Introduction: This article will provide additional details for understanding Summary Reports on your iPad.
You'll be able to pull up your summary report from the "Reports" area in the Register app. This will give you an overview of revenue for the day. It includes payment totals split by cash, credit, and check. It also shows employee receipt totals showing a number of receipts, revenue totals, and tips. To start :
Step 1: From the main Register, tap on “Dashboard” ⇨ “Reports”.
Step 2: Tap on the report selection on the top, and make sure "Summary" is selected. You can also print the report by tapping on the printer icon on the top right.
You can view a specific employee, date, or shift.
|The total amount of Guest recorded in the Guest field in talech Register|
|Receipts||Total number of receipts processed|
|Guest Per Receipt (Restaurant)||Guest count divided by Receipt numbers|
|Gross Revenue||Total Revenue collected. (Excludes taxes, discounts, Loyalty, etc)|
|Discounts||The total dollar amount of Discounts value given|
|Loyalty||The total dollar amount of Loyalty value redeemed|
|Refunds||The total dollar amount returned from Refunds processed (Store Credit not included)|
|Store Credit Issued||The total value of Store Credit issued for the day/shift|
|Net Revenue||Gross Revenue minus Discounts, Loyalty, Refunds, and Store Credit|
|Service Charges||Total dollar amount collected for all Service Charges|
|Tax||Total dollar amount collected for all Taxes charged|
|The total dollar amount of all Credit Card tips collected (for all combined employees during the day or shift)|
|Gift Cards||Number of Gift Cards sold/activated (in the brackets) and total dollar amount|
|Remaining Store Credit Balance||The total dollar amount of Store Credit that exists in your store (per location)|
|Voids||Break down of void transactions for the day/shift. Includes Employee who performed the Void. Void total. Void dollar amount|
|Taxable Revenue||The total dollar amount of revenue collected that is taxed|
|Non-taxable Revenue||The total dollar amount of revenue collected that is not taxable (Ex: Services products)|
|Tax Names||Name of tax (Useful especially for stores with multiple taxes). Tax amount collected. The total dollar amount of taxable revenue per tax|
|Split By Payment Type||
|Split By Card Type||
|Revenue By Order Type||
|Receipts by Employee||
|Payments Processed By Employee||Breaks down each employee payment type. Total dollar amounts collected for Cash, Credit, Check, Gift Cards, Store Credit, and Other. Totals down at the bottom.|
|Split By Category||Breaks down each category and modifier list that generated sales during the day/shift. Includes total dollar amount for Gross Revenue, Discounts are given, refunds processed, total net revenue collected, and the net quantity of items sold from that category|
|Split By Service Charge||Name of service charges applied, the total dollar amount of sales, refunds, tax collected, and total quality of service charges collected during the day/shift|
|Split by Tags||Breaks down each tag group that generated sales during the day/shift. Includes total dollar amount for Gross Revenue, Discounts are given, net tax, total net revenue collected, and the net quantity of items sold from that tag group.|
|Cash Balance||The total dollar amount for cash sales, cash refunds, drops, pay-ins, and payouts recorded during the day/shift|
|Tips By Employee (Restaurant/Service)||Break down of each employee that generated tips during their shift. The total dollar amount of tips collected, tips withheld (based on your Tips Withheld configuration under Settings), the total dollar amount of tips due|