Revenue Reports for Appetize

Description: Review the Revenue Report catalog below. 

• Column Dictionary
• All Orders
• Cash Management
• Discounts
• Open SKU
• Refunds
• Revenue
• Sales by Hour
• Sales by Item
• Sales by Tax Name
• Sales Summary 
• Tax Exempt

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Column Dictionary

Column Name	Definition	Calculation	Example
Fees	Total amount of fees (service and custom).	Fees - Refunded Fees	$0.10 - $0.00 = $0.10
Gross Sales	Total amount of pre tax sales before refunds and discounts.	(Item Price * Quantity Sold) - Inclusive Tax	($6.00 * 2) - $0.30 = $11.70
Net Sales	Total amount of sales after discounts and refunds have been applied.	((Item Price * Quantity Sold) - Inclusive Tax) - Total Refunds - Total Discounts	$11.70 - $6.00 - $1.00 = $4.70
Subtotal	Total amount of sales before discounts and refunds.	Item Price * Quantity Sold	$6.00 * 2 = $12.00
Tips	Total amount of tips.	Tips - Refunded Tips	$2.00 - $0.00 = $2.00
Total Refunds	Total amount refunded.	(Refunded Item Price * Quantity Refunded) + Custom Refunds	($6.00 * -1) + $0.00 = $-6.00
Total Discounts	Total amount discounted.	Order/Cart Discounts + Item Discounts	$0.00 + $-1.00 = $-1.00
Total Tax	Total amount of inclusive and exclusive tax.	(Inclusive Tax + Exclusive Tax) - Refunded Tax	($0.30 + $0.50) - $0.25 = $0.55
Total Sales	Total item sales including taxes, tips, and fees.	(((Item Price * Quantity Sold) - Inclusive Tax) - Total Refunds - Total Discounts) + Total Tax + Tips + Fees	$4.70 + $0.55 + $2.00 + $0.10 = $7.35

All Orders

The All Orders report displays a detailed breakdown of orders by order ID, venue, vendor, order status, method of tender, and date and 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, Screen Print

Day In The Life:

Export detailed data over a period of time so you can join with other data and do your own analysis in Excel.

Cash Management

The Cash Management report displays a detailed breakdown of all cash actions performed for a given date range in the cash management module. Details include POS cash sales, cash paid in, cash paid out, expected and deposited cash, and over/short amounts. This report is often used to monitor bank drops, cash pickups, and other cash operations by individual employees.

• Refresh: 10-15 minutes
• Export: CSV, XLSX, Screen Print
• Relates To: Cash Room (Cash Summary), Cash Room (Denomination Summary), Cash Room (Tender Summary)

Day In The Life:

Record the cash movement throughout the business day and reconcile it with sales totals.

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 the end of the day.

• Refresh: 10-15 minutes
• Export: Excel, CSV, XLSX, Screen Print
• Relates To: Codes, Discounts

Day In The Life:

Review all discounts given across vendors as well as for each item over a period of time, and monitor active promotions and discounts given within a date range.

Open SKU

The Open SKU report displays a breakdown of items with the Open Item setting enabled in Connect. The item will prompt a cashier to input price, name, and SKU; 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 yet to be assigned to the vendor.

• Refresh: 10-15 minutes
• CSV, XLSX, Screen Print

Day In The Life:

Review which items were inputted manually to assign them correctly to my vendors.

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 item's price (times) and the quantity refunded. This report is most often used to review refunds by item or vendor at the end of the day.

• Refresh: 10-15 minutes
• Export: Excel, CSV, XLSX, Screen Print

Day In The Life:

Review the refunds given per location to monitor if any specific item or category is being refunded.

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 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 the end of the day.

• Refresh: 10-15 minutes
• Export: Excel, CSV, XLSX, Screen Print
• Relates To: Vendor Cash Revenue, Vendor Credit Revenue, Vendor Total Revenue, Vendor Product Revenue, Venue Total Revenue, Sales Breakdown, Tender Type, Live Reports, Credit Card Breakdown, Employee Cash Revenue, Employee Credit Revenue, Employee Credit Tips, Employee Product Revenue, Total Fees, Total Tips, Vendor Credit Tips

Day In The Life:

Report revenue totals at the end of the day and record cash and credit totals per location, and close out cashier and distribute tips accordingly.

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 total sales by item or vendor at end-of-day.

• Refresh: 10-15 minutes
• Export: CSV, XLSX, Screen Print
• Relates To: Category Sales, Category Sale (beta), Daily Sales, Total Sales

Day In The Life:

Review totals of the amount sold during a business day or week-over-week to monitor high-selling items.

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 are calculated by subtotal (plus) exclusive tax (plus) tips (plus) fees (minus) refunds (minus) discounts. This report is most often used to review total sales by item or vendor at the end of the day.

• Refresh: 10-15 minutes
• Export: Excel, CSV, XLSX, Screen Print
• Relates To: Category Sales, Category Sale (beta), Daily Sales, Total Sales

Day In The Life:

Review the items sold during business and report totals at the end of the day.

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, Screen Print

Day In The Life:

Report the amount of sales for each tax assigned to items. For example, you need to know how much tax was collected for your state’s beverage tax.

Sales Summary 

The Sales Summary report displays a summary of sales against payments. This high-level report is most commonly used to reconcile item sales and payments.

• Refresh: 10-15 minutes
• Export: CSV, XLSX, Screen Print

Day In The Life:

Review a quick summary of category totals and payment totals.

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
• CSV, XLSX, Screen Print

Day In The Life:

I need to report the total tax exempt amount during a given time period for audit purposes.