System Financial (Add-On Tax)
Operations performance report that shows sales and operations data.
Description
The System Financial report is an operations performance report that consists of grids and tables that show financial metrics by location. This report is for restaurants with add-on taxes.
Permission: Sales and Operations.
Report Tags
Simphony, Add On Tax, Table Service, and Quick Service.
Business Date and Time
Visualization: Grid.
Permission: Sales and Operations.
Table 4-86 Business Date and Time
| Category | Data Format | Description |
|---|---|---|
|
Start Date and Time |
Date and time |
Start day and time |
|
End Date and Time |
Date and time |
End day and time |
Sales Metrics
Visualization: Multi-grid.
Permission: Sales and Operations.
Table 4-87 Sales Metrics
| Category | Data Format | Description |
|---|---|---|
|
Net Sales |
Currency |
Monetary amount of net sales |
|
Service Charges |
Integer and currency |
Number and monetary amount of service charges |
|
Tax Collected |
Currency |
Monetary amount of tax collected Drills down to Taxes |
|
Total Revenue |
Currency |
Monetary amount of total revenue |
|
Non-Revenue Service Charges |
Integer and currency |
Number and monetary amount of non-revenue service charges |
|
Discounts |
Integer and currency |
Number and monetary amount of discounts |
|
Credit Total |
Currency |
Monetary amount of credit total |
|
Change in Grand Total |
Currency |
Monetary amount of additions to the grand total, which begins on the first day of operations |
|
Grand Total |
Currency |
Monetary amount of grand total |
Service
Visualization: Multi-grid.
Permission: Sales and Operations.
Table 4-88 Service
| Category | Data Format | Description |
|---|---|---|
|
Tables |
Integer and currency |
Number and monetary amount of tables |
|
Table Turns |
Integer and currency |
Number and monetary amount of table turns |
|
Average Turns per Table |
Integer |
Average number of turns per table |
|
Average Dining Time |
Time duration |
Average dining time |
Non-Sales
Visualization: Multi-grid.
Permission: Sales and Operations.
Table 4-89 Non-Sales
| Category | Data Format | Description |
|---|---|---|
|
Training Total |
Integer and currency |
Number and monetary amount of training totals |
|
No Sale |
Integer |
Number transactions without a sale |
Meal Sales
Visualization: Multi-grid.
Permission: Sales and Operations.
Table 4-90 Meal Sales
| Category | Data Format | Description |
|---|---|---|
|
Employee Meals |
Integer and currency |
Number and monetary amount of employee meals |
Checks
Visualization: Multi-grid.
Permission: Sales and Operations.
Table 4-91 Checks
| Category | Data Format | Description |
|---|---|---|
|
Checks Carried Over |
Integer and currency |
Number and monetary amount of checks carried over |
|
Check Begun |
Integer and currency |
Number and monetary amount of checks begun |
|
Checks Paid |
Integer and currency |
Number and monetary amount of checks paid |
|
Checks Transferred In |
Integer and currency |
Number and monetary amount of checks transferred in |
|
Checks Transferred Out |
Integer and currency |
Number and monetary amount of checks transferred out |
|
Outstanding Checks |
Integer and currency |
Number and monetary amount of outstanding checks |
Adjustments
Visualization: Multi-grid.
Permission: Sales and Operations.
Table 4-92 Adjustments
| Category | Data Format | Description |
|---|---|---|
|
Returns |
Integer and currency |
Number and monetary amount of returns |
|
Voids |
Integer and currency |
Number and monetary amount of voids |
|
Manager Voids |
Integer and currency |
Number and monetary amount of manager voids |
|
Error Corrects |
Integer and currency |
Number and monetary amount of error corrects |
|
Cancels |
Integer and currency |
Number and monetary amount of cancels |
|
Rounding Total |
Currency |
Monetary amount of rounding totals |
Sales and Operations by Order Type
Visualization: Table.
Permission: Sales and Operations.
Table 4-93 Sales and Operations by Order Type
| Category | Data Format | Description |
|---|---|---|
|
Total Row |
The top row of the table shows totals for each category |
|
|
Order Type Name |
String |
Order type name |
|
Net Sales |
Currency |
Net sales |
|
Guest Count |
Integer |
Number of guests |
|
Average Spend per Guest |
Currency |
Average spend per guest |
|
Check Count |
Integer |
Number of checks |
|
Average Spend per Check |
Currency |
Average spend per check |
Payments by Report Group
Visualization: Table.
