fee

The Tip Fee on all tips that the employee has received.

Net Charge Tips

Charge Tips minus CC Tip Fee.

Tips Owed To:

Name	The Employee that the report’s selected Employee owes tips.
Amount	The Amount the report’s selected Employee owes. Note: The Amount is Net of the CC Tip Fee.
Total Tips Owed by Me	The Amount the report’s selected Employee owes all employees.

Tips Owed By:

Name	The Employee that owes tips to the report’s selected Employee.
Amount	The Amount the employee owes to the report’s selected Employee. Note: The Amount is Net of the CC Tip Fee.
Total Tips Owed to Me	The Amount all employees owe to the report’s selected Employee.

Note: The Detailed Payment Section only displays when an Employee is selected.

Figure 8.16 Payment Detail Section Fields

Field

Description

Payment Name

The Name of the Payment for all Non Cash Payments. Note: Cash Payments (i.e., $5, $10, $20, etc.) are grouped together and displayed as the Payment Name ‘Cash’. Cash Payments are only displayed on the report if the Activity Report Option ‘Include Cash Payment’ is enabled.

Chk #	The Check and Seat number associated with the Payment. Note: A Paid In will display “Paid In” and a Refund will display “Refund” in this field. A “V” in this field denotes the Payment has been Voided.
Amount	The amount of the Payment.
Tip	The tip amount for the Payment.
Total	The Amount plus Tip.

CC Total

Amount	The Total credit card Payment Amount.
Tip	The Total credit card Top Amount.
Total	The Total credit card Amount plus Total CC Tip Amount.

If an Employee enters a Starting Bank or Declares Cash at Clock Out, the Cash Detail Section is displayed.

Figure 8.16.1 Cash Detail Section Fields

Field	Description
Declared Cash	The amount of cash the Employee Declared at clock out.
Net Cash	Gross cash plus Paid Outs plus Advances plus Drops plus CC Tip Fee plus Tips Paid Out plus Retained Tip Pool.
Starting Bank	The amount of cash the Employee entered for the cash drawer’s Starting Bank.
Over/Short	Declared Cash minus Net Cash minus Starting Bank. Note: If the drawer is short, the word “Short” is enclosed in [ ]’s (i.e., Over/[Short] -1.76)

Figure 8.14 Refunds Section Fields

Field	Description
Name	The Payment Type associated with the Refund.
Time	The Time the Refund occurred.
Amount	The Amount of the Refund.

Figure 8.14 Open Checks Section Fields

Field

Description

Open Check

Employee	The Nickname of the Employee associated with the open check.
Check #	The Check # of the open check.
Total	The Total amount of the open check.
Balance	The Balance Due on the open check.

Total

Total	The Total amount of all open checks.
Balance	The Total Balance Due of all open checks.

Figure 8.14 Missing Tips Section Fields

Field

Description

Missing Tip

Employee	The Nickname of the Employee associated with the Payment that is missing a tip.
Check #	The Check # that contains the Payment with the missing tip.
Amount	The Amount of the Payment of the check with the missing tip.

Figure 8.14 Paid Outs Section Fields

Field

Description

Paid Out

Name	The Name of the Paid Out.
Invoice	The Invoice Number associated with the Paid Out.
Amount	The Amount of the Paid Out.

Figure 8.14 Paid Ins Section Fields

Field

Description

Paid Ins

Name	The Name of the Paid In. Note: A “V” in front of the Paid In Name indicates the Paid In was Voided.
Amount	The Amount of the Paid In.

Note: The tip pool section is only displayed if the report is filtered by Time Card.

Figure 8.20 Tip Pool Section Fields

Field	Description
Name	The name of the Tip Pool.
Amount	The amount the Employee paid into the Tip Pool.

Figure 8.14 Drops Section Fields

Field

Description

Dropped To

Name	The Drop recipient.
Amount	The Amount of the Drop received.
Total	The Total Dropped To Amount.

Dropped By

Name	The employee that initiated the Drop.
Amount	The Amount of the Drop relinquished.
Total	The Total Dropped By Amount.

Note: Only Drawer Opens longer than the number of seconds defined in Activity Report Setup > Drawer Opens > Threshold (Seconds) will appear on the report.

Figure 8.26 Drawer Opens Section

Field

Description

Open Time

The time the drawer was opened.

Name

The Name of the cash drawer that was opened.

Activity

Gift/Cd	The drawer was open as a result of a Gift Card Purchase.
Paid In	The drawer was open as a result of a Paid In.
Refund	The drawer was open as a result of a Refund.
Paid Out	The drawer was open as a result of a Paid Out.
Drop	The drawer was open as a result of a Drop.
No Sale	The drawer was open as a result of a No Sale (Open (Drawer) Command).
Ck #	The Check # associated with the Payment received.

Time(Secs)

The number of seconds the drawer was open.

Note: This section is not displayed if an Employee is selected.

Figure 8.14 Open Logins Section Fields

Field

Description

Job

The Job Name with Open Logins.

Open Logins

The number of Open Logins is displayed to the right of the Job in ( ).

Employee	The Nickname of the Employee that is clocked in.
Time	The Time the employee clocked in.
Date	The Date the employee clocked in.

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