Analytics is Appetize’s flagship reporting suite offering revenue and audit reports to clients in any environment (Classic or Enterprise) on any platform (Classic or X). These reports are available at a venue-level or corporate-level and typically update data every 10-15 minutes. In addition, these reports account for different back office configurations such as nested mods and reductions.
See our Report Mapping for more information on how old reports map to Analytics reports.
Report Catalog
Revenue
Column Dictionary
| Name | Calculation | Example |
|---|---|---|
| Gross Sales | Subtotal - Inclusive Tax | $6.00 - $0.30 = $5.70 |
| Subtotal | Item Price * Quantity Sold | $2.00 * 3 = $6.00 |
| Refunds | Total Refunds ($) | $0.00 |
| Total Discounts | Total Discounts ($) | $-1.00 |
| Net Sales | Subtotal - Inclusive Tax - Refunds - Total Discounts | $5.70 - $0.00 - $-1.00 = $4.70 |
| Total Tax | Inclusive + Exclusive Tax | $0.30 (inc.) + $0.25 (exc) = $0.55 |
| Tips | Total Tips ($) | $0.90 |
| Fees | Total Fees ($) | $0.00 |
| Total | Net Sales + Total Tax + Tips + Fees | $4.70 + $0.55 + $0.90 + $0.00 = $6.15 |
All Orders
The All Orders report displays a detailed breakdown of orders by order ID, venue, vendor, order status, method of tender, and date time. Total represents the total amount paid and should correlate with the total found on Sales by Item. This report is most often used to validate order-level details or used to validate against other reports.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Cash Management
The Cash Management report displays a detailed breakdown of all cash actions performed in the cash management module for a given date range. Details include POS cash sales, cash paid in, cash paid out, expected and deposited cash, and over/short amounts. This report is most often used to monitor bank drops, cash pickups, and other cash operations by individual employees.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Discounts
The Discounts report displays a detailed breakdown of discounts by discount name, vendor name, category, item name, user name, and terminal ID. Total discounts is calculated by item-level discounts (plus) cart-level discounts. This report is most often used to review total discounts by user or item at end-of-day.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Open SKU
The Open SKU report displays a breakdown of items that have the 'Open Item' setting enabled in Connect. The item will prompt a cashier to input price, name, and SKU and if the item is not found, management can identify and add missing items accordingly. This report breaks down these items by vendor name, category, item name, user name, terminal, and hour. This report is most often used to identify items that have not been assigned to the vendor.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Refunds
The Refunds report displays a detailed breakdown of refunded transactions by primary category, item name, vendor name, user name, and terminal ID. The refunded amount is calculated by the price of the item (times) the quantity refunded. This report is most often used to review refunds by item or vendor at end-of-day.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Revenue
The Revenue report displays a detailed breakdown of payments by method of tender, vendor name, user name, and terminal ID. Total represents the total amount paid and should correlate with the total found on Sales by Item. This report is most often used to review payment types, tips and fees, or collected taxes by vendor or user at end-of-day.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Sales by Hour
The Sales by Hour report displays a detailed breakdown of sales by hour by primary category, item name, vendor name, user name, and terminal ID. Total is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review totals sales by item or vendor at end-of-day.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Sales by Item
The Sales by Item report displays a detailed breakdown of sales by primary category, item name, vendor name, user name, and terminal ID. Total sales is calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review totals sales by item or vendor at end-of-day.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Sales by Tax Name
The Sales by Tax Name report displays a detailed breakdown of items sold and associated taxes. Total tax includes inclusive tax (plus) exclusive tax. This report is most often used to review taxes that have been correctly applied to item sales.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Tax Exempt
The Tax Exempt report displays the total tax exempt amount by vendor, user, reason code, tax exempt id, and order id. Tax exemptions are set up in Connect, but cannot be configured per item. The report is most commonly used to review total tax exempt amount or total tax exempt orders for financial reporting.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Audit
Electronic Journal
The Electronic Journal displays keystrokes performed by users broken down by vendor, user name, role, manager, and terminal. This report is most often used to identify abnormal behavior by an employee by monitoring actions such as applying discounts or opening cash drawer.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Loss Prevention
The Loss Prevention report is used to identify abnormal activities such as excessive refunds, discounts, or cash drawer openings. This report breaks out each action by vendor, terminal, and user by hour. This report is most often used to quickly identify abnormalities in user actions to improve loss prevention.
- Refresh: 10-15 minutes
- Export: CSV, XLSX, PDF, IMG
Tax Configurations
The Tax Configurations report displays all taxes configured in the back office and a breakdown of codes, types, and rates. This report is most often used to audit active tax configurations.
- Refresh: 5-10 minutes
- Export: CSV, XLSX, PDF, IMG
User Configurations
The User Configurations report displays all users and permissions sets set up in the back office. This report is most often used to review user configurations and associated permission set configurations.
- Refresh: 5-10 minutes
- Export: CSV, XLSX, PDF, IMG
Vendor Group Configurations
The Vendor Group Configurations report displays all vendor group configurations set up in the back office and a breakdown of vendors associated with them. This report is most often used to audit active vendor group configurations.
- Refresh: 5-10 minutes
- Export: CSV, XLSX, PDF, IMG
Inventory
Category Recap
Coming soon!
Cost of Goods
The COGS report displays a breakdown by item of Gross profit determined by subtracting the cost of units sold from inventory sales.
This report is most often used to analyze profit margins for items, based on inventory sales.
Inventory Reconciliation
This Inventory Reconciliation report displays details of inventory movement and any variances that occurred between True Up Counts for a given period.
The report is often used to ensure inventory accuracy and determine variances for a given financial period and their related cost.
Inventory Valuation
This report is used to view the value of your inventory on hand quantity by item, broken down by GL Account or category for each warehouse and vendor where inventory is tracked.
This report is often used to determine inventory levels and provide periodic inventory value for financial reporting.
Par Level Configurations
This is a listing report of inventory items and their par level restock setup for each location(vendor) that is assigned.
The report is used to help manage par restock levels for vendors.
Purchase Orders
This report shows details of purchase orders made during a given period of time, by distributor, category or item.
This report is often used to track items and quantity ordered, delivery and supplier invoice matching for Accounts Payable reconciliation.
Recipe List Configurations
This is a listing report for how recipe items are built for inventory tracking.
The report is most often used to determine ingredient level item mix of recipe items.
Revenue Reconciliation
Coming soon!
Spoilage
The Spoilage report displays a breakdown by item of waste and comps recorded on standsheets for a given event or period.
The report is most often used to analyze and account for item usage not directly related to sales.
Standsheets
The Standsheets report displays a detailed breakdown of inventory counts and transfers used to determine inventory units sold, compared to POS units sold.
This report is most often used to review inventory count variances for a given event or period.
Stock Request Form
The Stock Request Form displays quantity on hand for inventory items by vendor and associated par level information.
This report is used for inventory requisitions by stand managers in preparation for an upcoming event.
Transfers
A transfer is when inventory is moved from one location to another, e.g from a Warehouse to a vendor. This report shows details of transfers generated during a given period of time, by status, category or item.
The report is often used to track items and quantity transferred and their associated value based on item cost.
True Up Count Variance
This report shows details of inventory quantity variances and is often used after a True Up Count has been completed for a given event.
The report allows users to easily identify items that may not have been counted correctly so that a recount can be requested.
Units Sold Recap
The Units Sold report displays a detailed breakdown of item sold based on the chargeable item counts on standsheets for a given event or period.
The report is most often used to analyze performance of sold items by revenue center, based on inventory sales.
Comments
0 comments
Article is closed for comments.