Permission: Sales and Operations.
Table 4-94 Payments by Report Group
| Category | Data Format | Description |
|---|---|---|
|
Total Row |
The top row of the table shows totals for each category |
|
|
Name |
String |
Report group or tender type |
|
Count |
Integer |
Number of payments |
|
Amount |
Currency |
Monetary amount of payment |
Bank Due by Report Group
Visualization: Table.
Permission: Sales and Operations.
Table 4-95 Bank Due by Report Group
| Category | Data Format | Description |
|---|---|---|
|
Total Row |
The top row of the table shows totals for each category |
|
|
Name |
String |
Report group name |
|
Count |
Integer |
Bank due quantity |
|
Amount |
Currency |
Monetary amount of bank due |
Other Currencies Collected
Visualization: Table.
Permission: Sales and Operations.
Table 4-96 Other Currencies Collected
| Category | Data Format | Description |
|---|---|---|
|
Currency Name |
String |
Currency name |
|
Count |
Integer |
Currency quantity |
|
Amount |
Currency |
Monetary amount of currency |
Sales and Operations by Major Group
Visualization: Table.
Permission: Sales and Operations.
Table 4-97 Sales and Operations by Major Group
| Category | Data Format | Description |
|---|---|---|
|
Total Row |
The top row of the table shows totals for each category |
|
|
Name |
String |
Major group, family group, or menu item |
|
Quantity Sold |
Integer |
Quantity sold |
|
Percent of Total Quantity |
Percent |
Group or item quantity sold as a percent of total quantity sold |
|
Gross Sales |
Currency |
Gross sales |
|
Item Discounts |
Currency |
Monetary amount of item discounts |
|
Sales Less Item Discounts |
Currency |
Sales minus item discounts |
|
Percent of Total Sales |
Percent |
Group or item sales as a percent of total sales |
|
Average Price |
Currency |
Average sales minus discounts |
Top 20 Menu Items Sales
Visualization: Table.
Permission: Sales and Operations.
Table 4-98 Top 20 Menu Items Sales
| Category | Data Format | Description |
|---|---|---|
|
Total Row |
The top row of the table shows totals for each category |
|
|
Menu Item Name |
String |
Menu item name |
|
Quantity Sold |
Integer |
Quantity sold |
|
Percent of Total Quantity |
Percent |
Menu item quantity sold as a percent of total quantity sold |
|
Gross Sales |
Currency |
Gross sales |
|
Item Discounts |
Currency |
Monetary amount of item discounts |
|
Sales Less Item Discounts |
Currency |
Sales minus item discounts |
|
Percent of Total Sales |
Percent |
Menu item sales as a percent of total sales |
|
Average Price |
Currency |
Average sales minus discounts |
Discounts by Report Group
Visualization: Table.
Permission: Sales and Operations.
Table 4-99 Discounts by Report Group
| Category | Data Format | Description |
|---|---|---|
|
Total Row |
The top row of the table shows totals for each category |
|
|
Name |
String |
Report group or discount name |
|
Discount Percent |
Percent |
Discount percent |
|
Discount Amount |
Currency |
Monetary amount of discount |
|
Percent of Total Discounts |
Percent |
Discount as a percent of total discounts |
|
Discount Count |
Integer |
Number of discounts |
|
Average |
Currency |
Average monetary amount of discount |
Service Charges by Report Group
Visualization: Table.
Permission: Sales and Operations.
Table 4-100 Service Charges by Report Group
| Category | Data Format | Description |
|---|---|---|
|
Total Row |
The top row of the table shows totals for each category |
|
|
Name |
String |
Name of report group or service charge |
|
Service Charge Amount |
Currency |
Monetary amount of service charge |
|
Percent of Total Service Charges |
Percent |
Percent of total service charge |
|
Service Charge Count |
Integer |
Number of service charges |
|
Average |
Currency |
Average monetary amount |
Report Notes
Checks, Change in Grand Total, Training Total, and Rounding Total are not filterable by day part.
Parent topic: Operations Performance Reports